Why US?

Charter Finance Wholeness Journey offers an experience to clients where the only action required from them is to engage one service provider.

Instead of searching multiple lenders, financial planners, insurance and property experts, our clients can find all they need under one umbrella – one stop shop!

We are far ahead of your standard brokerage firm. At Charter Finance, you will learn how to pay off your mortgage before 30 years and also learn how to take control of negative financial habits.

If you’re ready to take control of your financial future, contact our team today.

The Financial Wholeness Journey

Charter Finance - Financial Wholeness Journey

“Our mission in this journey is to eliminate stress and pressure in our clients lives by helping them reduce bad debt, manage their money, and create wealth through property in order to achieve financial wholeness in their homes and workplace.”

About us

We are far ahead of your standard brokerage firm. At Charter Finance, you will learn how to pay off your mortgage before 30 years and also learn how to take control of negative financial habits.

Experience the difference

Charter Finance Wholeness Journey offers an experience to clients where the only action required from them is to engage one service provider.

Instead of searching multiple lenders, financial planners, insurance and property experts, our clients can find all they need under one umbrella – one stop shop!

My journey

As part of your Financial Wholeness Journey, you have full access to our personalised technology, where you can track your performance on your Journey.

Meet some of Our Clients

5/5

Dean and his team were able to put together an optimal package for me that consolidated multiple loans and simplified and reduced my overall interest and principal payments...
I couldn't be happier with the result, the professional service, the efficiency and the constant follow up. Thank you Charter Finance!

Lance Kalish
Co-founder at Yoobi Global
Charter Finance client since 2015
5/5

Charter finance has helped me with two mortgages, including one that was fairly complex involving buying a property with family... They do an excellent job of navigating the various options and explaining the process in detail. After the mortgage is settled they are proactive with advice and have since helped refinance my mortgages and as a result saved me a considerable amount of time and money. I recommend Charter Finance completely.

Kirk Symons
Retail Operations Lead at Google
Charter Finance client since 2014
5/5

I have been working with Dean and the Charter Finance team for more than 10 years for all of my property mortgage needs. Dean is a pleasure to work with and has always gone above and beyond to ensure that I fully understand the complexity of the financial arrangements I am entering into... I’d have no hesitation in recommending the team.

Ian Flemington
Global HR Leader at Kimberly Clark
Charter Finance client since 2017

Let us help you

Borrowing Capacity Calculator

"How much can I borrow?"

Loan Repayment Calculator

"What will my repayments be?"

Extra Repayments Calculator

"How much will I save on interest"

Debt Reduction Calculator

"When will I be debt free"

Refinancing Calculator

"How much can I save"

Stamp Duty Calculator

"How much stamp duty will I pay"

Income Tax Calculator

"How much tax will I pay"

Buying and Selling Calculator

"What costs will I have?"

Rate Change Calculator

"What will my new repayments be?"