Kris Meuwissen

Wealtheon

Gold
10 Yrs Experience
Redbank, VIC 3477

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Graduate Diploma of Strategic Leadership
  • Language spoken
    • English

Wealtheon

1819 Sunraysia Hwy
Redbank, VIC 3477

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892