Christopher Smith

With 7 years of experience as a financial adviser and 6 years in Client Services prior to that, I bring a wealth of knowledge and a holistic approach to every financial plan I create. My areas of expertise include retirement planning, insurance, superannuation, estate planning, investments, tax planning, and wealth accumulation.

I hold a Master of Financial Planning and am a proud member of the Financial Advice Association Australia as well as an Associate Member of the Self Managed Super Fund Association. My qualifications ensure that I stay at the forefront of industry standards and best practices.

Taking a holistic approach ensures that no goal is left out of the equation, and I make it a priority to consider every aspect of my clients' financial lives. I typically work with retirees, pre-retirees, high-net-worth individuals, and high-income earners, providing tailored advice that aligns with their unique goals and circumstances.

I strive to make complex financial concepts accessible and to provide advice that empowers my clients to achieve their financial goals.

Clients choose to work with me because I am committed to their success and dedicated to delivering personalised, comprehensive advice. Trust is the cornerstone of my practice, and I work tirelessly to earn and maintain it with every client I serve.

I would love to work with you to help you achieve your financial objectives. Feel free to contact me to schedule a consultation and learn more about how I can help you reach your financial goals.