“Chris believes financial planning is not solely about investments or strategies, but more importantly, it is about helping people make smart choices with their money so they can focus on things more important than money.”
Chris has been providing wealth management and holistic financial advice to like-minded clients since 2008. This was initially with a boutique firm called Heraud Harrison who were one of the founding firms that later merged to create the Shadforth Financial Group (SFG). Chris was fortunate enough to create a number of fantastic relationships with clients and colleagues alike, many of those still being in his life today. But in 2016 he decided to leave SFG to build a boutique practise which would be (and still is) focussed on a client centric and evidence-based approach.
Chris co-founded Chronos Private as he wanted to create a fun and vibrant environment for staff and clients alike. Sadly, for many Australians, planning for their future is something that either finds its way into the “too hard basket” or gets neglected as everybody is so time poor. Chris’ goal is to help clients find their ideal lives, whatever that may look like, whilst at the same time simplifying those things that the world loves to overcomplicate. Clearly that involves providing clients with advice but not to be forgotten is also providing clients with education – this is equally important in Chris’ view.
Chris holds a Bachelor of Commerce from Deakin University, is a Certified Financial Planner (CFP®) and member of the Financial Planning Association of Australia. CFP® is an internationally recognised mark and is currently the pre-eminent representation of professional Financial Advisors around the world. Chris is also a proud member and accredited advisor with the ‘RIAA’ or ‘Responsible Investment Association of Australasia’.
As we all know though, life isn’t just about money! Chris is a passionate fan of most sports and loves to live an active lifestyle, be that in the gym, on the golf course or the closest National Park. Chris is also lucky enough to hear so many amazing travel stories from his clients so as you’d expect, the travel bug is regularly spreading through his household (although not so much in 2020…!).
We approached Chris about 3 years ago to be our financial adviser, having had a pretty average experience with our previous adviser. Chris is extremely knowledgeable about all areas of financial planning and strategic management and has a deep understanding of our complex financial setup. Furthermore, Chris works well with his business partner who looks after our accounting and taxation matters and we often have meetings in conjunction with his colleague. It is this close collaboration with other adviser stakeholders which makes Chris an excellent adviser who can look at the financial situation more holistically. Chris has an excellent, caring and professional manner which makes him extremely easy to work with and we genuinely believe that he has our financial interests at the centre of his priorities. Nothing seems to be too much trouble for him and we feel valued as a result. My wife and I would not hesitate in recommending Chris to anyone who is looking for a switched-on and genuine adviser who can manage their financial situation.
Chris has been our financial adviser for over eight years. We are not money driven people, yet we always look forward to meeting with Chris, as he is extremely personable and, most importantly, works hard to understand our personal goals (both financial and life) and how best we can achieve them. Without Chris' advice on insurance, we would have financially struggled through some recent serious health issues. Instead he and his team were there all the way to assist with the entire claim process, taking away any financial concerns and making what was a very stressful time just that little bit easier. During the whole time he was regularly in touch to ensure all was going well, both financially and personally, and we always knew he was there for us if we had any questions or concerns. Chris is everything you want in a financial adviser, the key thing being trust. We trust Chris and his advice implicitly, and do not hesitate to recommend his services. He is always accessible and has a great team behind him to ensure there are always lines of communication. Choosing to use Chris as our financial adviser has been one of the best decisions we have ever made.
Chris has been a gift to both me and my husband. Before we met him, I had about two hundred dollars in savings and financial skills of a teenager. Now I feel like I am a responsible adult with actual savings and a plan, at least most of the time. We feel much more optimistic about our financials, and he has given us the ability to manage our money with confidence. He is extremely genuine and authentic, and has only ever had our best interests in mind. He is excellent at explaining all of the financial jargon in a way that even I can understand, and I cannot recommend him enough.
We have been very pleased with Chris' ability to listen and ask all the right questions. He has made managing our finances a lot easier and less overwhelming which, for us, was one of the primary reasons behind seeking his advice to begin with. Chris comes highly recommended from us!
A friendly , informative and professional approach to our needs as first time investors we have a great deal of confidence that Chris will guide us to the right direction.
- Adviser status Platinum
- Number of reviews 12
- First year providing advice 2012
- Years of experience 11
- Certified Financial Planner (CFP)
Chronos PrivateSuite 2, Level 9, 477 Collins St
Southbank, VIC 3000
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Fitzpatricks Private Wealth Partners