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Tax Minimisation

Our financial planning advice is underpinned by strong tax knowledge and our ability to embed this within clients’ financial plans.  This allows us to develop financial plans that minimise your tax burden.

We stress that tax does not drive our investment decisions.  It is however, a very important wealth creation consideration.

As we are not registered tax agents we cannot provide direct taxation advice, but we are happy to work with your personal tax accountant to formulate strategies to suit your individual needs.

"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