Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Reviews
5
out of 5 starsShane
35-45 years old"Chris is one amazing financial planner - right from the initial contact, Chris had our best interests at heart and gave us confidence in the knowledge and advice provided. We were so impressed with Chris that we have signed up for on-going advice moving forward. I've gone from 'I do not need a financial planner' to looking forward to Chris helping us achieve our goals moving forward. Chris' communication is absolute 6 stars (our of 5) and keep us informed as each step of our initial statement of advice was completed. I would highly recommend Chris to anyone who is considering any financial planning. I will be certainly recommending his services to family/friends. "
03 Sep 2021Jenny
65+ years old""Chris has given us advice in areas including loan self managed super funds, pensions, and managing debt. Chris is always able to explain things to us in a clear way. Through Chris's knowledge and experience, I feel very confident that the advice given was right for our needs. We receive Chris's full care and attention when I needed it." We are always able to contact him with any questions and get a prompt answer."
21 Jun 2021Christine
56-65 years old"We have found Chris to be approachable , responsive and he took the time to explain plans for our approach to our finances clearly ,. We can highly recommend Chris. "
13 Apr 2021Craig
46-55 years old"Chris Holme has and still is available when needed very efficient and fast responding to and advising on superannuation, property investment and overall wealth creation strategy’s. We will continue to use H and H wealth to meet our financial goals and early retirement plan. Thankyou Chris Craig and Ann Theoharidis "
26 Mar 2021Alison
35-45 years old"Chris is a true gem! Finally a financial planner with ethics! Chris has given us time, care and attention. He has explained everything to us and works with our best interests at heart. He truly believes our success is his success and this is evident in every meeting we have. Chris is able to challenge our thinking in a respectful way to enable us to consider other options to assist us reach our own personal goals. As someone else said here, he is a keeper! "
09 Mar 2021Dennis
46-55 years old"Chris's excellent knowledge of financial services enabled him to produce a comprehensive plan for my future. This gives me great confidence my financial future is in good hands! Chris always responds to my questions/queries in a timely manner and the answers are simple and straight to the point. I look forward to a long and successful business relationship with Chris!"
04 Dec 2020My Expertise
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Budgeting
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Growing Assets
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Insurance & Protection
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Managing Debt
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Retirement Planning
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Self Managed Super Funds
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Small Business Advice
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Platinum
- Years Experience
- 10 Years
- Highest qualification
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Graduate Diploma of Financial Planning
- Industry Memberships
-
3 total
- Address
- Suite 27, Cathedral Place 115 Wickham St
Fortitude Valley, QLD, 4006 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Hh wealth
-
Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Axies Pty. Ltd.
-
Licensee owned by
SPARK FINANCIAL GROUP
My Qualifications
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Graduate Diploma of Financial Planning (2020)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Kaplan Professional
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Graduate Certificate in Financial Planning (2018)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Kaplan Professional
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Self Managed Superannuation Funds (SMSF) (2014)
Level of Qualification: Training / Exam / Other
Institution: Mentor Education
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Advanced Diploma of Financial Planning (2013)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Kaplan Professional
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Margin Lending and Geared Investments (2011)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
My Memberships
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Financial Planning Association of Australia (FPA)
Level of Membership:
Associate
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Responsible Investment Association Australasia (RIAA)
Level of Membership:
Member
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SMSF Association (SMSF)
Level of Membership:
Associate
My Fees
- Personal Advice
- starting from $1,320
- Ongoing Advice
- starting from $3,300
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Shane
35-45 years old"Chris is one amazing financial planner - right from the initial contact, Chris had our best interests at heart and gave us confidence in the knowledge and advice provided. We were so impressed with Chris that we have signed up for on-going advice moving forward. I've gone from 'I do not need a financial planner' to looking forward to Chris helping us achieve our goals moving forward. Chris' communication is absolute 6 stars (our of 5) and keep us informed as each step of our initial statement of advice was completed. I would highly recommend Chris to anyone who is considering any financial planning. I will be certainly recommending his services to family/friends. "
03 Sep 2021Customer opinions
Jenny
65+ years old""Chris has given us advice in areas including loan self managed super funds, pensions, and managing debt. Chris is always able to explain things to us in a clear way. Through Chris's knowledge and experience, I feel very confident that the advice given was right for our needs. We receive Chris's full care and attention when I needed it." We are always able to contact him with any questions and get a prompt answer."
