Category: Financial Advice

With the fast-approaching end of the financial year for 2018-19, ensuring you’ve ‘ticked all the boxes’ can be a challenging practice. We’ve put together a few simple tips to help get you through. If you are not sure if any of the below apply to you or if you have any questions, please don’t hesitate

How can a financial adviser actually help me? What does a financial adviser actually do? We get asked these types of questions all the time from prospective clients, friends and even some family who don’t really know what we do. I could give you some corny line about “realising your vision of financial success” or

Why do you need information from me before the appointment? We know how valuable both yours and our time is so we get you to complete a little bit of pre-work. This is so we can maximise the benefit for your financial advice appointment. By knowing just some basic info about yourself and your family.

A self-managed super fund (SMSF) operates within the same rules as other superannuation accounts, however, the investment options available to SMSFs are greater. Not everyone requires an SMSF to have a financially successful retirement. Much of the advice we provide is applicable to all superannuation funds, not just SMSFs. Investing and retirement advice doesn’t have

Achieving Financial Freedom by not letting your expenses grow as your income grows! Time and time again we see new financial planning clients who are Doctors, Dentists, Tradespeople, Business owners, Professional Athletes and even Accountants who have great incomes but still aren’t really getting anywhere financially. These people are generally stuck in what we call

Due to demand from our clients in and around Broken Hill NSW, we have opened a satellite office in Bromide St and are sharing an office with Nick Bradley from PBS Accountants. Our principal Adviser, Justin Chandler will be at the office roughly once a month, but appointments are required. We have been helping many



Contact us to make an appointment with one of our senior financial advisers.

P| 08 7160 1191  F| 08 7160 1192   [email protected]

Find us at 685 South Road, Black Forest SA 5035

Or by appointment at 24 Bromide St Broken Hill 2880


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Disclosure: Chandler Private Wealth Pty Ltd ABN 26 605 397 144 is a corporate Authorised Representative of Investplan Pty Ltd ABN 39 635 196 735, AFSL 518743.

General Advice Warning: Information in this web page is based on regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Investplan, its related entities, agents and employees for any loss arising from reliance on this content.

This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.

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