Charmaine Hall profile photo

Charmaine Hall

Unbound Financial Pty Ltd

Gold
12 Yrs Experience
Wangaratta, VIC 3677

I tell people all the time "I love what I do".

Helping people to be their best self is more than just a job for me, it's a privilege.

Providing education and advice, knowing that I've made a difference in someone's journey is why I go to work everyday. A great plan starts with transparency and trust, good advice and knowing your options. There are many strategies available regarding protecting your lifestyle and family, building wealth and budget planning, debt management, retirement planning and support; it makes sense to develop a tailored plan rather than leave it all to chance.

When you know what you're working towards, it's easier to stick to your guns, and I love being a part of that journey.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Fees are charged according to the complexity of the advice, not on how much you're investing. We are transparent about our fees and ensure that fees for advice are fair and reasonable when compared to the benefits of the strategy.

At a glance

  • Adviser status Gold
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Unbound Financial Pty Ltd

4 Ford St
Wangaratta, VIC 3677

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fintegrity Wealth Advisers Pty Ltd

AFSL 534971