Chris approaches advice by first stepping away from the numbers to understand what genuinely matters to the person in front of him. His work centres on building financial decisions around values and motivation, creating structure only once personal priorities are clearly defined.
L16, 530 Collins St, Melbourne Vic 3000
Phone 03 8393 9371
Chris is passionate about helping people live meaningful, fulfilled lives without worrying about money. He does this as an owner and principal partner of Independent Wealth Partners, one of only a handful of truly independent advisers across the country.
Why is that important?
They receive no ‘kick backs’ or ‘incentives’ from any product or investment that they recommend to you. None. Never. 0%. Ever, ever, ever.
Their work is paid for by the fee you agree to before you start. This allows them to be ruthless about the effectiveness of the strategies, products and services recommended to you. If they think something is a good idea, it’s because they think it is a good idea, not because someone offered them an incentive. To learn more about who Independent Wealth Partners are, click here.
Aside from their independence, you will generally hear the firm say that they “do financial planning a little bit differently to most other firms.”
The starting point to achieving financial independence has nothing to do with how much money you have, what your investment returns are, or how much your negatively geared property is “saving” you in tax.
The starting point to great financial advice is all about you.
To deliver the true value of financial advice, they need to know what drives you, what you genuinely value – what makes you want to “jump out of bed in the morning”?
To do this, they take the money and the “noise” of life away, so they can truly understand you and what makes you happy.
Once this is understood, they then add the money back in and tailor their advice to build a life plan that addresses you as a person, your aspirations, your desires, and your goals. This is done while ensuring along the way that you are living a life that makes you happy, as well as financially secure.
Their Beliefs
It is with these intentions that they approach all client relationships:
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