Chris Lau

Lifespan Financial Planning

Gold

10 Yrs Experience

Sydney, NSW 2000

About Chris
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

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

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

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

4.75 May 2024

I am a retiree, and working with Chris has been the first time I have had detailed financial advice. Chris is knowledgeable, considered, clear, very thorough, a great listener and communicator, and patient with my ignorance! Chris has been very responsive to my specific needs and I will continue to work with him in the coming years.

4.75 April 2024

I found Chris to be a good communicator and he was able to explain things to me in non technical language. I valued and trusted his advice. He has always been responsive when i have left a message for him to contact me.

5.00 April 2024

Chris is a gem! He always listens and he has my best interest at heart. He is very clear in his communication and he makes sure that I understand the advice and recommendations given. Chris has helped me through a difficult time and I would not trust anyone else with my financial affairs.

5.00 January 2024

Following the sudden death of my husband, I was faced with many financial decisions to ensure my and my children’s future security. Chris’ advice regarding investments, superannuation and income generation has been considered, practical and valuable. He is easily contactable and responsive, always willing to answer my many questions and explain his advice clearly. Chris’ calm, positive and reassuring manner has been vital in assisting me through an overwhelming and difficult year. I look forward to having Chris work with me over the coming years and cannot recommend him highly enough.

4.75 November 2023

You can’t go wrong with Chris Lau. He’s an expert in his field yet he takes the time to listen to your specific goals, concerns and constraints. His advice is practical, tailored and realistic. I’m a return customer and I will continue to be.