Unbound Financial
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New clients
Congratulations on taking the next step to achieve the goals for the life you’ve always wanted
Existing clients
A financial plan isn’t a one-time event. It’s an ongoing process to help you manage all areas of your financial lives. Because of the dynamic nature, monitoring your financial strategies and adjusting as necessary is critical for staying on track.
Step 1: Complimentary Meet & Greet
Join Charmaine for a 15-minute introductory chat. During this call, we will discuss your financial aspirations and how we can support you to achieve your goals. After this meeting, we will share with you more information about our process and fees.
Financial Check-In
This 30-minute call is designed to discuss any changes in your personal and financial situation before your formal review with your adviser.
Step 2: Fact Finding Meeting
After we agree to collaborate, the next step is a 1-hour Fact-Finding Meeting. During this session, we will delve into your finances, explore what matters most to you, and discuss your financial situation and goals. This discussion will help us create a customised plan for your financial journey.
Review & Presentation Meeting
During this session, we will present an update on your financial strategies, including reviewing your portfolio, assessing plan performance, evaluating cash flow and income and discussing any changes to your goals or situation.
Financial Insights Consultation
This 15-minute call is designed to answer any general questions you may have and prepare for the evolving financial landscape. Whether you have questions about new legislation affecting your financial position or wish to have a general enquiry answered, we’re here to help.
Free Consultation
Request A Consult
We offer a free initial phone consultation. If you would like to book in for that, please contact us here & we will be in touch shortly.
General Advice Warning:
The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Fintegrity Wealth Advisers Pty Ltd and River City Financial Planning will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.
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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