Services
What we do
We take an unbound approach to your financial health, so that you can achieve the goals for the life you’ve always wanted.
We can help you with the following services:
Goal setting
Whether your goal is a comfortable retirement, to travel more, to start a business or something else, we will help you define your financial goals and work with you to get you there.
Strategies for success
We can help you with big decisions about whether to invest, contribute to super, pay debt, buy a new home, start a business, sell assets and much more. Through goal setting and a clear strategy, let’s create your financial freedom together. We can help you with:
- Wealth strategy
- Investment strategies
- Tax strategies
- Debt management strategies
Cash flow management
Cash flow management is the foundation of all good financial strategies. We will help you get clarity over your cash flow, create an easy to follow budget and take control of your money. We can help you with:
- Managing income
- Navigating redundancy
- Getting clarity over your cash flow
- Creating a budget
- Optimising Centrelink Entitlements
Investing for the future
We can help you with investment decisions that are aligned to your goals. Whether it is investing in the stock market, property or other assets, we will guide you through the entire process. We can help you with:
- Choosing the right investments
- Purchasing and financing investments
- Socially responsible investments
- Growing your assets
Superannuation
We can help you make the right decisions for your Super. Our goal is to maximise your nest egg so that you have confidence in your financial future. We can help you:
- Set up an SMSF
- Choose the right Super Fund
- Select an investment mix
- Make Super contributions
- Manage your pension
Retirement planning
We want to ensure that you get the retirement you deserve. Our pre- and post-retirement planning will include modelling and strategies to ensure that your dream retirement becomes a reality. We can help you with:
- Planning your transition to retirement
- Superannuation reviews and advice
- Planning and funding your aged care
- Pension advice
- Applying for government-funded services
Tax Management
We can help you plan your tax to ensure you’re meeting all your tax obligations while helping you to maximise your tax benefits. We’ll work with your accountant to help you to invest tax effectively and maximise your deductions. We can help you:
- Plan ahead for tax season
- Minimise your tax
- Budget for tax
Property
Whether it’s getting into your first home, dream home or getting on the investment property ladder, we can help you navigate your property purchase and use it as part of your financial strategy. We can help you:
- Plan for a property purchase
- Finance a property purchase
- Use property as part of your financial strategy
Insurance reviews
Life insurance is one of the most important financial decisions you can make. We can help you find the best life insurance policy for your situation. We can help you with:
- Assessing your insurance needs
- Comparing and reviewing policies
- Applying for policies
- Making an insurance claim
Wealth Coaching
We provide guidance and support to help you improve your financial situation and build your wealth. Through our coaching, we can help you achieve your financial goals and create a more secure future. We can help you:
- Setting wealth and life goals
- Improve your relationship with money
- Make confident money decisions
- Stay accountable
Debt management
Through proper management, debt shouldn’t have to cause you excessive worry. We will guide your decisions about debt so that you have clarity and a plan for the future.
- Consolidating debt
- Structuring and leveraging debt
- Minimising interest payments
- Strategies to reduce debt
Estate planning
Estate planning is about more than money, assets and wills. It is about peace-of-mind. We’ll guide you through the process, so you know that everything is protected and your loved ones will be taken care of.
- Estate planning as part of your financial strategy
- Creating a legally-binding will
- Navigating tax implications
- Managing superannuation
- Nominating a power of attorney in case something were to happen to you
Read to take the next step?
Book a call with Charmaine to discuss the next steps for your financial success
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