Charter Finance

Charting the growth of your wealth through property! How many times has your bank contacted you to review your loan and save you money?

At Charter Finance, we ensure our clients are given the knowledge and freedom to chart a path that gives them the best return. Every dollar that you work so hard for, will benefit you, not the bank! Go on, take action, and let us chart this journey with you!

01/11/2024

Thank you for the fantastic feedback! We're happy to hear that Dean and the team have consistently delivered professionalism and efficiency. Your trust in us means the world!

Access our full suite of financial guides here: https://www.charterfinance.com.au/about/

31/10/2024

What sets us apart?

Looking for personalised credit advice? Click below to connect with one of our consultants.
https://www.charterfinance.com.au/contact/

31/10/2024

"Dean and his team at Charter Finance go out of their way to find a solution for your circumstances! We had quite a few complex financial aspects to navigate and after a detailed brief … Dean’s team got going and presented us with awesome commercial options and here we are … home acquired. Great assistance and communication along the entire path!

No need to look further. Thank you"

Access our full suite of financial guides here: https://www.charterfinance.com.au/about/

30/10/2024

At Charter Finance, we're more than just advisors – we are your partners on the path to financial freedom. 🌟

Whether you're looking to conquer debt, make smart property investments, or master your finances, our expert consultants are here to guide you every step of the way.

Seeking personalised credit advice? Click the link below to chat with one of our experts today: https://www.charterfinance.com.au/contact/

29/10/2024

Growing your financial portfolio involves a blend of smart investment strategies and thoughtful planning.

Here are some key steps to consider:

Diversification: Spread your investments across different assets like stocks, property, and bonds to reduce risk and capture growth opportunities.

Consistent Saving: Regularly contributing to your portfolio, even in small amounts, can yield significant returns over time.

Seek Expert Guidance: Partnering with our recommended financial advisors can help you make informed decisions tailored to your long-term goals.

Explore investment tips here: https://www.charterfinance.com.au/

28/10/2024

Do the banks have your best interest at heart?

Looking for personalised credit advice? Click below to connect with one of our consultants.
https://www.charterfinance.com.au/contact/

27/10/2024

It's time to PIVOT in a different direction with Charter Finance. 🤣

Seeking personalised credit advice? Click the link below to chat with one of our experts today: https://www.charterfinance.com.au/contact/

24/10/2024

We are proud to partner with ANZ Bank to provide our clients with reliable and competitive financial solutions. 💼

By collaborating with a trusted institution like ANZ, we're able to offer you a wider range of tailored products, whether you're purchasing a home, refinancing or looking to grow your property portfolio. 🏡

Let us help you navigate your financial journey with confidence, backed by the strength of our partnership with ANZ.

Click the link to connect with us and discover what ANZ can offer you. https://www.charterfinance.com.au/

22/10/2024

Unlock a world of expert insights to elevate your financial journey. 🌟

Whether you're diving into property investment or navigating your first home purchase, our website is packed with resources designed to guide you every step of the way.

From actionable tips to in-depth strategies, we've got the tools to help you make confident, informed choices.

Access our full suite of financial guides here: https://www.charterfinance.com.au/about/

21/10/2024

Feeling like you are drowning? Charter Finance can help.

Looking for personalised credit advice? Click below to connect with one of our consultants.
https://www.charterfinance.com.au/contact/

20/10/2024

Before securing a loan, it's crucial to be well-informed. Here are three key things to keep in mind:

Understand Your Borrowing Capacity: Your income, expenses, and existing debts all play a role in determining how much you can borrow. Make sure you have a clear understanding of your limits to avoid overstretching yourself.

Interest Rates Matter: Pay close attention to the type of interest rate (fixed or variable) and how changes in the rate could affect your repayments in the long run.

Fees and Hidden Costs: Loans come with additional costs like application fees, ongoing charges, and early repayment penalties. Factor these in to get the full picture of what you're committing to.

Explore our loan guides here: https://www.charterfinance.com.au/

17/10/2024

At Charter Finance, our mission is to make financial stress a thing of the past.

We're here to help you reduce bad debt, manage your money effectively and build wealth through property.

Let us guide you on your journey to achieving financial wholeness both at home and at work.

Looking for personalised credit advice? Click below to connect with one of our consultants.
https://www.charterfinance.com.au/contact/

15/10/2024

At Charter Finance, we're not just about numbers; we’re about making your financial dreams a reality.

Whether you’re investing in property, securing your first home, or expanding your business, our team of experts is here to guide you through every step.

We combine personalised service with industry expertise to create solutions that are tailored just for you.

Trust us to navigate the complex world of finance and help you achieve your goals with confidence. Your financial success starts here.

Learn more here: https://www.charterfinance.com.au/faq/

14/10/2024

What clients are saying about us!

Looking for personalised credit advice? Click below to connect with one of our consultants.
https://www.charterfinance.com.au/contact/

13/10/2024

Applying for a loan can feel overwhelming, but we're here to simplify the process for you. Here's what you need to know:

Initial Assessment: We'll assess your income, savings, liabilities, and expenses to determine how much you can comfortably afford, outlining monthly repayments based on your current budget.

Pre-Application Preparation: Before applying, it’s crucial to address potential obstacles like credit card debt or a weak credit score. This upfront work can improve your chances of loan approval.

Choosing the Right Lender: Not all lenders are suitable for every borrower. We'll guide you to the best options tailored to your unique circumstances.

Learn more here: https://www.charterfinance.com.au/faq/

10/10/2024

Planning your next property purchase? 🏡 Make sure you're not caught off guard by hidden costs. With our Stamp Duty Calculator, you can easily estimate how much you'll need to set aside, giving you a clearer picture of your financial journey.

