Wealth creation is predominately driven by investment returns but also includes tax planning, salary packaging, superannuation strategies, utilisation of government schemes, grants & tax offsets.
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.
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.
There are a number of considerations surrounding life insurance. Adopting the correct policy mix and taxation structuring should result in substantial savings.
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.
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.
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.
Dr Jason Stone
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.
Chris Humphrey is authorised representative No. 328437 of Hunter Green Pty Ltd. Your Adviser may offer you services through Chris Humphrey Private Wealth Management and Humphrey Taxation Services 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, Hunter Green 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 Humphrey Taxation services.
Chris Humphrey Private Wealth Management 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.
Our blog covers financial planning topics including Superannuation and SMSF strategies, Investment, Pension, Tax Minimisation, Estate Planning, the Budget and more.