Chris’ clients

Chris has a strong track record for building successful, long-term relationships with his clients and delivering great results. His clients come from many different walks of life. Chris’ down to earth personality translates to a straight-talking and no-frills approach to advice. Chris prides himself on his reputation for being among Australia’s best in Wealth Management and Financial Advice. He is one of the country’s most awarded advisers, regularly recognised for his expertise, sophisticated advice and client service.  

Chris and his dedicated team advise a wide array of clients with solutions tailored to each of their specific situations. His clients have diverse backgrounds and include professionals, business owners, and self-funded retirees. He has a recognised and proven understanding of the needs of high-net-worth individuals and families at different stages of their life. Chris possesses a unique grasp of the financial solutions that truly work to make a genuine difference in his client’s lives. Chris and his team share an unrelenting approach to go above and beyond to ensure his clients financial outcomes are not left to chance giving his clients the greatest possible likelihood of success.

Chris’ significant skills are applicable across a multitude of situations and circumstances. We look after Executives and Medico clients who are often in the prime of their careers and looking to maximise their wealth while they are working at top speed. High net wealth clients facing their own set of challenges require integrated advice and accounting services to support the achievement of a good return on their capital without putting it at risk and to navigate the challenges that come with investment management, tax minimisation, governance and estate planning. We also advise retired clients on how to balance living the lifestyle they want now and preserving the longevity of their capital for their lifetime and the next generation.

People come to us because they are time poor, working to support their families while trying to pay off their home or to manage capital they have built over time. They are often balancing all of this and still focussing on their career – not to mention putting kids through private school and creating long term wealth. They lead busy lives, so we support their focus by providing guidance to ensure their financial decisions are made right, and at the right time so their free time is enjoyed rather than being spent reading about financials investments and tax strategies or completing record keeping and administration. Our service ensures that they can be focussed on living their best life while they are young and healthy enough to enjoy the benefits of their hard work without worrying about running out of money or worse still losing it all.

Chris’ significant skills are applicable across a multitude of situations and circumstances.

You’ve worked hard to get where you are in a demanding profession that can be both personally and financially rewarding. But it’s true, managing your financial affairs as a medical professional can be complex and time-consuming, and a distraction from the focus and energy your career requires.

Private Wealth Management is an effective way to gain financial clarity and control and find the all-important balance between investing in your career and achieving your personal and lifestyle goals, now and into the future. VISIS offers a highly personalised, seamless and coordinated approach to managing every aspect of your financial wellbeing – from wealth creation to investment management, insurance and risk management, superannuation and retirement planning to accounting and tax services.

“Our medical professionals play a vital role in keeping the community safe. Being able to support them to make great decisions about keeping their finances safe and providing for their families ensures that they remain free to focus on doing what they do best.

What our clients say:

“Chris has provided great advice and support for structuring our wealth creation, leaving me free to focus on my area of expertise. He is focused on the long term outcomes not just the here and now. He doesn’t push a particular company or product. And that’s what I like.  He’s always there to help.”

We specialise in:

Financial Planning

Wealth Creation

Investment Management

Personal Insurance

Superannuation

Accounting & Tax

Executive Share Plans

Business Structures & Entities

Many of Chris’ clients have reached the top of the corporate ladder in ASX-listed companies and large national and multi- national corporations.

Chris is adept at leveraging the high remuneration and benefits associated with this level of career success to ensure you enjoy the lifestyle your wealth affords, now and into the future. His knowledge in the area of Employee Share Schemes and associated strategies is comprehensive.  The value he provides lies in his ability to take the weight of managing his client’s personal financial affairs off their shoulders so they can focus on the rigorous demands and responsibilities of their position.

“By having a detailed understanding of the challenges associated with the complex and variable remuneration structures that a number of executives operate under enables me to provide timely and specific advice. This knowledge gives our clients the confidence to know that their interests are being looked after with the best advice possible.

What our clients say

“Chris and his team dedicate the time required to manage my financial affairs that I simply don’t have available. They provide the advice that I need, when I need it and make sure it gets done. I only wish that I met them years ago.”

