15 Reviews

Christine Brown

Matthews Steer Pty Ltd

Platinum

22 Yrs Experience

Essendon Fields, VIC 3041

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“Helping clients achieve financial freedom is the greatest success story”

There is no simple solution to achieving freedom, but what I do best is map out a detailed process outlining how this can be achieved based on knowledge and discipline.

I have been working in financial services for the last 14 years, advising high net worth individuals and business owners on their overall investments and investment strategy. Prior to starting in the financial services sector, I sold my own successful business which I had started and operated for over 10 years.

I am a qualified Accountant with over 30 years’ experience dealing with business owners.

Given my personal experience in business, I have particular expertise in identifying and resolving the complex issues facing business owners.

I use my detailed knowledge of business cash flows and tax structures to provide investment strategies that facilitate the transfer of a client’s business wealth into their own personal wealth.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Complex Investments
Small Business Advice
Tax Strategies
Growing Assets

During the initial meeting I will explain our competitive ongoing fee structure.

5.00 December 2024

Christine has been managing my financial portfolio for a number of years now. She understands my needs extremely well, listens to my questions and will always follow up on any outstanding items. Her attention to detail is very high and I could not be happier with her customer support.

5.00 December 2024

Christine is very family oriented. She has a very pleasing and professional demeaner and has a very widespread knowledge of the importance of careful planning and of superannuation.

5.00 December 2024

Christine has been my financial adviser since my retirement in July 2021. During this period I have always found her to be a very genuine and approachable person. Her knowledge of investment options and how they can relate to my financial requirements, planning, taxation and long term goals has been exceptional. Christine's extensive knowledge and personalised service, has given me the confidence I require when appointing someone to manage and advise me on my personal financial matters. I would have no hesitation in recommending Christine as a financial adviser.

5.00 December 2024

Christine is a direct and clear communicator, she responds quickly and follows up requests promptly with information needed to support our confident decision making across all areas of our financial planning. She has a really encouraging "can-do" attitude and has helped us to clarify our goals and make a clear and achievable plan to reach them. I would recommend her to anyone needing to create order in their financial affairs, to clarify their needs then to lay out a step by step plan to achieve their best retirement and investment portfolio. It's always a pleasure dealing with Christine and I now feel confident that everything is in place as it needs to be to maximise our financial wellbeing. We are very grateful for her support and knowledge.

5.00 December 2024

My husband and I trust Christine Brown totally with what direction she takes with managing our portfolio. We have learnt so much in the short time we have known Christine and we have no hesitation in recommending her services to anyone needing strategies for their future investment, retirement or other plans.