Client Focused Financial Planning

Client Focused Financial Planning is a financial planning practice on the Sunshine Coast, started in 2010 by Graham Chatterton. Chatterton completed an economics degree in 1997 and has worked in financial planning since that year, starting his first practice in 1998. The practice is licensed by a private dealer group. Chatterton is a dedicated family man with two teenage children, and is passionate about improving financial literacy, especially in young people, and about helping close the financial gender gap many women experience.

Client Focused Financial Planning provides financial planning services including investment properties, tax planning with accountants, private school fees, super funds, savings, retirement lifestyle, career peaks, and estate planning. Advice can cover a single aspect of finances, such as superannuation or personal protection packages. Chatterton sees people across the Sunshine Coast at locations in Tewantin, Mooloolaba, Nambour or Caloundra.

Insurance and superannuation work runs through the feedback for Client Focused Financial Planning, and across accounts stretching back years one adviser, Graham, is named repeatedly. Customers describe him as patient and unhurried, taking time to understand what each household hopes to achieve before any strategy is drawn up. A detail many reviews return to is the way complex arrangements are explained in plain terms, with reviewers noting that queries were answered at their level and that assumptions were tested rather than simply accepted. Insurance activity recurs throughout: cover has been compared across providers, long-held policies have been restructured, and existing arrangements were reviewed after overpayment was identified.

Clients who work unusual hours mention that contact was arranged around their schedule. Advice on superannuation and investments is described as realistic and tailored, opening options people had not previously considered, whether the aim is an initial plan or preparation for later life. Long-standing relationships feature in many accounts, with some clients returning each year to renew cover and continue planning. Several reviewers place Graham's friendly, willing manner and his habit of going further than expected at the centre of their remarks, with retirement planning a frequent next step.