Mission

Wealth is a vehicle to get you to your destination. The question is, where do you want to go?

Why

We know you are busy and life is passing you by. We know you want to do something but you don’t know where to start. We know you want a solution so you can learn about how to create wealth, manage it effectively and live the life you desire. You want to deal with real people, people you trust who are invested in your success, not in making a commission from selling a product. We know you want peace of mind and certainty that you are going to achieve your goals, be able to provide for your family and be able to reap the rewards of your hard work.

Our mission is to revolutionize the way Australians access wealth education and provide them with a team of trusted professionals who can help them take action in pursuit of their goals using three key
principles; simple, sustainable, scalable.

Charltons specialize in empowering the individual to take control of their wealth and create meaningful change in their lives and those around them.

Overview

Our process is simple;

1. We help to facilitate you defining what is really important to you and find your ‘why’
2. We coach you around our Wealth 101 principles so you understand what needs to be done to achieve your goals
3. Our team of experts will support you in getting the right advice at the right time
4. We will hold you accountable to your journey and help you fine tune along the way

We call this ‘Values Based Advice’ and this is what makes us different than any other financial services provider in the market.

What is ‘Value Based Advice’?

‘Value Based Advice’ is a process built on self-awareness and taking the time to understand what is important in all areas of your life. We start by identifying your key motivators for inciting change – the valued things you might lose sight of in day-to-day life. To do this, we have created a discovery system that allows us to understand your values, work out the ‘destination’ goals and then find the best ‘vehicles’ to help you get there in the desired time-frame.

We understand that traditional advice is driven by products, but we believe that strategy should come above all else to ensure that the advice is based on your best interests, not what will make the highest return for your adviser.

Our approach is around accountability to ensure you take action and making the time to always consider what you want in life so you can make the most of every day – after all, that’s what life’s all about!