Our goal is simple: to help you control your spending, save money and reduce overall financial stress.
- 0
- Years of service
- 0+
- Clients served
- 2015
- Own licence
No bank influence
We operate under our own licence, so advice is always in your best interests.
Trusted partners
Advice that looks at your whole financial picture
Often these areas overlap, so it's important to look at financial planning holistically rather than one product at a time.
Debt & Credit Management
Structure and prioritise your debt so more of every dollar works for you instead of the bank.
Tax Planning
Legitimate, forward-looking strategies to minimise tax across your income, investments and super.
Insurance Planning
Protect your income and your family with cover that is right-sized — no gaps, no waste.
Investment Management
Diversified, evidence-based portfolios managed to your risk appetite and time horizon.
Retirement Planning
Turn superannuation and assets into a reliable, tax-effective income for life after work.
Estate Planning
Make sure your wealth passes to the people you choose, with as little friction as possible.
We offer a personal touch the big firms don't
Since 2015, our team has operated under our own licence, which enables us to work free of influence by any bank or financial institution. This ensures the financial advice we provide is without bias and always in your best interests.
Privately Owned
Since 2015 we have operated under our own licence, free of influence from any bank or financial institution.
Great Personalised Advice
Strategies built around your goals, your risk profile and your stage of life — never an off-the-shelf template.
Direct Access to Our Team
No call centres. You speak with the people who actually build and monitor your plan.
Expand your knowledge with the Financial Knowledge Centre
At Chesterfields, we believe in our clients' financial wellbeing and their understanding of financial concepts. The financial industry is full of terminology that can be difficult to follow, so we provide a comprehensive online resource — over 800 pages of interesting, educational and genuinely enjoyable material.
Learning Modules
12 learning modules that let you research a wide range of topics in depth.
Videos
A library of animated videos explaining complex financial concepts simply.
Quizzes
Test your knowledge and increase your financial IQ with interactive quizzes.
Articles
Hundreds of articles across a range of financial topics, with new content monthly.
Calculators
Over 20 financial calculators to better understand your own situation.
Terminology
Unlock the mysteries of financial jargon with our comprehensive terminology list.
Our 7 step financial planning process
We keep you informed and empowered throughout the whole process.
Book Your Initial Consultation
During the call, your financial planner will gather information about your current financial situation and goals, and provide an overview of our services and how we can help you achieve your objectives.
Provide Us With Your Information
Fill out our online introductory forms so we can gather basic information about your income, expenses, assets and liabilities, and build a comprehensive understanding of your current financial standing.
Discovery Meeting
After analysing the information provided, we arrange a follow-up meeting to gain deeper insight into your situation before creating your unique financial plan. It's also your opportunity to raise any queries or concerns.
Develop Your Unique Plan
We get to work developing a range of strategies and, where applicable, recommend products that will help you meet your goals. Our team researches every potential avenue to ensure no stone is left unturned.
We Present Your Plan
Once complete, we schedule a meeting to present your plan in person — clearly and concisely, cutting through complex concepts and jargon. We explain the recommended options, the alternatives we considered, and why our recommendation is the best fit for you.
Put Your Plan Into Action
When you're happy to proceed, our team works with you and any third-party providers such as insurance companies or investment firms to make sure every step of implementation is completed properly.
Review & Monitor
Life constantly changes, as might your goals, priorities and preferences. We develop dynamic strategies and frequently monitor your situation so you stay on track — with someone always available to help.
Building wealth, one client at a time
"We have been clients of Mark for several years. During this time he has helped us to plan wisely for our retirement and to make the transition from employees to self-funded retirees. Mark's ability to elicit our financial needs based on our personal circumstances, along with his guidance and knowledge, has given us confidence and peace of mind in managing and planning for our future. We value trust, honesty and integrity, and we certainly have this from our relationship with Mark."
Tonia & Bill Swetman
Save time, be more organised and feel confident your financial future is secure
Don't let financial uncertainty keep you up at night. Book a call with our team and take control of your future.
