
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.
Are you a Medical Professional?
We look after your financial wellbeing while you’re busy looking after the wellbeing of others.