21 Jun 2021Customer opinions
Christine
56-65 years old"We have found Chris to be approachable , responsive and he took the time to explain plans for our approach to our finances clearly ,. We can highly recommend Chris. "
13 Apr 2021Customer opinions
Craig
46-55 years old"Chris Holme has and still is available when needed very efficient and fast responding to and advising on superannuation, property investment and overall wealth creation strategy’s. We will continue to use H and H wealth to meet our financial goals and early retirement plan. Thankyou Chris Craig and Ann Theoharidis "
26 Mar 2021Customer opinions
Alison
35-45 years old"Chris is a true gem! Finally a financial planner with ethics! Chris has given us time, care and attention. He has explained everything to us and works with our best interests at heart. He truly believes our success is his success and this is evident in every meeting we have. Chris is able to challenge our thinking in a respectful way to enable us to consider other options to assist us reach our own personal goals. As someone else said here, he is a keeper! "
09 Mar 2021Customer opinions
Dennis
46-55 years old"Chris's excellent knowledge of financial services enabled him to produce a comprehensive plan for my future. This gives me great confidence my financial future is in good hands! Chris always responds to my questions/queries in a timely manner and the answers are simple and straight to the point. I look forward to a long and successful business relationship with Chris!"
04 Dec 2020Customer opinions
Ella
56-65 years old""Chris has given me advice in areas including loan products, self managed super funds and managing debt. Chris was usually able to explain things to me in a clear way. Through Chris's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Chris's full care and attention when I needed it.""
03 Dec 2020Customer opinions
Shelley
46-55 years old"Chris has been friendly, professional, always available, and goes above and beyond to develop strategies that work for our situation. Chris set us up a self managed super fund, and has provided advice on managing our debts towards an early retirement. Chris is very efficient in getting information back to us in a timely manner, and is always a pleasure to deal with. We feel much safer knowing that Chris has got our finances in his sights and is guiding us in the best way forwards."
04 Sep 2019Customer opinions
Laura
Under 35 years old"Chris was a great financial planner for us starting out with our new home. He always explained things well and had our best interests at mind when helping us with our decisions. "
07 May 2019Customer opinions
Jacqueline
46-55 years old"I find Chris is very knowledgeable, attentive and caring. I like working with him and I feel he's someone I can truly trust."
23 Apr 2019Customer opinions
Kim
46-55 years old"Chris has given me advice in areas including managed super funds and retirement. Chris was able to explain things to me in a clear way. Through Chris' knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Chris' full care and attention when I needed it. Chris is also a lovely and approachable person, and very trustworthy which is very important."
21 Apr 2019Customer opinions
Wayne
35-45 years old"Chris has given an excellent understanding of all aspects of self managed super property investment. "
11 Apr 2019Customer opinions
Carina
46-55 years old"Christopher has given me advice in areas including loan products, self managed super funds and managed debt. Christopher was able to explain things to me in a clear way. Through Christopher's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Christopher's full care and attention when I need it."
10 Apr 2019Customer opinions
Leonard
46-55 years old"I find Chris easy to deal with and very knowledgable in his advice "
10 Apr 2019Customer opinions
Mathew
35-45 years old"I completely trust Chris and he’s earned his reputation of a honest, reliable and trustworthy advisor. I have personally recommended friends and family to Chris based on my experiences and dealings with Chris over the past year. Will continue to be a client of Chris’ whilst he continues his great level of service and reliability."
08 Apr 2019Customer opinions
Stan
56-65 years old"Excellent knowledge, comfortable to deal with, very patient at explaining, best adviser and a keeper!"
