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.
" I have been very impressed with the service that Chris Humphrey has supplied. He was able to take my complicated tax and insurance situation and provide a clear and concise investment strategy. The personal service that Chris has given me has been greatly appreciated. "
Michael Oberhardt - Principal Geologist at Arrow Energy