Chris Lau

Lifespan Financial Planning

Gold
10 Yrs Experience
Sydney, NSW 2000

I do what I do because of my childhood. Seeing the effects of financial difficulty first hand has built a strong passion to try prevent this for others. My value is being committed to solving your financial problems/goals.

I have joined a boutique in Private client advisory and Lending to deliver bespoke and tailored financial solutions.

Our clients span from:

  • Individuals straight out of university wanting to save for their first house or investment portfolio
  • A young professional couple looking to set goals on building a future together
  • A family where planning for the kids education and protecting the legacy is critical
  • Small business owners taking a step back to make sure there is a backup plan
  • Figuring out the next lifestyle challenge when work is no longer required

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

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

Clear fixed fee for upfront and ongoing service arrangements. Flexible based on complexity of advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.88
  • Number of reviews 2
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Lifespan Financial Planning

Suite 2, Level 24, 1 Market St
Sydney, NSW 2000

Opening hours

  • 8:30am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892