Financial Fitness for Women

Sign up

to receive our FREE video series for women who want to take control of their finances and plan for their future

Your privacy is important to us and Charter Financial Planning Ltd which is part of AMP. You may request access to your personal information at any time by calling us on 03 9373 3500 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

Financial Planning for a stronger more empowered generation of women.

Embrace your financial journey, create a healthy relationship with your money, gain peace of mind and know that taking control of your finances can be an empowering and uplifting experience, no matter what your current situation.

Together we can help you achieve both your financial and lifestyle goals.


I believe that when it comes to money, women don’t have to take a back seat, go it alone or suffer from stress and anxiety when thinking about their finances.

When they become more financially educated and understand their options in regards to managing, protecting and building their wealth, it can leave them feeling more empowered and excited about creating a financial plan to help them live the lifestyle of their dreams!

I’m on a mission to help women who haven’t been involved in managing their finances in their relationship and would like to, or those who are single or recently divorced to understand their options and become excited about creating a financial plan to meet their lifestyle goals.

Improving your relationship with money, establishing a financial plan and setting your lifestyle goals can be a very rewarding experience.

The more financially educated you are, the more empowered you will be to make wise financial decisions and it can leave you with peace of mind when thinking about your financial future.

I help women by teaching them that managing their money can be fun and easy! I start with defining your ideal lifestyle and then creating a financial plan to meet your lifestyle goals. From there I will support you each step of the way over the long term, through your life phases and all the way into your retirement.

It’s not always easy taking the first step towards doing something about your financial situation or planning for your financial future, but I’m here to hold your hand and take you through step by step via our financial planning process which will leave you wondering why you didn’t contact us sooner!

I believe that money and finances don’t have to be something to be scared of, I can teach you how to use your money and create a new money mindset that will set you free from financial stress and anxiety. Together we will build a solid foundation to achieving your goals.

I am passionate about financial planning and have worked with many women, educating and empowering them to take control of their finances and set them on a path to live the lifestyle of their dreams.

I look forward to helping you do the same.

We have offices in Ascot Vale and Melbourne CBD.
If you would like to book an appointment with Suzanne in Ascot Vale or Melbourne CBD, or one of our financial advisers in other areas, simply call or email us today!