Chris Turner

Turner Wealth

Platinum

17 Yrs Experience

Leichhardt, NSW 2040

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Having spent over 20 years in the Financial Services Industry, my primary goal as a Financial Planner is to help individuals/businesses improve their financial literacy and assist them in making more informed economic decisions with the aim of protecting, managing and growing their wealth. Together with my enthusiastic and driven staff, we aim for a relationship-based approach, knowing our clients well and understanding their motivations and what is important to them. In doing so we can develop with them an individualized framework to help them achieve financial success.

Christopher Turner is a Sub-Authorised Representative of Turner Wealth Pty Ltd Pty Ltd, Corporate Authorised Representative No. 1241514. Authorised Representative No. 1004001.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Socially Responsible
Tax Strategies
Growing Assets

5.00 August 2024

I can't recommend my financial planner highly enough. He demonstrated exceptional expertise in navigating tricky TPD claim questions and provided invaluable guidance as I considered early retirement. What impressed me most was his dedication to ensuring that my retirement benefits would sustainably support my lifestyle, even with the unexpected decision to retire earlier than planned. As an independent adviser, he pursued the best possible outcome for me, taking the time to research and compare a myriad of platforms before settling on the one that would best suit my needs in retirement. His availability and willingness to explain every detail gave me confidence and peace of mind throughout the entire process. I truly appreciate his thoroughness and commitment to my financial well-being.

5.00 December 2022

Chris has given me advice on superanuation and retirement management funds. I feel very confident with Chris's knowledge and years of experience for him to handle my retirement portfolio. He also explains things in a clear & simple way so I can understand. I receive Chris's full attention when I need it.

5.00 December 2022

Chris has given me advice in several disparate areas. He has advised me on my personal superannuation and setting up a managed fund. He advised me on these matters for a friend whose funds I administer as a Private manager under NSW Trustees. He has also provided specialised advice for an Education Trust with charitable and Tax deductible status of which I an the Treasurer. He has been able to appreciate my diverse and complex needs and has carefully and patiently worked me through his proposed solutions. I am very confident in his advice and have found him courteous and responsive to all my requests. I have referred him to several friends and other charitable associations.

5.00 December 2022

Always informed and calm. A pleasure to recommend!

5.00 December 2022

Christopher has been amazing. I have been very happy with his financial advice over the years . He is always available when I have a question and I feel confident in all the advice I have received from him