Budgeting & debt reduction

Is your loan structured correctly?

Maintaining a budget is the first rule to planning your finances. Boutique Wealth can assist with not only ensuring you are sticking to living within your means but progressively pushing forward with your finances as well.

Whether you’re budgeting to save for your first home or trying to pay off credit card debt, we can analyse your income and living needs and put you on the right path to getting there.

Boutique wealth will also assist with larger debt reduction with your home loan to ensure your most valuable asset is paid off as quickly as possible and your mortgage repayments are as low as possible.

PHYSICAL

Level 3, 130 Bundall Rd

SURFERS PARADISE, QLD 4217

POSTAL

PO Box 9285

Gold Coast MC, QLD 9726

We are authorised representatives (financial advisers) of Charter Financial Planning Ltd (Charter), the Australian Financial Service Licensee, Charter has over 340 financial planning practices across Australia, making it one of the largest financial planning networks.

Charter is a leading financial planning organisation in Australia and has been operating since 1996. Charter Financial Planning provides both personal and general advice and can offer a range of financial services that are listed within the Financial Services Guide (FSG).

As a principal member of the Financial Planning Association (FPA), Charter, and their financial advisers, have adopted the FPA’s Code of Ethics and rules of professional conduct.

Charter is backed by AMP, one of Australia’s oldest and most-trusted financial services companies. Charter’s advisers provide advice to support your needs and are not restricted to offering AMP products. AMP strongly supports choice for people, in turn, allowing Charter’s financial advisers to provide a unique service, with your best interests at heart.

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