Financial planning means managing all aspects of your financial situation.
Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:
- Risk insurances;
- Debt and debt management;
- Cashflow and income management;
- Career planning;
- Aged care; and
- Estate planning
Each of these elements is important in its own right and making positive changes in any one area will provide substantial benefit. But the real benefits come when two or more of these elements are addressed together. That is when your financial profile really starts to sing.
Director and Financial Planner
Chris specialises in Superannuation, Retirement Planning, Centrelink advice, TTR, Risk insurances and also Budgeting & Cashflow.
Chris is degree qualified and holds several industry qualifications. He has worked in Financial Services since graduation both in the UK and here in Australia. He initially started his career as a Mortgage Broker and then as a Financial Planner within large Banking organisations for over 8 years. Chris now enjoys working within his own Practice.
Having worked within the Banking industry, customer service is especially important and is front and centre of the business.
Chris Watts is an authorised representative (1004043) of Dover Financial Advisers Pty Ltd (AFSL 307248).
There are lots of articles out there telling you why you need Financial Planning, this isn’t one of them instead it addresses some of the common concerns and questions that arise about it. Once you have all the information it then makes it much easier for you to decide if it’s something you want to explore further.