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Our Services


Amidst the uncertainty of global markets, constant alterations to the economic environment and local industry change, you will find that good financial advice is critical for financial stability and growth.

Increasingly complex tax structures and the responsibility of retirement planning shifting to the individual, is creating an ever growing need to maximise the value of your hard earned money.

Financial planning advice helps you to make sound financial decisions with confidence.

At Diamond Financial Solutions, our advisers, provide advice on the following:-

  • Retirement planning
  • Strategic wealth accumulation planning
  • Investment portfolio optimisation and management
  • Insurances for financial security
  • Superannuation and rollovers
  • Estate planning  (referral to external provider)
  • Debt and risk management
  • Taxation strategies
  • Managed investments and securities.
  • Mortgage Broking (referral to internal provider)
 

Diamond Financial Solutions
Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: 750 Collins Street PO Box 2830 Melbourne Victoria 3001
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