Chris Scriva

When we first met Chris Scriva at Mobius Wealth Management, we were in our late 50s, full of questions and uncertainties about retirement. From our first meeting, Chris reassured us with his expertise and personalised approach, tailoring advice to our unique goals and situation. Chris introduced us to the Transition to Retirement (TTR) strategy, breaking it down into simple, relatable terms. His advice allowed us to reduce work hours without compromising income, easing us into retirement stress-free. By optimising our super contributions and tax positions, he boosted our retirement savings, demonstrating both expertise and genuine care for our future. Navigating Retirement Income When we fully retired, Chris guided us seamlessly through structuring retirement income streams, including account-based pensions and annuities. His ability to simplify complex concepts and provide clear projections gave us confidence in our financial security, even amid market uncertainties. Centrelink Assistance Chris helped us navigate the often-confusing Centrelink system. From understanding eligibility to completing applications, his support was invaluable. He patiently explained how our assets impacted entitlements and was always available to answer questions, providing clarity and reassurance throughout. Managing Cashflow During Major Transitions When downsizing our home, Chris helped us plan the sale proceeds strategically. He ensured funds were allocated for the new property, an emergency buffer, and investments aligned with our goals. By reviewing our cashflow, he gave us confidence that our expenses were covered without touching long-term investments unnecessarily. Why We Recommend Chris Scriva Chris' personalized service, clear communication, and deep expertise have been invaluable throughout our journey. His ongoing support ensures our financial plan evolves with our needs, and his integrity fosters unwavering trust. Chris truly cares about his clients' well-being and always acts in their best interests. A Final Note for our Adelaide based Financial Planner Retirement is one of life’s biggest transitions, and Chris’ guidance has been transformative. Thanks to his support, we’ve entered this chapter of life with peace of mind, knowing our finances are in excellent hands. If you’re seeking a financial adviser who combines knowledge with genuine care, we wholeheartedly recommend Chris Scriva and Mobius Wealth Management.

Chris has helped us bring everything together—our business, personal finances, retirement planning, and setting up a retirement income we can rely on. We came to him with a lot of moving parts, including a CSS pension, and he made it all make sense. Chris explained things clearly, laid out our options, and gave us a strategy that we’re confident in. It’s rare to find someone who genuinely listens and tailors advice to your situation. We now feel more in control of our finances than ever before and are incredibly grateful to have Chris guiding us into the next stage of life.

Chris has helped us bring everything together—our business, personal finances, retirement planning, and setting up a retirement income we can rely on. We came to him with a lot of moving parts, including a CSS pension, and he made it all make sense. Chris explained things clearly, laid out our options, and gave us a strategy that we’re confident in. It’s rare to find someone who genuinely listens and tailors advice to your situation. We now feel more in control of our finances than ever before and are incredibly grateful to have Chris guiding us into the next stage of life.

Working with Chris Scriva of Mobius Wealth Management during the sale of our business has been an incredibly smooth and reassuring experience. From the very beginning, he helped us stay focused on what mattered most — getting the structures right, protecting our family, and giving us the confidence to enjoy the next chapter of our lives.

Chris Scriva took the complexity out of a life-changing financial event and guided us through every step, from managing cashflow and super contributions to preparing for our future investments and estate planning.

We always felt Chris Scriva had our best interests at heart, and his ability to simplify the process made a huge difference to how we approached our financial decisions.

We couldn't be happier with the advice and ongoing support, and we’re excited for what’s ahead knowing we have a clear plan in place.