Wealth advisory | Financial Management
Your Direction Financial
We are a Financial Advice firm providing personal financial advice to individuals, couples and families. Financial Planning is all about you.
Understand
Work with you on identifying what you want to achieve
Advise
Help you make a balanced and informed decision
Assist
Assist with implementing those decisions
Track
Track you to ensure you achieve your desired outcome
Our Story – About Chris
I have been an authorised adviser since 2007 and been helping clients achieve their financials goals since I joined the financial planning industry with AMP in 2004.
Helping people understand their financial position, set goals and watching them achieve them has been my motivation for growing in this industry.
I enjoy helping all clients, however, with a young family myself, a passion of mine is making sure young families are protected and working towards achieving their goals, whether it be buying a house, paying off, saving for school or even retirement. It’s never too early to get your plans in place.
Services
We stand with our clients by helping them make educated financial decisions through life events such as:
- Buying a house
- Having a family
- Going through divorce
- Getting married
- Receiving an inheritance
- Planning to retire
- Unplanned business exits
“With a young family myself, a passion of mine is making sure young families are protected and working towards achieving their goals, whether it be buying a house, paying off, saving for school or even retirement. Its never too early to get your plans in place.”
“With a young family myself, a passion of mine is making sure young families are protected and working towards achieving their goals, whether it be buying a house, paying off, saving for school or even retirement. Its never too early to get your plans in place.”