Chris Smith

Located in Brisbane

Works at VISIS Private Wealth

Location

Company name

Year's Experience

Brisbane

VISIS Private Wealth

22

on VISIS Private Wealth's website

About

Chris is a Certified Financial Planner and SMSF Specialist Financial Advisor and has over 22 years’ experience in providing strategic financial advice, successfully delivering tailored, practical and smart solutions that get results.

After establishing VISIS in 2001, Chris has worked to build a respected, 100% privately owned practice – with no alliances to other financial institutions. “Quite simply, I am genuinely and solely driven by client needs”. VISIS, is proud to offer the best of both worlds: the size and resources to offer market-leading services, with personal attention and support.

Every client has comprehensive financial expertise at their fingertips, covering investment management, personal insurance, finance/lending, superannuation, taxation advice and accounting services. A hands-on and personal approach gives Chris real insight into clients’ challenges and the ability to offer solutions that work for them and make the difference.

With the VISIS team, Chris helps self-funded retirees, executives and business owners to effectively manage, grow and protect their wealth every day. Chris has a proven track record of building long-term partnerships with leading business people, high net wealth individuals and families. “I strive to combine my deep industry knowledge with a proactive and straightforward approach so my clients can make clear, informed decisions with confidence”.

While providing a full range of wealth management advice and strategies, key areas of specialist knowledge include: investment management; self-managed super funds; executive share plans; tax management; and investment/wealth entities and vehicles. ​ Chris is continually looking to help new clients with their wealth management advice.

Services

– Retirement Planning
– Wealth Creation
– Superannuation
– SMSFs

Key information

Highest qualification 

Certified Financial Planner

Industry membership

FPA

Indicative Fees

Limited Advice

$2,200 - $3,300

Comprehensive Advice

$3,300 - $5,500

Details

We are a Fixed Fee for Service advice firm offering a tailored solution and personalised pricing to ensure we can deliver value to our clients.

Location

Want to learn more?

Chris is committed to helping you reach your financial goals