Chris Holme

We've been working with Chris from The Wealth Laboratory for our wealth management and the establishment of our SMSF, and the experience has been nothing short of excellent. Chris is incredibly knowledgeable and professional, and he’s been a fantastic support throughout the process. He’s approachable, easy to work with, and has access to a strong network of professionals, which means we’ve had everything we need in one place. I’ve already recommended Chris and his team to others in my network and will continue to do so without hesitation.

Chris from The Wealth Lab, is a financial adviser who shows, absolute genuine care, concern and commitment to his clients. Chris’ integrity, I hold in the highest regard.

He is extremely meticulous with his delivery of service. His individualised plans are comprehensive and very detailed, reflecting his expert knowledge and understandings of his client’s needs and goals, for optimal outcomes.

Chris’ communication skills are excellent and his gentle calm demeanour, instantly made me feel comfortable. When working with Chris, it does not matter the level of your financial knowledge you have, as he will present the information accordingly. This has been evident, when discussing my initial financial plan and plan reviews, he explained the information from my plan, in terms that I could understand.

Chris has always responded promptly to my requests or queries, that I have had since working with him. Chris has instilled a sense of confidence and peace of mind from day one. I trust him implicitly and I highly recommend Chris, to entrust him with any financial situation.

We were referred to Chris Holmes to help us set up an investment fund for our daughter, who has special needs. From the very beginning, Chris showed a genuine commitment to understanding our family's unique circumstances. He took the time to go over our daughter’s current financial commitments, discussed her future goals, and helped us clarify what we hoped to achieve with the lump sum payment.

Chris provided sound, practical advice and supported us every step of the way. His expertise and thoughtful approach gave us confidence that we were making the right decisions for our daughter's future. He also went above and beyond in assisting with the necessary documentation, ensuring we had everything in place to act as administrators and that our daughter’s best interests were protected.

We are incredibly grateful for Chris’s guidance and highly recommend him to any family looking for trustworthy and compassionate financial advice especially those navigating the complexities of planning for a loved one with special needs.

We were recommended Chris by our accountant and were extremely impressed by his knowledge and willingness to sit down and explain things to us. He listened to our story, and gave advice for our ongoing financial security. Chris in turn recommended a Lending Specialist to help us navigate a new mortgage agreement. The process was very positive and I have already recommended Chris to others.