About Us
Southern Advisory is a Sutherland Shire based Financial Planning practice which services clients all over Sydney.
Southern Advisory works hard to help you reach your individual goals and objectives in relation to wealth creation and your financial security through personalised financial planning.
People seek advice because they don’t have the time, knowledge or skills to manage their own finances. We are here to help you navigate through the obstacles and help you obtain peace of mind with your financial planning.
How can we add value? Why should you pay for advice?
The reality is everyone is different and how we can help you depends on your unique situation we can help every client in a different way. Everyone has a different reason for coming to see us, and success means something different to each client. But, from our experience, in most cases we add value in these four ways:
Practical Value
In this day and age we are all pressed for time, our advice will save you time. Our strategies will give you the confidence and the discipline to succeed. We will streamline, simplify and manage your finances, and help you make the right decisions.
Intrinsic Value
We understand the latest rules and how they work. Our experience and expertise mean that we know how to explain all this to you in plain English. Look at it as leveraging our experience.
Financial Value
We will save you tax, protect your assets, manage and reduce your debts, help you accumulate wealth and make your money work harder for you.
Emotional Value
Our ongoing relationship means that there will be someone there to take care of it all. This means less stress, more peace of mind and the knowledge that everything is taken care of.
Southern Advisory works hard to help you reach your individual goals and objectives in relation to wealth creation and your financial security through personalised financial planning.
People seek advice because they don’t have the time, knowledge or skills to manage their own finances. We are here to help you navigate through the obstacles and help you obtain peace of mind with your financial planning.
How can we add value? Why should you pay for advice?
The reality is everyone is different and how we can help you depends on your unique situation we can help every client in a different way. Everyone has a different reason for coming to see us, and success means something different to each client. But, from our experience, in most cases we add value in these four ways:
Practical Value
In this day and age we are all pressed for time, our advice will save you time. Our strategies will give you the confidence and the discipline to succeed. We will streamline, simplify and manage your finances, and help you make the right decisions.
Intrinsic Value
We understand the latest rules and how they work. Our experience and expertise mean that we know how to explain all this to you in plain English. Look at it as leveraging our experience.
Financial Value
We will save you tax, protect your assets, manage and reduce your debts, help you accumulate wealth and make your money work harder for you.
Emotional Value
Our ongoing relationship means that there will be someone there to take care of it all. This means less stress, more peace of mind and the knowledge that everything is taken care of.
Southern Advisory ABN 63 066 365 929 , Authorised Representative No. 437285 Charter Financial Planning Limited.
ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands VIC 3008
Charter Financial Planning is a member of the AMP Group. The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holdings Limited.
Sean Thomas' Financial Services Guide (FSG)
Kade Anthony's Financial Services Guide (FSG)
Charter AMP Privacy Policy
ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands VIC 3008
Charter Financial Planning is a member of the AMP Group. The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holdings Limited.
Sean Thomas' Financial Services Guide (FSG)
Kade Anthony's Financial Services Guide (FSG)
Charter AMP Privacy Policy
