About Chris Humphrey Private Wealth Management
A CPA practice dedicated to providing wealth management services. We specialise in investment advice, superannuation and SMSF advice, SMSF administration, tax minimisation, asset protection and personal insurance.
At Chris Humphrey Private Wealth Management we operate on a fee for service model. Our fee model allows clients to choose the amount of service and financial advice they require. In essence it is a user pay approach, because we do not assume the more money you have the more financial advice you need.
We split our investment advice (and associated portfolio management) from financial advice. This allows us to charge clients who just want investment advice solely for investment advice and clients who just want financial advice for financial advice only.
CPA Public Practice & SMSF Specialist Advisor™
Chris Humphrey Private Wealth Management hold a CPA Public Practice Licence. We are dedicated to providing quality financial planning services. Our principal financial adviser, Chris Humphrey, is a CPA, CPA Financial Planner, Tax (financial) Adviser and SMSF Specialist Advisor™ with the Self Managed Super Fund Association (SMSFA) of Australia. Chris is also an SMSF Association Queensland State Chapter committee member.
By dealing with an approved CPA Practitioner, CPA Australia endeavour to assure you, the consumer, are protected in a number of ways.
- hold a Public Practice Certificate
- engage in continuing professional development
- hold professional indemnity insurance
- have appropriate risk management strategies incorporated within their practice
- undertake independent, ongoing quality control
- are subject to appropriate complaints and disciplinary procedures
- Wealth Creation
- Investment Advice
- Portfolio Construction
- Tax Minimisation
- Asset Protection
- Estate Planning
- Self Managed Super Funds
- Borrowing In Super
- Expatriate Financial Advice
- Business Succession Planning