Hi! I’m Charles Bagguley, and when I’m not getting wrestled by my kids on the trampoline, or getting chased by my bees, I love helping my clients identify, plan and achieve their aspirations and financial goals.

The most rewarding aspect of my role is helping my clients through the significant challenges of life, especially the problems that keep them up at night. This could be anything from planning a comfortable retirement, modifying spending habits, working through complex estate/farm succession issues or financially adapting to a change in health, relationship or the loss of a loved one.

I enjoy helping out as the Treasurer of the Five Star Project and planning and speaking at community information days run by the Aged Care Network.