A fresh approach to financial wisdom
Unbound Financial - Charmaine Hall
At Unbound Financial Wangaratta, we’re here to help you achieve your goals for the life you’ve always wanted.
HOW ARE UNBOUND FINANCIAL DIFFERENT?
Face to Face - Virtual Meeting - Over the Phone
The journey from where you are now, to where you want to be – that’s the dream we can bring to life by working together.
Whether you’re looking to create a passive cashflow, consider your options such as sustainable investments, plan for retirement or gain more control of your finances, you’re in the right place.
At Unbound Financial, we believe that everyone deserves the opportunity to achieve financial freedom, regardless of their income level or net worth. You don’t have to be a millionaire to be our ideal client.
We offer services with flexible payment options that allow you to get started on your financial planning journey in a way that suits you, and your cashflow.
We understand that everyone’s lifestyle and needs are different, and that’s why we offer a range of services that can be delivered face-to-face, in a virtual meeting, or over the phone
What is Wealth coaching?
identifying goals
creating a clear vision
learning strategies for budgeting, building wealth, debt management & personal protection.
This service provides a way to improve your financial education, help you navigate your finances and take steps to achieve your goals.
What is Financial planning?
a more comprehensive approach
analyses your current situation and goals
we’ll create a financial plan with tailored advice for investing, retirement, taxes, estate planning, and wealth protection.
We’re upfront and transparent about our fees for service, which are based on the complexity of the advice, not how much you’re investing.
THE UNBOUND FINANCIAL EXPERIENCE
Our Financial Planner, Charmaine Hall has been in the financial planning industry for over 18 years, and has a mission to empower individuals like you to take control of your financial future and improve your overall well-being.
Whether you’re at the start of your journey and looking to secure a prosperous future, or you’ve already built wealth and are seeking guidance to take it to the next level, Unbound Financial is here to assist you every step of the way.
To ensure our clients receive the highest level of service and expertise, Unbound Financial is supported by the technical team and independent research house of Fintegrity Wealth Solutions. This partnership allows us to access the latest market insights and industry-leading research, enabling us to provide our clients with the most up-to-date and relevant financial advice.
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Contact Info
Principle: Charmaine Hall
Phone: 0412 389 355
Address: PO Box 155 Wangaratta. Vic. 3677 Australia.
Vita Lineage Pty Ltd ATF the Hallstewil Family Trust ABN 97 671 600 356 trading as Unbound Financial Pty Ltd is a Corporate Authorised Representative no. 001306035 of Fintegrity Wealth Advisers Pty Ltd | ABN 89 653 321 487 | AFSL 534971