My name is Chris and I am a Financial Advisor in the Wealth Advisory division of William Buck Adelaide.
My favourite quote to live by is “fail to prepare, prepare to fail” and I find this to be the approach I take when working with clients.
Before you can retire on the beach without a care in the world, you first need to have a plan in place for obtaining this goal.
- Have you thought about what your retirement will look like?
- What age do you want to retire?
- Do you know how much income you will need?
- Have you spoken to your family about your retirement plans, and how you will keep busy?
These are some basic questions to consider before a plan can be created for your personal and unique situation.
If you would like to discuss your retirement plans, or wealth accumulation goals, please feel free to contact me for a free of charge (no obligation) first appointment.
Separately, when I am not working at William Buck, you can find me up at 5:00 am for an early morning gym session, spending time with my wife and son, or watching the Formula 1.
Chris brokered my income protection insurance, and spent the time to ensure I fully understood my options, as well as to ensure that I was getting exactly the product I was looking for. Wholly recommend.
- Adviser status Bronze
- Number of reviews 1
- Years of experience 3
- Graduate Diploma of Financial Planning
William Buck Wealth Advisors (SA)Level 6, 211 Victoria Square
Adelaide, SA 5000
- In person
- Video call
William Buck Wealth Advisors (SA)