Chris Graham

“Begin with the end in mind” is a maxim that inspires Chris in his personal and professional life. His greatest satisfaction comes from helping clients set and achieve their goals.

With a background in economics, finance, and financial planning, Chris discovered that he feels most fulfilled when he is meeting with clients and listening to their stories. “I am passionate about helping clients become financially independent and achieve their goals,” Chris said.

Chris loves the human element of financial planning. His compassion, authenticity, and ability to relate to clients are what enables him to build trusting client relationships. “I have built my professional life on the philosophy that clients value trust and the relationship over numbers,” he said.

Chris’ previous leadership roles in the fitness industry and financial services have refined his skills in communication, goal setting, and helping people realise their full potential. Chris focuses on being proactive and developing financial strategies that make a positive difference in his clients’ lives.

In his spare time, Chris enjoys spending quality time with his wife, Caitlin, and their son. He is also an avid reader and passionate about lifelong learning, especially when it comes to personal finance.