Following a 6 year career with the Australian Defence Forces which saw him serve on HMAS Canberra based in Perth, WA, HMAS Albatross based in Nowra, NSW and HMAS Melbourne based in Sydney, NSW. Chris has gained over 15 plus years’ experience in the Financial Services Industry, including the provision of technical support for other Financial Advisers. Chris specialises in - Wealth Accumulation Strategies, - Business Succession Planning, - Retirement Planning and; - Personal Risk Insurance. He also has extensive knowledge of the Commonwealth (ComSuper) and State (Super SA) Superannuation Schemes and the Military Superannuation MSBS DFRDB ADF Super.
At Mobius Wealth Management, we think very differently compared to your average financial planner… We believe that wealth is about more than just ‘money’. It’s about having what’s important to you. Important things like freedom, security, confidence, certainty and the ability to do the things you want in your life. Since 2007, I’ve been helping clients to set this up to happen. Out focus is on putting together an approach specifically to stop you from getting tripped up by the same old financial stumbling blocks and limiting beliefs, so you that you can start living the life you really want – sooner. Your financial journey is a lot like a ‘Mobius strip’. You would think it would follow a straight line, but life has a way of turning back on itself. By giving your quality ongoing advice, this allows you to constantly ‘check in’ and make smart decisions so that you stay on track financially. The Mobius band is a sign of long-term commitment to you, your financial success and building a strategy that enables you to live life the way that matters to you.
Meeting Chris in 2012 was life changing. I was facing redundancy and my employer had engaged Chris to provide support. In that first meeting, he quickly established my financial position and demonstrated I was in a much stronger financial position than I had believed. In subsequent meetings Chris worked with me to understand my personal situation in terms of short, medium, and long-term goals, with an equal focus on my financial and non-financial aspirations. Chris challenges you to be involved, ensuring the decisions you make are not only suitable for your situation but also made with a full understanding of their impact. He presents his recommendations for evaluation with sound supporting information. He has promptly clarified for me any questions that have arisen from time to time, in an easy-to-understand way. Chris has a very pleasant and professional manner. The experience of working with Chris over the past 10 years has been really positive, and I consider him more of a friend now than my financial adviser. I have no hesitation in recommending Chris and the financial management services he provides.
Chris has assisted us over the years as we have transitioned from full time work and a self employed position to our retirement. He has assisted us with minimizing tax and building superannuation. Chris has also maximised Centrelink for us. Chris is helpful and friendly. Happy to recommend Chris to our friends and family.
Engaged with Chris in 2021 after receiving an inheritance. Discussion was how to best use these funds and how I start planning for my own retirement. All of the financial terms and jargon gets a little lost on me and I get overwhelmed. Chris does try his best to make sure I understand what the advice is and I do understand it once he has explained it to me.
A friend recommended Chris to us as we began to investigate retirement.
Chris has provide his wealth of knowledge and experience to ease the transition into retirement and ease and answer the what if and how questions. He was able to explain all our queries and address our requirements as we transitioned into retirement.
We engaged with Chris 7 years ago in the lead into retirement. We had a goal of being self funded retirees and we have achieved this over this advised time period. Chris has always able to provide advice at anytime and answer questions in a meaningful way which we understand are specific to us. We have recommended friends, family and work colleagues to Chris.
- Adviser status Gold
- Number of reviews 24
- First year providing advice 2008
- Years of experience 14
- Fellow Chartered Financial Practitioner (FChFP)
Mobius Wealth ManagementSuite 18, 116 Melbourne St
North Adelaide, SA 5006
- 8:30am – 3:00pm Friday
- 8:30am – 6:00pm Tuesday – Thursday
- 9:00am – 5:00pm Monday
- In person
- Video call
Consultum Financial Advisers Pty Ltd