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Did you know? Direct bookings for a 15-minute introduction call can be made via our website www.unboundfinancial.com.au. Unbound Financial is a Financial Planning and Wealth Coaching firm founded by Charmaine Hall in Wangaratta, Victoria. Charmaine has a Master’s in Financial Planning with over 19 years of experience in the financial services industry and is passionate about empowering individuals, business owners and families to take control of their financial future with personalised financial advice and guidance. We strive to provide a professional service that is tailored to your needs and to create long-lasting relationships so we can enjoy the success together. INVESTING IN YOUR FUTURE. There’s absolutely no charge for our first meeting, where we’ll explore the possibilities for your financial growth. At our firm, we pride ourselves on transparent, value-driven pricing. Our fees are a fixed amount, tailored to the complexities of your financial needs. Being located outside a major city means we have lower operational expenses, allowing us to pass on the savings to you with more competitive rates than urban financial planners. Consider this: comprehensive advice that includes Cashflow Management, Wealth Accumulation, and Wealth Protection could be yours for an estimated $3,300. Moreover, certain fees may be eligible for deduction from your superannuation, allowing you to preserve more of your hard-earned cash.
Getting to know my clients and finding out what's important to them, what their passions are and what they're working towards. I thrive on diving into the financial maze and crafting a clear path for my clients, maximising every opportunity that comes their way.
After being employed by major financial institutions and witnessing their frequent downsizing, hiking of advice fees, and the struggle with pleasing shareholders, it became clear that my clients were entitled to a superior service experience.
Aligning with a smaller, boutique licensee has enabled me to offer a service that truly reflects my passion and vision for the future of enhancing my client's financial wellbeing.
Unbound Financial offers personalised, expert advice and wealth coaching tailored to each individual's financial goals. Whether it's by providing strategic investment plans, ensuring optimal asset allocation, and offering continuous market analysis to guide clients towards financial stability and growth, we prioritise transparency, integrity, and commitment to client success.
We understand that life is busy or you may be located outside of our area. We offer online meetings and services for delivering quality financial advice for all lifestyles.
