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 7
  • 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

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kristopher was amazing to deal with, very helpfully to my needs. Couldn’t have been happier with my experience."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Khristopher is lovely young man that has proven to be reliable and attentive to my needs, understands and takes the time to ensure I have fully understood all options available to me moving forward into retirement, he is reassuring."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kristopher is an absolutely wonderful adviser! Over the last few years he has helped me get on track with my finances and future, and has been supportive, attentive, honest and genuine throughout the entire process. I knew very little about investments, tax and superannuation to begin with, but am now confident that I have all of my investments structured in the best way for me and that I am adequately covered by my insurance. He will explain and answer all your questions in a way you can understand, and has your best interests first and foremost."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kristopher has an intimate knowledge of my life and what I am doing to get ahead. He has always made me feel as though I can trust him because he explains things to me in a way I can understand. Kristopher gives me the confidence to make good decisions and I know that I can always call him and speak to him if I need any help. I am so happy I now have Kristopher in my life helping me make my financial decisions."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2021

Graduate Diploma of Strategic Leadership

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Dept of Education, Skills and Employment (prev National Office of Overseas Skills Recognition)
Completed
2018

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Traineeship Management Australia (TMA)
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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