Chris Lau

Lifespan Financial Planning

Gold

11 Yrs Experience

Sydney, NSW 2000

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I do what I do because of my childhood. Seeing the effects of financial difficulty first hand has built a strong passion to try prevent this for others. My value is being committed to solving your financial problems/goals.

I have joined a boutique in Private client advisory and Lending to deliver bespoke and tailored financial solutions.

Our clients span from:

Individuals straight out of university wanting to save for their first house or investment portfolio
A young professional couple looking to set goals on building a future together
A family where planning for the kids education and protecting the legacy is critical
Small business owners taking a step back to make sure there is a backup plan
Figuring out the next lifestyle challenge when work is no longer required

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Socially Responsible
Borrowing
Growing Assets
Budgeting

Clear fixed fee for upfront and ongoing service arrangements. Flexible based on complexity of advice.

4.50 January 2025

Chris has been my adviser for many years and I cannot fault his advice or counsel. I feel I can ask him advice (as a friend) and like that he understands my situation and budget constraints. He is easy to understand, will go over things with patience and give me good advice. I have recommended him to local friends. But at our stage in our mature lives... most have made decisions they are happy with. I am very happy with my retirement position.

5.00 December 2024

We started a discussion with Chris to have his inputs on our budget and how we could reach our goal. The discussion morphed into a thorough review of our financial situation by Chris who also really took the time to know us, what is important to us, our values to propose us the most adequate solution. During this process, our situation changed dramatically. This did not bother Chris at all. He understood and changed quickly his focus to another aspect of our financial life we never really focused on before (insurances). All along the process, Chris was totally transparent, answered all our questions clearly and precisely, shared his massive experience and and and....was super patient!

So in a nutshell, if you not sure what to do, and feel you need someone to bounces idea, to guide you without any attitude, call Chris.

5.00 November 2024

Chris has been our adviser for many years now. We have always been able to trust in his sound advice and friendly and honest nature. We would not hesitate to recommend him to anyone looking for financial advice.

5.00 July 2024

Chris is a highly knowledgeable adviser who consistently goes above and beyond his duties to ensure his clients achieve the best possible outcomes. His exceptional ability to communicate and simplify complex matters is second to none.

4.75 May 2024

I am a retiree, and working with Chris has been the first time I have had detailed financial advice. Chris is knowledgeable, considered, clear, very thorough, a great listener and communicator, and patient with my ignorance! Chris has been very responsive to my specific needs and I will continue to work with him in the coming years.