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Wealth Creation

Wealth creation is predominately driven by investment returns, but it also includes tax minimisation, salary packaging, superannuation strategies, utilisation of government schemes, grants & tax offsets.

How can we help?

  • Investment portfolio construction
  • Government entitlements
  • Appropriate gearing levels
  • Investment Advice

Investment Advice

Our investment advice is individually tailored for each client’s needs and objectives. We construct client investment portfolios by using ‘best of breed’ fund managers and alternative investments.

How can we help?

  • composition of shares, property, fixed income, alternatives, cash
  • after-tax orientated investment
  • retirement income investing
  • managed accounts 

Superannuation Advice

Despite constant government changes to superannuation, it continues to offer unparalleled advantages over its alternatives. Utilisation of superannuation is a personal preference and should always be compared to alternate strategies.

How can we help?

  • Superannuation Pensions incl. Transition to Retirement & Account Based Pension(s)
  • Retirement and Pre-Retirement Strategies
  • Spouse Superannuation Contributions
  • UK Pension Transfer

Personal Insurance

There are a number of considerations surrounding personal insurance. Adopting the correct policy mix and taxation structuring, should result in substantial savings.

Retirement Planning

Retirement planning considers tax, spending habits, investment and planning for wealth distribution on death. Retirement planning should start well in advance of retirement and be personally tailored.

How can we help?

  • Retirement capital required
  • Advice on retirement commencement
  • Retirement investment structure

Estate Planning

There are a number of factors to consider in planning for the distribution of your estate upon your death. Personal tailoring can avoid unexpected consequences and maximise the value of your estate.

How can we help?

  • Testamentary Trusts
  • Superannuation Proceeds Trusts
  • Avoiding superannuation death taxes

Business Succession Planning

From a financial planning perspective business succession planning endeavours to achieve the best financial outcome for your business or share of it in the event of your death or disablement.

Salary Packaging

Salary packaging endeavours to increase the take home pay for wage and salary earners. Packaged items typically include motor vehicles, laptops, mobile phones, living away from home allowances and relocation costs.

How can we help?

  • Employer versus employee cars
  • Superannuation salary sacrificing
  • Registered Remserv financial advisors in Brisbane

" I contacted Chris Humphrey Private Wealth Management through a website enquiry seeking professional advice including a life insurance review. Chris took the time to fully understand my financial position, goals and needs to provide me with timely, relevant and easy to understand personal advice. This allowed me to make an informed decision about the types of insurance I really needed, my appropriate levels of cover and how to structure my cover to get the best value for my money."

Carmel White

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

CPA Public Practice & SMSF Specialist Advisor™

Chris Humphrey Private Wealth Management hold a CPA Public Practice License dedicated to providing financial planning advice.  Chris Humphrey is a CPA, CPA Financial Planner, Tax (financial) Adviser and SMSF Specialist Advisor.

As fee for service financial advisers, we put investment advice and strategy before financial products.

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Chris Humphrey Private Wealth Management is a CPA practice & Chris Humphrey is an SMSF Specialist Advisor™

Wealth Pipeline

Our blog covering topics including Superannuation, Medibank, Investment, Pension, Tax, Estate Planning, The Budget, SMSF and more.

Wealth Pipeline

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