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.
"Since engaging Chris Humphrey, I have benefited from his comprehensive financial, investment and tax knowledge. Chris and his team are always quick to respond to my queries and pro-active in updating me on any changes that may affect my financial situation. "
Dr Jason Stone