Lifespan Financial Planning
Sydney CBD, NSW, Australia
(1)
Sydney CBD, NSW, Australia
(1)
Family owned business focussed on delivering solutions and value to clients through quality advice and high touch service.
1 customer review
Wendy Wright
Financial Advisors
Chris is very knowledgeable and always put my considerations as a priority. Added to this his financial experience makes me feel confident I made the correct choice for me and my future. He is polite and very personable. Thank you. More...
What do you love most about your job?
Being able to allow clients to live the life they want to live and not worry about their finances.
What inspired you to start your own business?
Seeing financial difficulties first hand empowered me to prevent this for others.
Why should our clients choose you?
- Nothing is more important than putting my clients in a better position
- I provide a high touch service
- No bias with financial products
- Holistic financial planning and mortgage broking services
- Fee for service model
Can you provide your services online or remotely? If so, please add details.
Yes I can assist via online (Zoom, Microsoft Teams, WhatsApp or WeChat) or face to face.
What changes have you made to keep your customers safe from Covid-19?
Offer video meetings and I am happy to practice covid precautions if we meeting face to face.
Financial Planning
- Wealth Creation: Investing inside Super or outside Super, Self Managed Super Funds, Kids Education
- Wealth Protection for individuals, families and business owners
- Cash flow and budgeting
- Debt Management
- Retirement Planning
Mortgage Broking
- New Purchases
- Refinances
- Owner Occupier/Investment
- SMSF Lending
- First Home Buyer
