Unbound Financial

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.

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.

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.

Client Portal Login

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 Unbound 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.

Quick Links

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

Central Coast Web Design by Website Guy