Terry Chudleigh

Inteplan Financial Solutions

Silver
24 Yrs Experience
Tweed Heads, NSW 2485

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.92
  • Number of reviews 9
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Inteplan Financial Solutions

level 2, 133 Wharf St
Tweed Heads, NSW 2485

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

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

Licensed by

Lifespan Financial Planning

AFSL 229892