Whether it's stamp duty, borrowing capacity, or repayment plans, our suite of mortgage calculators is here to help you make informed decisions.

Calculate your stamp duty and more here: https://www.charterfinance.com.au/stamp-duty-calculator/

09/10/2024

How can Charter Finance help you reach your financial goals? 💡

At Charter Finance, we take the stress out of all the steps out all the planning thats required to achieve your financial goals. From guiding you through the property buying process to providing expert advice on mortgage management and wealth growth, we're here for every step of your journey.

Our tailored solutions ensure you're equipped with the right tools, whether it’s maximising your borrowing potential or creating strategies to pay off your mortgage faster.

Let us help you make confident, informed decisions.

Looking for personalised credit advice? Click below to connect with one of our consultants.
https://www.charterfinance.com.au/contact/

29/09/2024

Don't make this mistake. Speak to our experts for the best credit advice.

Need credit advice? Click the link below to speak with one of our consultants today.
https://www.charterfinance.com.au/contact/

26/09/2024

At Charter Finance, we're here to navigate your financial journey toward a brighter future. 🚀

Get expert advice on mastering your money, eliminating debt, and making smart property investments.

Looking for personalised credit guidance? Click the link below to get in touch with one of our experts now: https://www.charterfinance.com.au/contact/

24/09/2024

Proud to partner with Suncorp Bank! 🏦

At Charter Finance, we collaborate with trusted institutions like Suncorp to provide our clients with tailored financial solutions.

Suncorp’s commitment to customer-first banking aligns perfectly with our mission to help you navigate your property journey with confidence and ease.

Together, we're unlocking more opportunities for your financial growth.

Need credit advice? Click the link below to speak with one of our consultants today.
https://www.charterfinance.com.au/contact/

24/09/2024

Today, the board held the cash rate at 4.35%.🔒

The August forecast predicts inflation will drop back to the 2-3% target by late 2025, reaching the midpoint in 2026. This is based on signs the economy isn’t handling demand as well as expected, with inflation sticking around and the job market staying strong.

Worried about how the cash rate may impact your finances and investments?

Get in touch with our team today!

23/09/2024

Check out some of our team's top podcast recommendations! 📖

Do you listen to any of these? Let us know in the comment below!

22/09/2024

Thank you for the fantastic review! 🌟

We're thrilled to hear that Dean and the team made your first home-buying experience so positive. We're here to make your property journey as smooth and rewarding as possible.

Here's to many more milestones ahead! 🏡

Need credit advice? Click the link below to speak with one of our consultants today.
https://www.charterfinance.com.au/contact/

19/09/2024

Absolutely! At Charter Finance, we believe in setting you up for success from the very start.

That's why we offer a complimentary assessment to help you chart your path toward financial growth.

Whether you're looking to explore mortgage options or assess your property investment potential, our free tools and expert advice are here to guide you.

Start your journey today and take control of your financial future with confidence.

Curious about your financial options? Click the link below to speak with one of our consultants today.
https://www.charterfinance.com.au/contact/

17/09/2024

Feeling overwhelmed by finances? 😟 Let’s simplify and destress your financial journey!

At Charter Finance, we're dedicated to helping you pave the way to financial freedom. 🌟 Here are three practical tips to get you started:

👉 Budget with Purpose: Begin by understanding where your money goes. Create a tailored budget that includes setting aside funds for debt repayment and savings.

👉 Focus on High-Interest Debt: Prioritise paying off high-interest debts first. This will reduce the total interest you pay, helping you to become debt-free faster!

👉 Build a Safety Net: Start small if you need to, but start! Even a modest emergency fund can prevent the need to borrow when unexpected expenses pop up.

Need credit advice? Click the link below to speak with one of our consultants today.
https://www.charterfinance.com.au/contact/

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Our Story

Charter Finance was founded by Dean Perlman in 2010. The team have background in law, commerce, banking and property development, with extensive experience in commercial debt finance.

Our mission is to ensure that every dollar our clients earn in their chosen profession or business, which is then invested into property, delivers the best long-term return as possible for them.

The relationships we have with our clients is built on integrity. We leverage our well-regarded industry knowledge to fulfil our clients’ needs so that we provide the absolute best outcome for our clients.

People are fussy (as are we!) about the coffee they are served. All the more so should they be when it comes to their most valuable material assets. Our team’s attention to detail, responsiveness and ability to accurately determine our clients’ needs is what helps set us apart in delivering a best of industry outcome.

Videos (show all)

What sets us apart?Looking for personalised credit advice? Click below to connect with one of our consultants.https://ww...
Do the banks have your best interest at heart?Looking for personalised credit advice? Click below to connect with one of...
It's time to PIVOT in a different direction with Charter Finance. 🤣Seeking personalised credit advice? Click the link be...
Feeling like you are drowning? Charter Finance can help.Looking for personalised credit advice? Click below to connect w...
What clients are saying about us!Looking for personalised credit advice? Click below to connect with one of our consulta...
Don't make this mistake. Speak to our experts for the best credit advice.Need credit advice? Click the link below to spe...
Check out some of our team's top podcast recommendations!  📖Do you listen to any of these? Let us know in the comment be...
Have you heard about the US interest rate cut today? Here's what you need to know if you are in Australia 🤔#financialwel...
With over 75+ ⭐⭐⭐⭐⭐reviews and counting, Charter Finance is not your average lender, we're here to be you partner on you...
Financial stress affects physical health, relationships, mental health and families – and an alarming statistic is that ...
To determine the best structure for you, we’d first need to ask you (or your advisers) some additional questions. There ...
Check out some of our team's top book recommendations!  📖Have you read any of these? Let us know in the comment below!

Address


Suite 11
Sydney, NSW
2028

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5pm
Friday 9am - 5pm

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