Other Services

At Chardon and Abbott, we want to make borrowing money easy so we can put you in contact with other professionals who will help you buy your home.

We work alongside real estate agents, solicitors and conveyancers with the same ‘quality service’ mindset we have. We also have strong alliances with chartered accountants/tax agents, insurance brokers and financial planners and can even look after your Will and insurance requirements.

At Chardon and Abbott, we aim to exceed your expectations.

Put you in contact with appropriate professionals
Alliances with charted accountants
Ensure all expectations are succeeded

Financial Planner – Craig Small

Craig Small Adv Dip. FP
Financial Planner

Mob – 0430 870 844
Tel – 02 4733 7557
Fax – 02 4733 7557

Office – Suite 4, 354-360 High St
Penrith NSW 2750

Postal – PO Box 7360
South Penrith NSW 2750

Email – craig@evolutionwealth.com.au

EVOLUTION Wealth Management

Your house is insured. Are you?

What would be the financial outcome if your partner died? Most people do not have enough life insurance. Life insurance provides you with peace of mind knowing your loved ones are looked after.

I can provide you with an obligation-free assessment of your circumstances.

We specialise in the following services:

  • Superannuation
  • Self managed Superannuation Funds
  • Retirement Planning
  • Asset Protection with Personal Risk Insurance i.e. Life Insurance, Total and Permanent Disability Insurance, Trauma/Recovery Insurance and Income Protection
  • Wealth Creation Planning
  • Investments, Managed Funds and Shares
  • Save Tax! And Transition to Retirement with your super at age 55 and above

    • Stephen Footit – Commercial Lending

    Stephen Footit
    Commercial Lending

    Mob – 0408 166 349
    Email – steve.footit@rfegroup.com.au

    Personal
    Steve is married with three married boys, together with five grandchildren. He is a keen spectator of most sports along with enjoying running and riding his bike.

    Qualifications
    Steve has a Diploma in Accounting and a Diploma in Financial Services. He has personal accreditations for both residential and commercial lending with over 25 lending institutions.

    Experience
    Steve commenced in the financial services (banking) industry in 1969 and has had a broad range of experience in residential and commercial lending. Steve has had more than 25 years experience in corporate and business banking roles.

    In 2004 Steve left the banking industry and joined a national broking aggregator where he established a commercial lending platform under some 600 residential brokers Australia wide.

    Steve was a finalist (runner up) in the 2007 MFAA Awards for Commercial Lender of the Year

    Services offered
    Steve is able to provide access into multiple lending institutions which include
    - major banks
    - regional banks
    - mortgage managers
    - superannuation funds
    - non bank and private lenders

    He is able to consider financing requests for
    - commercial property purchase and refinance
    - commercial development finance
    - equipment finance
    - business cash flow financing including franchise lending