We specialise in:

Financial Planning

Wealth Creation

Investment Management

Personal Insurance

Superannuation

Accounting & Tax

Executive Share Plans

Business Structures & Entities

Chris provides strategic advice for business owners and entrepreneurs who are seeking a more effective, ‘big picture’ approach to managing their financial affairs from a personal and business perspective.

With Chris and VISIS, you enjoy the benefits of highly tailored, specialised advice and a range of services that cater for your investment, insurance, accounting and tax needs all under the one roof. It’s a unique, unrivalled combination that presents business owners and entrepreneurs with innovative, forward thinking financial solutions that unlock opportunities and remove barriers to personal and business success.

“As a business owner myself, I am acutely aware of the challenges that face fellow business owners. Being able to provide clients with tried and tested solutions to meet their unique needs is very rewarding knowing the significant amount of stress that it alleviates.”

What our clients say

“The timing and structure of the advice recommended by Chris and Wendy provided me with a significantly better outcome than I had expected. With their expertise and encyclopaedic knowledge, I managed to achieve a great tax outcome leaving me with more capital to invest. My time with VISIS has been very rewarding and they are just great people.”

We specialise in:

Financial Planning

Wealth Creation

Investment Management

Personal Insurance

Superannuation

Accounting & Tax

Executive Share Plans

Business Structures & Entities

You’ve invested a lifetime building your wealth to achieve a comfortable retirement. Now, you want to see it continue to grow while you are protected from the ever-present dangers in investment markets. You also want to make good decisions and act quickly to achieve great outcomes.

Chris works closely with self-funded retirees to manage, grow and protect their wealth through retirement using tax and investment strategies to take advantage of opportunities and protect your money. He firmly believes your retirement is a time when you should be able to continue to enjoy a life that’s rich in choice, with the confidence and freedom that comes with being financially secure.

“Hearing my clients thank us for the great results we achieve and for the peace of mind and comfort we provide is the most rewarding part. The relationships I have with my clients is very enjoyable and it is an honour that they trust VISIS to look after them.”

What our clients say

“Our worries about funding any enjoyable retirement after a lifetime of hard work are gone. Chris has provided a robust structure and investment selections that have stood the test of time. Now we can enjoy retirement, without any concerns.”

We specialise in:

Investment Management

Superannuation

Accounting & Tax Services

Estate & Succession Planning

The responsibility of stewarding family money is significant. Often High Net Wealth families have particular responsibilities to a wider family group. Chris is adept at facilitating family office style strategies that assists in navigating the key stakeholders personal objectives while honouring a co-ordinated mandate.   

Your family’s current and future wealth is often the result of many years of toil and sacrifice. This effort often drives a desire to ensure there is appropriate management of your family’s wealth enabling your hard work to support the next generation to succeed or indulge philanthropic outcomes.

Our holistic and client-focussed approach sets the standard for financial advice and private wealth management in Australia. Our bespoke service is tailored to suit the needs of each individual client or client family group. In support of this, we offer comprehensive advice across a complete suite of services including investment and wealth strategies, entities and structures, tax and accounting and SMSF administration. Our promise is we always put your interests first. With Chris, you feel important because you are important. Chris considers it a privilege to help you take control of your financial future. You can ‘rest assured’, knowing your financial affairs are managed while you enjoy the lifestyle your wealth affords you.

“Seeing a client have the confidence to indulge in an activity or endeavour that they have long been passionate about is incredibly satisfying.

“Working with High Net Wealth investors and the type of complex  situations they have is a thoroughly enjoyable opportunity to develop sophisticated solutions and structures to maximise value for them

What our clients say

“I know the management of my wealth is in the best possible hands. Chris listened to each and every one of our needs and then delivered on every promise he made. We now have confidence that we have the right partnership in place and the next generation will continue to benefit from our hard work.

We specialise in:

Investment Management

Superannuation

Accounting & Tax Services

Estate & Succession Planning

Are you a Medical Professional?

We look after your financial wellbeing while you’re busy looking after the wellbeing of others.

VISIS - A refreshingly different approach to managing your wealth