Chris Sanak

Capital Haus

Platinum

11 Yrs Experience

Sydney, NSW 2000

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Retirement is one of the most significant financial transitions a person will experience. With the right advice and a clear strategy, it can also be one of the most rewarding.

At Capital Haus, I work with Australians approaching retirement and living in retirement to help them make informed decisions about their superannuation, investments, retirement income, Centrelink entitlements, aged care considerations, and broader wealth management needs.

Many of my clients have spent decades building their wealth through their careers, businesses, investments, and superannuation. My role is to help them navigate the complex financial decisions that come with this stage of life, from understanding when they can retire and how much they can spend, to structuring their assets effectively and planning for the future.

I believe financial advice should be personal, practical, and easy to understand. Every client has different goals, priorities, and circumstances, which is why I take the time to understand what is important to them before developing tailored strategies designed to support their long-term objectives.

Whether you're looking for confidence that you're on the right track, preparing for retirement, already retired, or managing more complex wealth and family considerations, my focus is on helping you make informed decisions and providing clarity around the opportunities and challenges ahead.

I hold a Master of Financial Planning, am an Accredited Aged Care Professional, a member of the Financial Advice Association Australia (FAAA), and a Justice of the Peace.

Areas of Expertise

Retirement Planning & Retirement Income Strategies

Superannuation & Contribution Strategies

Defined Benefit Superannuation Schemes

Investment Portfolio Construction & Management

Wealth Management

Tax-Effective Wealth Creation Strategies

Centrelink & Age Pension Entitlements

Aged Care Financial Advice

Estate Planning Strategies

Intergenerational Wealth Transfer

Personal Risk Insurance

Stockbroking & Listed Investments

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Margin Lending
Redundancy
Aged Care
Socially Responsible
Tax Strategies
Growing Assets

5.00 March 2026

Chris is a very knowledgeable man who is both compassionate and friendly. He has clear, concise way of communicating, making even the most complex of issues understandable. It is always a pleasure working with him.

5.00 December 2025

Chris Sanak became our financial adviser after a recommendation from a family member who was extremely happy with his advice and services. Chris developed a plan for our retirement income, also advising us on strategies to minimise tax. Our finances and investments were very complex. Chris listened to our needs and financial goals and came up with a plan that met all of our requirements. He explained everything very clearly and we came away from the meeting feeling 100% confident and assured that our financial plan was in good hands. Chris is very knowledgeable and professional. We have since recommended him to others and would highly recommend him to anyone wanting competent and unbiased financial advice.

5.00 October 2025

Having completed our second consult, we are very comfortable with the outcomes delivered, and confident that he has fully considered our goals to remain financially secure for our foreseeable future. We found him very easy to communicate with, respectful, confident, and able to answer the many questions we raised. In our observation, Chris has clearly done a lot of preliminary work to give us assurance of his integrity and trustworthiness. We have no hesitation in recommending him to family, friends and colleagues, and we look forward to a long and professional relationship.

5.00 October 2025

Chris is a good communicator AND a good listener. He is very knowledgeable and experienced and I value his advice. I would recommend him to my friends approaching retirement.

5.00 June 2025

I had a superb experience with Chris. He is very knowledgeable, very patient and cares about the client and explains financial matters very clearly. I was impressed by his professionalism and robust up-to-date financial knowledge. I highly recommend Chris if you are looking for a financial adviser.