we provide Financial Planning for all stages of your life
Established in 2008 with a view to providing high quality, ethical, holistic financial advisory services to clients who want a personal and trusting relationship with an advisor.
We offer a range of services to meet the needs of our clients at various stages of life in order to achieve their financial, lifestyle and insurance goals. We offer tailor-made strategies focussed on important life events that impact financial wellbeing, security, and freedom.
We are with our clients for the long haul as we want to see them realise their financial goals for themselves, their families, and their retirement.
Communication
Knowledge & Expertise
Customer care
Recommendation
"Chris has given me some great, independent financial advice on property, mortgages, managed funds, tax returns, and the overall investment market. His knowledge, experience, and clear advice has helped me make some highly significant financial decisions which I have benefited from and will continue to benefit from in the future. He has always made himself available when I needed his advice."
- Daniel, Under 35, 08 MAR 2019
Communication
Knowledge & Expertise
Customer care
Recommendation
"Chris has provided me with expert advice and support to set up an investment portfolio and ongoing financial plan in order for me to achieve my financial and lifestyle goals. I am very impressed with the level of service, the professionalism and the governance that is in place to provide me with confidence in how my money has been invested,"
- Michelle, 46-55, 06 mar 2019
Communication
Knowledge & Expertise
Customer care
Recommendation
"Chris listens and provides sound advice. He has a sense of humour and understands that not everyone wants the same things."
- KATE, 46-55, 10 dec 2018
Communication
Knowledge & Expertise
Customer care
Recommendation
"I have known Chris for 20 years plus, prior to retirement in my role as a Relationship Manager [Business Banking] I had no hesitation in recommending & introducing Chris to my clients to assist them with their financial planning needs. Prior to my retirement Chris provided me with valuable advice, especially in relation to 'transition to retirement' planning, and post retirement he has regularly reviewed & updated me on both portfolio performance and recommendations. Overall I am satisfied with the advice given and the portfolio performance in a difficult climate, the aim has been to preserve the capital and live off the income and growth, which to date has been achieved. "
- KEITH, 65+, 03 dec 2018
