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About Us

At Chris Humphrey Private Wealth Management we operate on a fee for service model.  Our fee model allows clients to choose the amount of service and financial advice they require.  In essence it is a user pay approach, because we do not assume the more money you have the more financial advice you need.

We split our investment advice (and associated portfolio management) from financial advice.  This allows us to charge clients who just want investment advice solely for investment advice and clients who just want financial advice for financial advice only.

CPA Public Practice & SMSF Specialist Advisor

Chris Humphrey Private Wealth Management hold a CPA Public Practice License.  We are dedicated to providing quality financial planning services.  Our Principal Chris Humphrey is a CPA Financial Planner, tax (financial) adviser and an SMSF Specialist Advisor.

By dealing with an approved CPA Practitioner, CPA Australia endeavour to assure you, the consumer, are protected in a number of ways.

CPA Practitioners:

  • hold a Public Practice Certificate
  • engage in continuing professional development
  • hold professional indemnity insurance
  • have appropriate risk management strategies incorporated within their practice
  • undertake independent, ongoing quality control
  • are subject to appropriate complaints and disciplinary procedures

At Chris Humphrey Private Wealth Management we operate on a fee for service model.  Our fee model is not based on your level of investment but rather allows you to choose the amount of service and financial advice you require. 

We split our investment advice (and associated portfolio management) from financial advice.  This allows us to price advice accordingly investment advice or financial advice only.

"Chris Humphrey Private Wealth Management has helped my family with professional financial advice on a number of occasions. Specifically, Chris recently helped me to make decisions regarding my salary packaging options. Chris and his team are always proactive and quick to respond to queries. Chris’ advice has always been relevant and informative, enabling us to make careful decisions about our financial situation and planned future. "

Kirsten Cowan