One of three brothers, growing up in a loud, close family that had home full of friends and relatives more often than not had taught me great deal – not only did it mean ensuring I had a thick skin to deal with banter, or communicating with various generations at any point in time, the single best lesson it taught me is understanding what a great sense of community is. Ultimately, the importance of relationships.
I have a passion for making things happen. Seems like a broad statement, all it really means is once I set my sights on a goal I need to make it happen. I like to follow this in all areas of my life; in a professional sense this includes helping people achieve, from strangers to clients and colleagues; in a lifestyle sense it might mean getting down to the beach with friends.
Having a European background just embedded an emphasis on Food and that many of the best relationships are developed face to face, over a coffee or sharing a meal.
Professionally, I have a passion for companies (naturally with an Accounting and Tax background), but not in a typical sense – I am intrigued and inspired by the people and relationships that make them great. Start-up or Giant Co, they symbolise a community, and allow people to work together to achieve outcomes that they otherwise wouldn’t be able to make reality.
With my background, education and experience, I love working with people to really help them achieve their own definition of success. This means employees, employers, a young couple wanting to start a family all the way through to those looking to retire. Having a company, I do my best to ensure these values come across in my professional career making my career enjoyable.
I love sport, the world game “Football,” and a competitive game of Tennis keep me active, however at times also glued to a TV screen.
Open to meeting people and having a chat - feel free to reach out.
We have no financial product ownership, no institutional ownership and receive no ‘kick backs’ from the banks etc. If there are any fees you will see them in our annual Fee Disclosure statement and we would expect you would be aware of them as we agree on the service we embark on.
Our fee philosophy is to create a 100% transparent arrangement with you, so you feel confident in coming to us whenever you need to.
As we are a personal financial advice business and every persons advice is different (complexity, goals, timeframes and work involved) so following our initial conversation we would have a better idea of what this would look like and we are happy to share this with you.
My partner and I came to Kristian on a referral and we haven’t looked back. Kristian helped set up our financial structure and shortly after we achieved our first goal of buying a home. He is now helping us on our path to wealth accumulation for the future. Would highly recommend his services.
I have worked with Kristian (and Andrew) for years now and have referred 6 friends and clients that also work with them on an ongoing basis. I just received another thank you message for the introduction to Kristian this morning. The support, advice and workshop meetings on areas I don't have a lot of experience with are really appreciated! I know that the reason I chose to work with you first was for superannuation advice and life insurances but the technical tax planning conversations are always my favourite.
Cannot recommend Kristian enough. He has been a wealth of knowledge for us from the get go and we are so glad we have someone in our corner to advise when required.
Highly recommend! After meeting Kristian, I straight away felt comfortable as he showed his expert knowledge and never hesitated to answer questions I had. Having someone who you can trust and rely on is critical when dealing with personal finances and Kristian has proven himself to be both. I know I can always reach out to Kristian and ask for advice in any area and he will think about it properly and give the best advice possible.
Kristian provided great advice on a range of areas including superannuation, life and health insurances as well as structuring budgets and maximizing savings. Kristian was engaging in the initial meetings and was immediately able to understand my needs as well as identify areas for improvement especially in superannuation and life insurances. Over the subsequent meetings we were able to work through solutions to these problems as well as set achievable goals and ultimately drive wealth creation. The end result was well thought out and sound financial advice.
- Adviser status Bronze
- Number of reviews 6
- First year providing advice 2017
- Years of experience 6
- Bachelor of Business (Accounting)
St Wealth Pty LtdLevel 8, 99 Elizabeth St
Sydney, NSW 2000
Peak Wealth ManagementLevel 8, 99 Elizabeth St
Sydney, NSW 2000
- 8:30am – 5:30pm Monday – Friday
- In person
- Video call
Prosperitas Partners Pty. Ltd.