02 Apr 2019Customer opinions
bruce
46-55 years old"Christopher i have found in all areas of his advice helpful and honest"
31 Mar 2019Customer opinions
Kate
35-45 years old"Chris has alwasy given us clear and concise advice surrounding our Self-Managed Super Fund and other bit of financial advice when required. Chris' knowledge and experince in his field give us confidence that his advice is right for our needs and he's always available for us to talk to if we need any other kind of information or advice. Thanks Chris"
29 Mar 2019Customer opinions
Clinton
Under 35 years old"Christopher’s has met all of our needs"
27 Mar 2019Customer opinions
Fiona
46-55 years old"I found Christopher and his wife Victoria through my accountant. After everything my husband and I had been through with our previous Financial Advise, I can honestly say Christopher and Victoria have both obtained our trust we lost through mis guided advise to help the previous Finance manager and not both my husbands and myself well being and future. Both my husband and I look forward to working along side Christopher for the future. Christopher has been extremely helpful in getting us back on track and we absolutely are thrilled to encourage our friends to also seek financial stability for their future through the same experiences we are receiving. Our thoughts 100% or if its a rating out of 10, then we say 10/10. Thank you Fiona Anderson "
09 Nov 2018Customer opinions
Jacqui
46-55 years old"Chris has provided excellent advice and service and is always available if we have a query. Would recommend him to anyone who needs to sort their super, especially if they are not up to speed with how the process works. His knowledge and patience especially, is exceptional. We are lucky we found him."
05 Nov 2018Customer opinions
Stephen
56-65 years old"Chris is very easy to talk to and he explains things clearly"
30 Jul 2018Customer opinions
Scott
35-45 years old"Christopher has worked closely with us to set up our Self Managed Super Fund. At all times Chris has provided clear and concise information to ensure we are up to date at every step of managing our investments."
23 Jul 2018Customer opinions
Dave
46-55 years old"Chris has made us feel comfortable and positive with his knowledge while assisting us to build a financially stable future. "
19 Jul 2018Customer opinions
Glenn
35-45 years old"Chris is always more than helpful.."
16 Jul 2018Customer opinions
Dean
56-65 years old"Chris is very helpful to us as we prepare to self manage our super he is in constant contact when required. Dean 2880"
16 Jul 2018Customer opinions
Phil
46-55 years old"We have been with Chris for about eighteen months and nothing is a problem for him and he is very helpful with all our financial issues. I would recommend Chris to anyone."
16 Jul 2018Customer opinions
Nicole
46-55 years old"Christopher Holme has made things very easy to understand. Nothing is a problem for Christopher to explain anything you might not understand. Very easy to communicate with even though we live in different states, via internet and phone hook ups. Christopher is a very honest and polite person. Would recommend highly to friends and family. "
05 Jul 2018Customer opinions
Ian
56-65 years old"Chris is very proactive and constantly communicating with us so we know what is happening. A rarity. He has assisted in making it possible for me to retire when I chose. "
02 Apr 2018Customer opinions
Tony
65+ years old"Chris has provided us with advise that was easy to follow and made us feel more comfortable than previous advisors. Tony"
27 Mar 2018Customer opinions
Jodi
46-55 years old"Chris has been great to keep us on track with our end goals and offers options for us to choose that we are most comfortable with to achieve these goals in the quickest time possible with very little hard effort from us."
18 Jan 2018Customer opinions
Werner
35-45 years old"Thanks for your advice, Chris. I look forward to a long business relationship with you. "
17 Jan 2018Customer opinions
Meagan
Under 35 years old"It has been an abosolute pleasure dealing with Chris. He is generous with his time and he has been very informative along the way, making sure that he was in regular contact along the way and finding the best products to suit our needs. I wouldn't hesitate to recommend Chris's services, as a holistic approach when dealing with finances and insurances. A great experience overall. "
22 Jul 2017Customer opinions
Ryan
Under 35 years old"Myself and my wife have been in touch with Chris now for a few months, along the way Chris has helped us both with setting up self managed super for us, he has explained everything in great detail and being very particular with helping us set it up for our future. I would highly recommend Chris to anyone looking to secure a wealthy future, I know from a personal view that you can contact him at anytime and he always replies ASAP with all relevant information. "
18 Jul 2017Customer opinions
Julian
35-45 years old"Chris has been our advisor for 2 years now, and we have always felt comfortable and confident with the advice & strategies he recommends. Chris clearly communicates the the risks and benefits of every solution, ensuring we make informed and educated investment decisions."
23 Aug 2016Customer opinions
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