Overview:
Precept Financial Services is an exclusive Financial Planning Practice advising their clients of the best direction or strategy using sound principles, or ‘precepts’ for Wealth Protection and Wealth Creation including:
Precept Financial Services is an exclusive Financial Planning Practice advising their clients of the best direction or strategy using sound principles, or ‘precepts’ for Wealth Protection and Wealth Creation including:
Operating within the Charter Financial Planning Advice Network, Precept Financial Services can provide a broad range of insurance and investment options through an extensive network of companies.
Precept is one of a select number of practices that has received the designation of ‘Certified Quality Advice Practice’, or CQAP, providing quality advice in all areas of financial planning.
Precept is one of a select number of practices that has received the designation of ‘Certified Quality Advice Practice’, or CQAP, providing quality advice in all areas of financial planning.
| • | Life Insurance |
| • | Income Protection |
| • | Trauma Protection |
| • | Buy/Sell Insurance |
| • | Key-person Insurance |
| • | Loan Protection |
| • | Estate Planning |
| • | Superannuation - Corporate and Personal |
| • | Self Managed Superannuation |
| • | Direct Shares and Managed Shares |
| • | Tax minimisation Strategies |
| • | Gearing Strategies |
| • | Retirement Planning |
| • | Income Streams |
Charter Financial Planning Limited | ABN 35 002 976 294 | Australian Financial Services Licensee License number 234665 Principal address 750 Collins Street PO Box 2830 Melbourne Victoria 3001 | www.charter.com.au
