Chris Rhee

Fund Wealth Pty Ltd

Bronze

3 Yrs Experience

Sandy Bay, TAS 7005

About Chris
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I am passionate about helping people build and protect their wealth. With extensive experience in financial planning, I specialise in wealth accumulation, retirement planning, and investment management. I believe in taking a steady, long-term approach that keeps things simple and stress-free. My goal is to guide you through your financial journey with honesty, understanding, and a focus on making your dreams a reality.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Property Investment
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

5.00 February 2025

Chris has always made us feel very comfortable with explaining methods and reasons for and against. He communicates very well, so easy to talk to. He gives us all his time and attention and does not rush.

I have recommended him to a friend who has been to see him for advice and she was pleased with the meeting.

5.00 February 2025

We have found Chris to be knowledgeable and sensitive to our circumstances. His cheery manner and clear explanations make our consultations a positive experience and reassure us about our financial capacity in retirement. We have moved interstate, but, because we are retaining a property in Tasmania and will be returning occasionally, we have chosen to retain Chris as our financial adviser.

5.00 February 2025

Chris was super helpful and made everything easy to understand. He took the time to get to know my situation and set me up for future success. I felt supported throughout the whole process. Highly recommend!