With 36 plus years of combined financial industry experience, Chris and Tom offer trusted strategic advice tailored to high net worth individuals, family groups, and business owners. Their advanced qualifications in accounting, taxation and financial planning underpin a client first approach to wealth creation and preservation.
Known for their deep technical expertise and authentic demeanour, they deliver clear, concise, and effective advice with a genuine commitment to helping clients achieve success, however they define it. Their collaborative style ensures a high level of service and support, making them a reliable source of personalised financial solutions, across a wide range of client needs.
Chris and Tom combine deep experience, premium research access, and the backing of Ord Minnett’s investment teams to deliver curated high calibre financial advice. Their expertise spans equity and capital markets, corporate finance, and fixed income including wholesale bonds, term deposits, and IPOs. With institutional grade insights and a wide array of direct investment opportunities, they offer holistic solutions that evolve with client needs.
Their service covers strategic and retirement planning, portfolio construction, tax efficient structures, SMSFs, personal protection, intergenerational wealth transfer, philanthropic giving, and estate planning ensuring each client receives forward thinking advice, aligned with their long term financial goals.
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