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About Us

Our Value Proposition

The 'role' of a Financial Planner can be described in four stages:

  • Coach - to track client's lifestyle goals via a disciplined approach;

  • Adviser - to interpret complex issues and to implement a strategic solution for the advantage of clients;

  • Mentor - to educate and communicate solutions and outcomes;

  • Project Manager - to review debt management, risk management, estate planning and other important financial matter

Based on these roles, Diamond Financial Solutions value proposition is:

  • Integrity - Our level of service, professionalism and dedication to clients will never be compromised. We will endeavour to conduct ourselves in an ethical and socially responsible manner at all times.  

  • Passion

  • Vision - Through forward planning we will provide a framework that will see our company continue to adapt to the modern economic environment to ensure client security, maintaining carefully trained staff committed to serving the interests of our clients.

  • Resourcefulness

  • Excellence

 

 

Diamond Financial Solutions
Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: 750 Collins Street PO Box 2830 Melbourne Victoria 3001
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