Chris Humphrey Private Wealth Management is a Certified Practicing Accountant (CPA) practice. Chris Humphrey is a SMSF Specialist Advisor™

Financial Lifephases

It is important that people understand what stage of their financial life they are in. We hope that the five general stages, and their associated tips, discussed below will help you create your wealth.

1 - Foundation

Entering the work force is usually the first step toward financial independence. It is also the best time to develop sound financial habits by ... read more

2 - Asset Building

The ages of 25 to 35 are considered to be the typical asset building phase, characterised by ... read more

3 - Wealth Generation

The Wealth Generation stage generally occurs when your income is rising.  However, nicer homes, nicer cars and children can easily consume your increasing income ... read more

4 - Retirement Planning

Retirement planning is an incredibly important step in everyone’s life, regardless of age or profession ... read more

5 - Retirement

Retirement is something you should be looking forward to — not worrying about! These years can and should be some of the most enjoyable and fulfilling ... read more


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