We know how hard you work for your money. That’s why, at Chancellor Financial Services, we ensure that your money works hard for you. We develop strategies that help you maximise your circumstances, while always keeping in mind your personal situation, needs, and comfort level.

Our experienced Financial Planning team aims to build your wealth, and protect what you have worked so hard for, with our ongoing Wealth Planning and Portfolio Management process.

We help and advise on:

  • Superannuation & Investment
  • Transition to Retirement
  • Retirement Planning
  • Superannuation Fund Consolidation
  • Individual and Business Superannuation Advice
  • Self Managed Superannuation Fund (SMSF) Strategies
  • Wealth Planning and Portfolio Management
  • Lifestyle Financial Planning
  • Business Succession Planning

By tapping into the research resources of the AMP Group, and other major Investment and Research Houses, we are able to advise on a range of tax effective strategies to maximise your financial assets, and make the most of your personal situation.

We are a fee for service practice.

Personal Insurance

Your most valuable asset could well be your ability to earn income to support your family.

If you have a mortgage you need income protection and, usually, enough life cover to protect your family if something should happen to you.

We can help protect you with:

  • Life Insurance
  • Trauma (Critical Illness) Cover
  • Income Protection
  • Total and Permanent Disablement (TPD) Insurance
  • Business Succession Insurance
  • Key Man Insurance
  • Business Expenses Insurance
  • Childrens Trauma

We are accredited with the most reputable insurers in Australia, including AMP, OnePath, Zurich, TAL, MLC and many others.

Do you need to put some plans in place for your financial future?

Are you paying too much?

Have you got enough cover?

Want a no obligation quote or comparison?

So we can offer you the best help possible please click on the following link, answer a few questions and we'll get back to you shortly: Click here.

Financial Services & Credit Guide

Goldman Prosperity Pty Ltd, trading as Chancellor Financial Services is an Authorised Representitives of Charter Financial Planning.
Charter Financial Planning is an Australia Financial Services Licensee, Licence Number 234 665, ABN 35 002 976 294.
Registered Address: Level 24,33 Alfred Street, Sydney NSW 2000. Charter Financial Planning is a principal member of the Financial Planning Association.
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