ChesterFields Financial Services -

Expert Financial Advice to Help You Maximise & Protect Your Wealth

Simplify Your Finances with Chesterfields Financial Services

Book a consultation

Our Goal Is Simple:
To Help You Control Your Spending, Save Money and Reduce Overall Financial Stress

At Chesterfields Financial Services we can provide advice on many different areas. Often these areas overlap each other so it is important to look at financial planning in a holistic manner.

See AlL services

Debt & Credit
Management

Tax
Planning

Insurance
Planning

Investment
Management

Retirement
Planning

Estate
Planning

Financial-Advisor-Meeting

We Offer a Personal Touch That the Big Firms Don't

  • Privately Owned
  • Great Personalised Advice
  • Direct Access to Our Team

Since 2015, our team has operated under our own license which enables us to work free of influence by any bank or financial institution. This ensures that the financial advice we provide is without bias or influence and always in your best interests.

About us

Expand Your Knowledge With Our Online Resources

At Chesterfields, we believe in our client’s financial wellbeing and their understanding of financial concepts. We understand that the financial industry is full of terminology and concepts that can be difficult for people to understand.

Financial Knowledge Centre

We provide you with a comprehensive online resource to help expand your knowledge about all things finance-related. The centre provides access to over 800 pages of interesting, educational and fun material that anyone can follow along to.
chesterfields-financial-centre-laptop-mockup

Learning Modules

Our 12 learning modules allow you to undertake more in depth research on a wide range of topics.

Videos

A library of animated videos that explain complex financial aspects in a simple & entertaining way.

Quizzes

Test your knowledge and increase your financial IQ with our fun and interactive online quizzes.

Articles

Explore hundreds of articles on a range of financial topics, with new content every month.

Calculators

A range of over 20 different financial calculators, which can be used to better understand your 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.
01
Book Your Initial Consultation
During the call, the financial planner will gather information about your current financial situation and goals, and provide an overview of their services and how they can help you achieve your financial objectives.
02
Provide us With
Your Information
Fill out our online introductory forms so we can gather basic information about your income, expenses, assets, and liabilities to get a comprehensive understanding of your current financial standing.
03
Discovery Meeting
After analysing the information provided, we will arrange a follow-up meeting so we can obtain a deeper insight to your financial situation before moving forward with the creation of your unique financial plan. You may also take this opportunity to address any queries or concerns you may have.
04
Develop Your Unique Plan
We then get to work developing a range of strategies and where applicable, recommend products that will help you meet your goals. Our team will thoroughly research and investigate all potential avenues to ensure that no stone is left unturned.
05
We Present
Your Plan
Once your plan is complete, we'll schedule a meeting to present it to you in person, making sure to clearly and concisely communicate the plan, cutting through any complex concepts or jargon. We'll explain our suggested options, as well as alternatives we considered and why we believe our recommendations are the best fit for you.
06
Put Your Plan
into Action
Once you are happy with our recommendations and ready to proceed with your financial plan, our team will work with you to complete the rest of the process. We will also work with any third-party providers, such as insurance companies or investment firms, to ensure that all necessary steps are taken to implement your plan.
07
Review & Monitor
We know life constantly changes, as might your goals, priorities and preferences. We develop dynamic strategies and frequently monitor your situation to make sure you stay on track to achieve them. At Chesterfields, we foster a collaborative team environment and ensure that there is always someone available to assist you on any queries you may have.

Our 7 Step Financial
Planning Process

We keep you informed and empowered throughout the whole process.
Testimonials -

Our 7 Step Financial
Planning Process

We keep you informed and empowered throughout the whole process.

01
Book Your Initial Consultation

During the call, the financial planner will gather information about your current financial situation and goals, and provide an overview of their services and how they can help you achieve your financial objectives.

02
Provide us With
Your Information

Fill out our online introductory forms so we can gather basic information about your income, expenses, assets, and liabilities to get a comprehensive understanding of your current financial standing.

03
Discovery Meeting

After analysing the information provided, we will arrange a follow-up meeting so we can obtain a deeper insight to your financial situation before moving forward with your unique financial plan. You may also take this opportunity to address any queries or concerns you may have.

04
Develop Your
Unique Plan

We then get to work developing a range of strategies and where applicable, recommend products that will help you meet your goals. Our team will thoroughly research and investigate all potential avenues to ensure that no stone is left unturned.

05
We Present
Your Plan

After completing your plan, we'll present it to you in person, explaining our suggested options and why we believe they're the best fit. We'll cut through any complexity and jargon to ensure clear communication, and discuss alternatives we considered.

06
Put Your Plan
into Action

When you are ready to proceed with your financial plan, our team will work with you as well as all third party providers, such as insurance companies and investment firms to complete the rest of the process.

07
Review & Monitor

At Chesterfields, we create dynamic strategies and monitor your situation to keep you on track as your goals, priorities, and preferences change. We foster a collaborative team environment, providing assistance with any queries you may have.

