Chris starts by getting to know you and what you hope to achieve using his services. He will develop a plan and walk you through every step. He is very friendly and explains everything in detail, with simple terms. Absolutely great!
It has been great working with Chris over the past few months - he has helped introduce me to financial management in an easy to understand and supportive way. The questionnaires are clear and comprehensive, we have regular catch ups and he makes sure I understand the process. It has helped make a daunting experience, having never really looked after my financial planning, one that is comfortable and secure. I am feeling confident in my financial future knowing Chris is there to support.
Chris has been extremely helpful in advising us through the process of purchasing our first home. Chris explained everything in a way we could understand and offered great advice. Chris went above and beyond to help us with our loan, super and insurance. He has been extremely flexible in working around our work hours to meet with us!
Chris was able to clearly communicate all recommendations to me throughout the whole process. I have been informed at every step of the way.
Been with Chris for quite some time, it's easy to deal with. Always ensures what I'm asking information or help on he explains and assists me in what I require.
SMI Financial Solutions Pty LtdSuite 32, 6 Meridian Pl
Bella Vista, NSW 2153
- 8:00am – 6:00pm Saturday
- 8:00am – 8:00pm Monday – Friday
- In person
- Video call
- Adviser status Bronze
- Number of reviews 85
- First year providing advice 2009
- Years of experience 14
- Advanced Diploma of Financial Planning
Infocus Securities Australia Pty Ltd