Chris has worked in the financial services industry for more than 20 years, allowing him to develop a deep understanding of financial markets and multi asset class portfolio construction.
In 2007, Chris formed a partnership with John Cater to focus on providing tailored advice and a high level of service to help clients simplify and improve their financial affairs. The pair’s clients are financially independent and include individuals who have created significant wealth, high-income earners, families, small businesses and charities.
With over 40 years combined experience in the financial services industry, they have the background and expertise to provide each client with a sound wealth preservation strategy to avoid putting their strong financial position at risk.
Chris and John’s guidance covers any aspect that may affect clients’ financial lives, including asset allocation, portfolio construction and management, portfolio risk analysis, superannuation and retirement planning, personal and business risk insurance, tax effective investment strategies, managing liquidity events, executive stock option management, consolidated reporting and full portfolio administration, estate planning, and philanthropic strategies.
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