Chris’ career began in large institutional environments before shifting toward a more personal, relationship-led model. He now works closely with clients through different life stages, valuing continuity and involvement over scale, and remaining directly accountable for every advice relationship.
Level 9, 477 Collins Street, Melbourne VIC 3000
Phone: (03) 9001 0467
Chris is very flexible and provides both home visits and virtual appointments as required.
Chris is a Certified Financial Planner (CFP®), the pre-eminent representation of professional financial planners around the world. He lives by the Latin aphorism “scientia potentia est” (knowledge is power) and is one of the highest educated advisers in the industry. He recently completed a Master of Business Administration (MBA) and also holds a Master of Commerce.
Chris commenced his financial services career in 2007 at Goldman Sachs JBWere. He then spent a large portion of his career working in one of the largest financial planning businesses, Shadforth. He subsequently established Wealth Investors Australia.
He joined this profession to help others achieve their personal financial goals and is passionate about developing and maintaining long term relationships with his clients. Chris believes financial planning isn’t solely about investments and strategies. It is about going through the various stages of life with his clients and helping them achieve the things that are important to them and overcome any challenges they may face.
About Wealth Investors
Wealth Investors utilise an evidence-based investment approach that is backed by decades of empirical research. Unlike most firms where you could end up with a range of advisers with varying levels of experience and qualifications, at Wealth Investors, all clients are personally looked after by their director Chris Youssef, who is one of the best in the industry.
They are a comprehensive advisory firm that specialises in all aspects of wealth. Wealth Investors’ services include cashflow modelling, investment solutions, planning for retirement, intergenerational wealth transfer, tax optimisation, asset protection, estate planning, debt management and personal risk protection.
Utilising a client-centric process, Wealth Investors starts by understanding what’s important to you and utilises their expertise to provide you with financial advice. Their aim is to be part of your life journey and build a genuine long-term relationship with you and your family. Their focus is on advice, they aren’t interested in “selling” products. They will simplify your financial life to provide you with peace of mind and allow you to focus on the things that are more important than money.
Don’t take our word for it, have a read of Chris’ testimonials and give them a quick call for a free consultation
Away from work, Chris is a father and loves spending time with his young daughter. He enjoys travelling the world with his family and believes it is extremely important to maintain a healthy and active lifestyle.
He also volunteers in charity events via the Juvenile Diabetes Research Foundation (JDRF) to support the research of Australian diabetes.
Whilst working in wealth management, he has built specialised knowledge in:
He has extensive experience in cash flow modelling and investing. Over the years, he has provided advice to hundreds of clients.
In 2020, Chris was recognised in the Financial Standards Power50, a list of the 50 most influential financial advisers in the country. They define “influential” as individuals who continue to be instrumental in shaping the future of the financial advice industry.
“Transitioning to retirement is everyone’s dream, a time to live the good life, better enjoy times with family and friends, perhaps travel to places previously out of reach, make your own decisions, without the restricting boundaries present in your normal work lives, and become involved in activities and community in a way that was difficult prior to retirement. Thanks to Chris’s professional advice, expertise and guidance, we are extremely fortunate to be in the position to take full advantage of all the above. He is always reachable, reliable and extremely approachable with empathy and objectivity that gives us the comfort and necessary stress reduction in having someone so competent is managing our financial portfolio. Any interaction with Chris is just like connecting with family and old friends. It is something that’s just very special and we feel blessed to be in this position.” ~ Stephen, 65+ years
“Chris was the Gold Standard for myself and my wife over the 10+ years he professionally managed our financial affairs. He is personable, has great empathy and is clearly highly skilled in matters financial!” ~ John, 65+ years
“We have enjoyed our personal relationship with Chris who has always considered our family situation in all advice given. Chris has helped us successfully negotiate various financial climates and fare well at all times. We have greatly valued his knowledge and application. He is a thoroughly professional adviser with strong education in the necessary skills to manage a portfolio.” ~ Neil, 65+ years
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