Chris Neal

RetireInvest

Gold
20 Yrs Experience
Maitland, NSW 2320

I'm passionate about helping people enjoy their retirement without regrets.

I help my clients figure out what to do with their money by establishing what's important, then creating them a tailored financial plan. Since most people will see their capital decline over the course of their retirement, I make sure my clients know how long their money will last, and what impact their decisions will have on their capital.

I started in the financial planning industry in 2000, and became a Financial Adviser in 2002. I'm proud to say that I've worked with the same clients over that entire time (plus a few more since then of course!).

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 10
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

RetireInvest

Unit 1, 11-13 Church St
Maitland, NSW 2320

Opening hours

  • 5:00pm – 5:00pm Tuesday
  • 9:00am – 5:00pm Wednesday – Friday
  • 9:00pm – 5:00pm Monday

Licensed by

RetireInvest

AFSL 238429