Chris Humphrey Private Wealth Management


Wealth Creation

Wealth creation is predominately driven by investment returns but also includes tax planning, 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.  We construct investment portfolios with a capital preservation focus and are proponents of hedge fund like investment funds.

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

Life Insurance

There are a number of considerations surrounding life 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

Estate planning is the process of arranging, during a person’s life, for the transfer of their financial wealth.  Estate planning should be used to mitigate uncertainties and maximise the value of an estate.  It should also plan for incapacity.  

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 provide a wider investment universe than other superannuation funds and provide scope to utilise strategies that non-SMSF trustees typically don’t allow.  

How can we help?

" I contacted Humphrey Partners 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

Humphrey Partners is a financial planning practice that provides investment advice, financial advice and SMSF administration in Brisbane.

Our taxation advice is provided via The Tax Tribe Pty Ltd.

CPA Public Practice & SMSF Specialist Advisor™

Humphrey Partners Private Wealth 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.   

Chris Humphrey is authorised representative No. 530266 of Radius Wealth Pty Ltd.  Your Adviser may offer you services through Humphrey Partners Private Wealth and The Tax Tribe which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Radius Wealth is only responsible for the financial planning services provided by Chris Humphrey and not the tax planning and preparation of Australian tax returns provided by The Tax Tribe.

Humphrey Partners Private Wealth is conveniently located on the outskirts of Brisbane's CBD.

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

Request Appointment

Submit your details below to speak to a financial adviser.

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

Latest Posts


Humphrey Partners is a CPA practice & Chris Humphrey is an SMSF Specialist Advisor™

humphreysuper icon

Humphrey Super specialises in providing Superannuation and SMSF advice and SMSF administration.

The Tax Tribe are wealth creation and wealth management tax accountants.