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 am very happy with the quality of the financial and investment advice that Chris has provided me. Moreover, the service from Chris and his team has always been exceptional. I can see myself continuing using the services of Humphrey Partners in the years ahead. "
Dr Craig McDonald