Hi, I'm Kris.
I specialise in working with Miners, FIFO Workers and Tradies in growth mode and Young Professionals who are confused or unsure about investments and people who feel like they are paying too much tax.
When I first meet my clients they often feel frustrated that they don’t have enough investments in place. They don’t know where their cash goes (it comes in and out way too easily…) and they are also concerned they wont have the retirement lifestyle that they’ve worked so hard for.
I help them plan their investment strategy, reduce their tax and get more money into super and provide them with the comfort that they are paying as little tax as possible and making more money at the same time. I also teach them tactics to make the most of their incomes, so that they can go on more holidays and buy more of the things they want in life.
Ultimately, I help them use their great income to prepare for the retirement they want, earlier than they thought was possible.
Kris and the team at Wealtheon have been instrumental with helping me get myself into a better financial position. Kris explained things very clearly, helped me understand my investment strategy and ensured I felt 100% comfortable at every step of the process.
I'm watching my investment grow and know that I'm in extremely safe hands. I would not hesitate to recommend Kris and the team at Wealtheon.
"Kris has been really clear in what he can help me with and has really helped me understand what my goals are. It has been clear communication through our meetings. A standout for me is how Kris went above and beyond to provide support in areas outside of advice such as connecting me with people in areas I am interested in such as charity work and networking. I would give Kris and Wealtheon 5 stars. They have provided me exactly what I needed and I appreciated the follow up emails and communication so I didn't have to worry about whether things were getting done."
Kris has been so helpful to us. He is extremely professional and his advice was tailored to our needs. We were unaware of the many aspects of financial freedom and now through the changes we have made are excited for the years ahead. We are certain seeking financial advice through Kris was the best thing for our family and our future.
Kristopher has helped me clear my debt and get motivated to save for goals in the future while also teaching me how to budget my wages on day to day spending. I'm learning so much from Kris as he explains everything in great detail and keeps me accountable for my spending every week. I find the weekly snapshots that he sends me very helpful as it makes me think before I spend the next week. I'm really grateful to Kris for all his time and help I will keep working with him as I'm now excited to see what I can achieve with my finances.
Kristopher really knows his stuff, he has always been very helpful and very easy to deal with. I really think he cares about me and my situation and always explains what he thinks I should do in a very easy way for me to understand.
- Adviser status Bronze
- Number of reviews 9
- First year providing advice 2012
- Years of experience 11
- Graduate Diploma of Strategic Leadership
Wealtheon1819 Sunraysia Hwy
Redbank, VIC 3477
- 9:00am – 6:00pm Monday – Friday
Lifespan Financial Planning