Terry Chudleigh is the Managing Director at Inteplan Financial Solutions. Terry has been in the Financial Services industry for over 33 years, with over 20 years as a Financial Planner.
Terry has built a reputation of trust and honesty with his clients, and within his community. Terry is passionate about helping his older clients navigate their later years through to retirement, but is also very eager to financially educate his younger clients so they can create wealth without compromising their lifestyles.
Inteplan Financial Solutions provides strategic advice to help clients achieve their financial goals, whilst at the same time protecting their assets.
Terry provides advice in the following areas: Retirement Planning, Cashflow Management, Wealth Creation, Superannuation, Estate Planning and Asset Protection.
Terry's advice is clear and concise, he explains complicated advice in a simple way that is easy to understand.
Terry has been very helpful with our financial needs.
He had been very prompt to deal with any queries and questions we have had.
I look forward to continue to work with Terry.
Terry is a true professional. His friendly and knowledgeable approach to what we were wanting to achieve was great.
Excellent in all aspects.
They were very comfortable and relaxed meetings with Terry. His knowledge, experience and friendly approach really helped us understand what was being discussed.
- Adviser status Silver
- Number of reviews 7
- First year providing advice 2000
- Years of experience 23
- Advanced Diploma of Financial Services (Financial Planning)
Inteplan Financial SolutionsSuite 22, Level 1, 1 Sands St
Tweed Heads, NSW 2485
- 8:30am – 5:30pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning