65 Reviews

Chris Brown

Chapters Retirement Partners

Platinum

15 Yrs Experience

Osborne Park, WA 6017

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Hi, I’m Chris- an experienced Senior Financial Adviser and Director/ Partner based in Perth, Western Australia.

Our central office is located in Osborne Park where I can meet with clients, or I can have a video call with Australian clients from any location.

I've been a licensed Financial Adviser now for the past 15 years, and have been working in financial services for 19 years total. I now only partner with new clients who are aged 50+.

I help clients of Chapters Retirement Partners to 'Finish Strong'- to make the most of their remaining working lives and to live happily in the increasingly large chapter of life in retirement.

The greatest professional reward for me is helping clients to be financially comfortable, masters of their own time, see legacies play out, share knowledge and enjoy more of what they value.

My clients know me as friendly and responsive, while behind the scenes I’m organised, methodical and diligent.

Outside of work - I’m all about family, and also enjoy skateboarding, watching the Canberra Raiders, and spending time at the beach.

My advice at Chapters Retirement Partners is all about helping clients:

1) Fund More - of their desired lifestyle

2) Worry Less - amount money and feel more certainty

3) Simplify it All- through money management

💲Whether someone is still working in their 50’s or older, or already retired- I can help them take action on their finances today and Finish Strong! 💪

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 November 2024

We have known Chris Brown for a few years now. His services are very professional and helpful which has helped us to make the decisions required as we plan for the future. He has always ensured we (the clients) felt safe and financially cared for.

Chris took the time to understand our circumstances and undertook a thorough review. There was no pressure and everything was explained clearly and we were given plenty of opportunity to ask questions and consider the advice before proceeding. The paperwork has been comprehensive and issued in a timely manner. We were valued and reassured that we have a good financial plan tailored to our needs. He walked us through the way they invest and charge a base fee, not make money on what they “sell”, but instead, focus on their client’s needs and goals.

Chris has been in regular communication, making sure we are comfortable with the strategies in place, and that our needs or goals have not changed. Fantastic service from a professional. Thank you so much.

N & N Hirani

5.00 September 2024

I spoke with a few Financial Advisers before; however, no one was as thorough as Chris. He is very knowledgeable and patient and that makes me feel very comfortable about his advices. I am very satisfied with his service and I highly recommend Chris as a financial adviser.

5.00 August 2024

We became aware of Chris Brown through my wife's work. After having a couple of meetings with Chris to go through our current working, insurance and financial situations he created a strategy that fitted our needs. It has been in place since late June 2024 and has led to me being able to become part-time, working a four day week. I draw on my superannuation to top up my wage so I am not out of pocket. Chris has also helped me to reduce how much tax I pay. We are happy to refer family and friends to Chris if they need help with their finances and future strategies.

5.00 August 2024

We approached Chris at Chapters Retirement Partners to help us steer in the right direction and prepare for my retirement in a few years from now.

He prepared 3 what-if scenarios, so we could decide on investments and priorities. It was perfect to get a clear picture of what it meant for our retirement. It was exactly what we wanted. We also fine tuned some of our health insurance to minimize cost. This was not straight forward as it can get complicated with age. Chris had a lot of patience with us so we managed to finalize the new insurance. He was very thorough and always helpful in completing every task along the way. We would be more than happy to recommend Chris to anyone. We would like to thank Chris for his great work.

5.00 July 2024

Chris was extremely attentive listening to my needs for the future. We now have a solid plan in place to achieve those outcomes without impacting my current lifestyle or budget.

Highly recommend Chris.