Our 7 Step Financial
Planning Process

We keep you informed and empowered throughout the whole process.
01
Book Your Initial Consultation
During the call, the financial planner will gather information about your current financial situation and goals, and provide an overview of their services and how they can help you achieve your financial objectives.
02
Provide us With
Your Information
Fill out our online introductory forms so we can gather basic information about your income, expenses, assets, and liabilities to get a comprehensive understanding of your current financial standing.
03
Discovery Meeting
After analysing the information provided, we will arrange a follow-up meeting so we can obtain a deeper insight to your financial situation before moving forward with the creation of your unique financial plan. You may also take this opportunity to address any queries or concerns you may have.
04
Develop Your
Unique Plan
We then get to work developing a range of strategies and where applicable, recommend products that will help you meet your goals. Our team will thoroughly research and investigate all potential avenues to ensure that no stone is left unturned.
05
We Present
Your Plan
Once your plan is complete, we'll schedule a meeting to present it to you in person, making sure to clearly and concisely communicate the plan, cutting through any complex concepts or jargon. We'll explain our suggested options, as well as alternatives we considered and why we believe our recommendations are the best fit for you.
06
Put Your Plan
into Action
Once you are happy with our recommendations and ready to proceed with your financial plan, our team will work with you to complete the rest of the process. We will also work with any third-party providers, such as insurance companies or investment firms, to ensure that all necessary steps are taken to implement your plan.
07
Review & Monitor
We know life constantly changes, as might your goals, priorities and preferences. We develop dynamic strategies and frequently monitor your situation to make sure you stay on track to achieve them. At Chesterfields, we foster a collaborative team environment and ensure that there is always someone available to assist you on any queries you may have.
TESTIMONIALS
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 from our perspective we certainly have this from our relationship with Mark."

Tonia & Bill Swetman

After my Trauma Cover claim for breast cancer was initially declined, I was referred to Mark & Lynne at Chesterfields. They were the best referral I've ever received. Lynne was empathetic, clear, and honest throughout the process, and super efficient! When the claim was successful, she laughed and cried with me. Thank you, Lynne, for being our angel and relieving the pressure off my family and me.

Joelle

"As a self-employed professional, I was struggling to manage my finances and plan for the future. That's when I turned to Chesterfields for help, and it's been one of the best decisions I've made. Their team of experts provided me with a comprehensive financial plan that addressed all my concerns and goals. They are proactive, responsive, and genuinely care about their clients' financial success. Thanks to Chesterfields, I feel confident about my financial future."

Christine

"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 from our perspective we certainly have this from our relationship with Mark."

Tonia & Bill Swetman

"Chesterfields has been my trusted financial advisor for over five years now. Their team of experts helped me navigate some of the most challenging financial decisions of my life, from buying a house to planning for retirement. They are patient, knowledgeable, and always available to answer my questions. I appreciate their personalised approach to financial planning and investment management, and I trust them to always have my best interests in mind."

Client 3

"I've been a client of Chesterfields for several years now, and their guidance has been invaluable in helping me navigate complex financial decisions. Their team takes the time to understand my unique financial situation and provides tailored solutions that work for me. I appreciate their transparency and honesty, and I trust them to always have my best interests in mind. I highly recommend Chesterfields to anyone looking for expert financial advice."

Client 6

"I've been a client of Chesterfields for several years now, and their guidance has been invaluable in helping me navigate complex financial decisions. Their team takes the time to understand my unique financial situation and provides tailored solutions that work for me. I appreciate their transparency and honesty, and I trust them to always have my best interests in mind. I highly recommend Chesterfields to anyone looking for expert financial advice."

Client 6

"I've been a client of Chesterfields for several years now, and their guidance has been invaluable in helping me navigate complex financial decisions. Their team takes the time to understand my unique financial situation and provides tailored solutions that work for me. I appreciate their transparency and honesty, and I trust them to always have my best interests in mind. I highly recommend Chesterfields to anyone looking for expert financial advice."

Client 6

"I've been a client of Chesterfields for several years now, and their guidance has been invaluable in helping me navigate complex financial decisions. Their team takes the time to understand my unique financial situation and provides tailored solutions that work for me. I appreciate their transparency and honesty, and I trust them to always have my best interests in mind. I highly recommend Chesterfields to anyone looking for expert financial advice."

Client 6

"I've been a client of Chesterfields for several years now, and their guidance has been invaluable in helping me navigate complex financial decisions. Their team takes the time to understand my unique financial situation and provides tailored solutions that work for me. I appreciate their transparency and honesty, and I trust them to always have my best interests in mind. I highly recommend Chesterfields to anyone looking for expert financial advice."

Client 6
Happy-Family-In-Meeting

Save Time, Be More Organized & Feel Confident That Your Financial Future is Secure

Schedule a call