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 * STRATEGIC
   FINANCIAL ADVICE
   
   Strategic financial advice helps you manage your financial resources
   efficiently so that you can achieve financial objectives, such as pre
   retirement planning, minimising tax, debt reduction, and wealth accumulation.
   Sound strategic advice may add many thousands of dollars to a client’s
   wealth, and in most cases much more than investment performance alone.


 * LONG TERM
   RELATIONSHIPS
   
   We understand that providing financial advice is about creating and
   maintaining a close long term relationship with a dedicated qualified adviser
   that you can trust. Someone that won’t change on regular basis and someone
   that will be there as a sounding board for your financial advice needs.


 * PLANNING
   YOUR FUTURE
   
   A financial plan is the best way to consider your planning for the future.
   This is not a “one plan fix” but rather an ongoing financial plan which needs
   to be reviewed regularly to ensure it keeps up with changes in your
   situation, economic and investment cycles, investment performance,
   legislative changes and other financial matters. We specialize in providing
   long term ongoing advice.

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FEE FOR SERVICE

Our fee for service will be quoted prior to any work done so that you know what
the advice w

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QUALITY SERVICE & ADVICE

When seeking financial advice, it makes sense to choose a practice that you can
trust to del

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MONEY FOR LIFE

Argentis – money for life means we will work with you, to maximize your wealth
so that you

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WHAT IF … ANALYSIS

In any client situation, there will be more that one scenario to consider. For
example: •

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DELIVERING STRATEGIC FINANCIAL ADVICE BY DEVELOPING TRUSTING RELATIONSHIPS TO
ENSURE THE ACHIEVEMENT OF FINANCIAL GOALS AND DREAMS.





Argentis Financial Planning Pty Ltd ABN 36 982 008 789

Trading as Argentis is a corporate authorised representative of:

Charter Financial Planning Limited (Charter FP)

ABN 35 002 976 294

Australian Financial Services Licensee

Licence number 234665

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