Chris Humphrey Private Wealth Management

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Wealth Creation

Wealth creation is predominately driven by investment returns but 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 independently 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, superannuation 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 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.

SMSF Advice

Self Managed Super Funds (SMSFs) are typically established by superannuation members to take control of their super.  SMSFs allow members to take advantage of strategies that are not available with a regular superannuation fund.

How can we help?

"Chris and his team have helped tremendously in organising my income protection insurance and ensuring my cover is held in the most tax effective manner. The process was very straight forward and all insurance options were explained clearly so I was able to make an informed decision on what cover I wanted. "

Adam Brady

Chris Humphrey Private Wealth Management is a boutique financial planning practice that provides investment and financial advice as well as SMSF administration in Brisbane.

CPA Public Practice & SMSF Specialist Advisor™

Chris Humphrey Private Wealth Management holds a CPA Public Practice licence dedicated to providing financial planning advice and SMSF administration. 

Our financial advisers provide highly tailored advice and a high touch service. We appreciate that no two clients are the same and provide advice and construct investment portfolios accordingly. 

Our principal financial adviser, Chris Humphrey, is a CPA, CPA Financial Planner, Tax (financial) Adviser and SMSF Specialist Advisor with the Self Managed Super Fund Association (SMSFA) of Australia.  Chris is also an SMSF Association Queensland State Chapter committee member.   

The firm’s other financial adviser is Chris Put.  Chris holds a Master of Commerce from Griffith University, a Bachelor of Business Management from the University of Queensland and a Diploma of Financial Services from Kaplan. 

Chris Humphrey Private Wealth Management is independently owned and conveniently located on the outskirts of Brisbane's CBD.

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

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Wealth Pipeline

Our blog covers financial planning topics including Superannuation and SMSF strategies, Investment, Pension, Tax Minimisation, Estate Planning, the Budget and more.

Wealth Pipeline

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