Watch this space for new and exciting developments
- why we need to collect your personal information
- the types of personal information we collect, and how it is collected
- ow we protect your personal information, and who it could be disclosed to
- specific issues relating to privacy and the use of the internet.
Contacting Charter about privacy
We always welcome feedback about client experiences, as we know things don't always go the way they should. If you:
- have a general enquiry about how personal information is collected or used
- would like to access or update your personal information
- wish to make a complaint relating to privacy you can contact us directly as set out below.
We are committed to doing the right thing by you and we will respond as soon as possible.
The Nest Egg Solutions Privacy Officer'
PO Box 76, Maroochydore Qld 4558
Telephone: 1300 511 441
Alternatively your concerns can be emailed to: firstname.lastname@example.org
What is CQAP?
Choose a Certified Quality Advice Practice
When seeking financial advice, it makes sense to choose a practice that you can trust to deliver the highest quality service and advice.
Our licensee has awarded us the Certified Quality Advice Practice accreditation, recognising that our practice offers a ‘complete financial planning service’ with well-defined service expectations that you can access confidently.
This accreditation is based on the satisfaction of professional standards relating to the service, business management, technical knowledge, commitment to compliance and professional development and experience in delivering quality financial advice.
Schedule of Fees
Our fees are specifically designed to meet your individual needs. The schedule of fees are outlined in the FSG provided to you prior to our appointment. Please contact our office if you have any quieres or require additional information.
We believe that the creation, implementation and maintenance of a sound financial plan is absolutely essential to asset you in maintain your lifestyle objectives over time. To begin the process we need you to consider the following points and then complete and return the below form to us prior to our meeting:
1. Your perspective:
By clearly resolving what you want as your lifestyle you are more likely to achieve it.
2. Your objectives:
By quantifying what is really important to you, you begin to direct your efforts.
3. Your resources:
By defining your existing resources you build on a solid foundation.
4. Your priorities:
By establishing your priorities you are equipped to make informed choices.
Please take the time to complete the below questionnaire.
Please bring along your questionaire to your initial meeting with your financial planner. This will us to help you make the most out of the money you have now, while creating a great financial future for you and your family.
Financial Services Guide
Please find below links to view our Financial Services Guide (FSG). This FSG is a guide containing important information about our relationships and associations and is intended to assist you in your decision whether to use any of our services. The FSG includes information about:
- who we are;
- the services we are authorised to provide to you;
- how we and our associates are remunerated;
- any potential conflict of interest we may have; and
- our internal and external dispute resolution procedures and how you can access them.
What does Financial Freedom mean to you?
It might mean being able to pay for your children's education, buying your dream home or enjoying a new boat, car or holiday.
Whatever your goals, sound financial planning can help you to achieve them.
Nest Egg Solutions can help you to...
- Reduce debt
- Increase wealth
- Decide where to invest and
- Provide for a comfortable retirement.
Who we are
Nest Egg Solutions offers South-East Queenslander's a local, personalised financial planning service - with all the benefits of national and global backing.
The company is an Corporate Authorised Representative of respected licensee, Charter Financial Planning Limited AFSL 234665. This means that you have access to Charters...more than 22 years combined experience in the finance industry, our staff assure you of their personal and professional attention at all times.
How we can help
A Nest Egg Solutions' qualified adviser can develop a financial strategy to help you achieve your goals - your way.
We specialise in wealth creation and provide financial advice on issues including...
- SALARY PACKAGING
- RISK MANAGEMENT
- RETIREMENT PLANNING and
- CENTRELINK PAYMENTS.
Charter Financial Planning Limited
ABN 35 002 976 294
Australian Financial Services Licensee
Licence Number 234665
Principal Address : 750 Collins Street PO BOX 2830 Melbourne Victoria 3001
Altone Developments Pty Ltd trading as Nest Egg Solutions