Services

At Southern Advisory we realise that some people know what services they are after and others are looking for direction.

Some examples are a client may want to know how much they need to retire or what income protection insurance policy is best for their individual situation. They may want to know which superannuation policy meets their needs or how to pay less tax.

Other clients simply want to know if they are 'doing everything right' and want us to review their finances.

At Southern Advisory we strive to help you with any of your needs no matter how simple or complex they are. We want to help you put the pieces of the puzzle together, educate you and assist you make informed investment decisions.

Some typical scenarios are as follows:

You are time poor and trying to fit family and work into your busy schedule. You want to ensure your hard work also provides a secure future for yourself and your loved ones. You're looking to source professional financial advice to provide that security and help you achieve your financial goals and objectives.

You have limited investment experience and want to leverage a professionals knowledge and experience. You turn to a financial planner for guidance in making appropriate, intelligent financial decisions.

You are considering retirement and want to know how you can maximise your retirement or in fact if retirement and the lifestyle you envisage in retirement is achievable. You want to know how the age pension fits into the overall position.

You are uncertain about your financial future and want to ascertain if you are on track to realising your goals and objectives.

You want to ensure that should something happen to you that your family is protected. You want to review your insurances and realise that this is a complex area with a myriad of options available to you. You want to seek a professional for advice and guidance.



  • Financial Advice
  • Budgeting and Saving
  • Estate planning
  • Superannuation
  • Corporate Superannuation
  • Self Managed Super Funds
  • Business Succession Planning
  • Retirement Planning
  • Social Security/Centrelink
  • Insurance
  • Investments
  • Aged Care Advice 


Speak to Southern Advisory today.
Call us on (02) 9524 6711
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.
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