CHPW Financial

At CHPW Financial, we are an Australian Financial Services Licensee dedicated to providing a vibrant business culture and central Melbourne office for our growing family of Financial Advisers and experts. We offer more than just a mere licence to practice - we provide support, mentorship, and a cost-effective means for you to start realizing your own Financial Planning practice.

Our Services

We understand that every business is unique, and that's why we offer a range of services tailored to meet your specific needs. Our services include:

• Paraplanning: Our in-house paraplanning team is equipped to structure any scenario to meet your client's needs.
• Practice Support: We provide professional development, webinars, and training, including monthly authorized representative discussions on compliance, investments, insurances, and legislative changes.
• Compliance: Our professional compliance guidance ensures that financial services are provided efficiently, honestly, and fairly.
• Marketing Support: We assist your firm with marketing updates, including website reviews, social media, client publications, and event management.
• Software: We use Xplan to manage clients and MorningStar, Lonsec research facilities for Investments, Modelling, and Insurances.
• Technical Library: We provide compliant templates as required, ensuring your firm has access to all relevant technical information.

Our Values

At CHPW Financial, we pride ourselves on our commitment to our values:

• Commitment: We believe in looking after our existing Authorised Representatives, which is why the majority of our new business comes from personal referrals.
• Honesty: We offer honest advice and are a fee-for-service AFSL, with no affiliation with any major investment funds or institutions.
• Wisdom: We provide the freedom to run your own business in the best interest of your clients, in a practical and compliant manner.
• Patience: We take the time to understand your unique circumstances and draw on our expertise to navigate you through the options and outcomes to help you achieve the best practice possible.

The Importance of Trust

Trust is integral to all CHPW businesses, which is why our selection process is stringent. We want to ensure everyone who joins us is of the right cultural fit and has the right sense of get-up-and-go ethics and customer-focused philosophy to contribute to our growing success.