A:   PO Box 564, Spring Hill Qld 4004
          162 Petrie Terrace, Brisbane Qld 4000

    T:   (07) 3368 2727
    F:   (07) 3367 3171
    E:   info@humphreywealth.com.au

Free street parking is available for up to 2 hours

Welcome to Chris Humphrey Private Wealth Management

Financial Planning Brisbane

Chris Humphrey Private Wealth Management is a boutique Brisbane financial planning practice providing investment and financial advice.

Our advice is impartial and is not about products nor are we aligned to any financial institution. We operate on a fee for service philosophy with a competitive fee structure.

Our financial planning offering specialises in investment advice, retirement planning, superannuation advice, debt reduction, insurance structuring, salary packaging and estate planning, integrated in a tax focused manner.

We maximise client wealth by tailoring our investment advice to our clients' investment views. Our financial advice provides clients the framework to maximise and protect their wealth. The main themes of our financial advice are tax minimisation, asset protection and planning wealth distribution on death.

We provide financial planning advice to wealth accumulators and retirees.

The principal of the firm Chris Humphrey, is a financial planner (financial advisor) with an accounting, tax and investment markets background. Chris is Brisbane born and raised and is a Certified Practicing Accountant (CPA).

Chris Humphrey Private Wealth Management is located on the outskirts of the Brisbane CBD, Queensland in the central location of Petrie Terrace.

If you are looking for personalised financial planning advice contact us today.

Overview of our Investment and Financial Advice

Chris Humphrey Private Wealth Management is a corporate authorised representative of Futuro Financial Services. Futuro is a non institution aligned Brisbane financial planning dealer group.

Our financial planning advice covers:

Wealth Creation
  • Investment structure
  • Appropriate gearing levels
  • Investment advice
Retirement Planning
  • Retirement capital required
  • Advice on retirement commencement
  • Retirement investment structure
Wealth Protection (Insurance)
  • Income Protection Insurance
  • Life Insurance
  • Total and Permanent Disability (TPD)
  • Trauma Insurance
  • Business Expenses Insurance
Superannuation Advice
Estate Planning
  • Advice on such issues as: guardians for your children, Powers of Attorney, Wills, Testamentary and Superannuation Proceeds Trusts
Business Succession Planning
  • Ensuring your business (or share of) is sold in a timely manner and at market price upon your death, ill health or planned retirement
Salary Packaging
  • Employer versus employee cars
  • Superannuation salary sacrificing
  • Registered Remserv financial advisors in Brisbane
Debt Reduction
  • Reducing non-tax deductible debt. This may involve acquiring investment assets