Approach

Southern Charter Financial Services consultants are committed to establishing a long term relationship with our clients and their staff to provide employee benefit services that are relevant to all their individual needs, that are tax efficient, that reward and encourage loyalty. When those needs change or when opportunities to improve those benefits present themselves we are there.

Our value-adding consulting process is designed to deliver peace of mind. Managing Directors, Financial Directors and the staff know they have a reconciled retirement fund with accurate online reporting, that the life cycle investment strategy manages both their asset allocation risk and their fund manager choice, that their risk benefits are structured as tax efficiently as possible. Members know they are on target to achieve their financial goals.

We are with you for the long haul!

Mark Thompson
CEO Southern Charter

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Contact us about our Employee Benefits services