Chris Holme

Hh wealth

Platinum
11 Yrs Experience
Fortitude Valley, QLD 4006

Recent reviews

Hh wealth

Suite 27, Cathedral Place, 115 Wickham St
Fortitude Valley, QLD 4006

Opening hours

  • 9:00am – 4:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 35
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Axies Pty. Ltd.

AFSL 339384

4.95
35 Reviews
5
4
3
2
1
5.00
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 35

Sort by

5.00

"Chris is one amazing financial planner - right from the initial contact, Chris had our best interests at heart and gave us confidence in the knowledge and advice provided. We were so impressed with Chris that we have signed up for on-going advice moving forward. I've gone from 'I do not need a financial planner' to looking forward to Chris helping us achieve our goals moving forward. Chris' communication is absolute 6 stars (our of 5) and keep us informed as each step of our initial statement of advice was completed. I would highly recommend Chris to anyone who is considering any financial planning. I will be certainly recommending his services to family/friends."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Chris has given us advice in areas including loan self managed super funds, pensions, and managing debt. Chris is always able to explain things to us in a clear way. Through Chris's knowledge and experience, I feel very confident that the advice given was right for our needs. We receive Chris's full care and attention when I needed it.' We are always able to contact him with any questions and get a prompt answer."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have found Chris to be approachable , responsive and he took the time to explain plans for our approach to our finances clearly ,. We can highly recommend Chris."

  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris Holme has and still is available when needed very efficient and fast responding to and advising on superannuation, property investment and overall wealth creation strategy’s. We will continue to use H and H wealth to meet our financial goals and early retirement plan. Thankyou Chris Craig and Ann Theoharidis"

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris is a true gem! Finally a financial planner with ethics! Chris has given us time, care and attention. He has explained everything to us and works with our best interests at heart. He truly believes our success is his success and this is evident in every meeting we have. Chris is able to challenge our thinking in a respectful way to enable us to consider other options to assist us reach our own personal goals. As someone else said here, he is a keeper!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris's excellent knowledge of financial services enabled him to produce a comprehensive plan for my future. This gives me great confidence my financial future is in good hands! Chris always responds to my questions/queries in a timely manner and the answers are simple and straight to the point. I look forward to a long and successful business relationship with Chris!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Chris has given me advice in areas including loan products, self managed super funds and managing debt. Chris was usually able to explain things to me in a clear way. Through Chris's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Chris's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has been friendly, professional, always available, and goes above and beyond to develop strategies that work for our situation. Chris set us up a self managed super fund, and has provided advice on managing our debts towards an early retirement. Chris is very efficient in getting information back to us in a timely manner, and is always a pleasure to deal with. We feel much safer knowing that Chris has got our finances in his sights and is guiding us in the best way forwards."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris was a great financial planner for us starting out with our new home. He always explained things well and had our best interests at mind when helping us with our decisions."

  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Chris is very knowledgeable, attentive and caring. I like working with him and I feel he's someone I can truly trust."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 35

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2018

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2014

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Responsible Investment Association Australasia (RIAA)

Membership type
Member

SMSF Association (SMSF)

Membership type
Associate
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