In a world full of noise, false claims and a lack of accountability, it can be hard to know who to Trust.
This is especially true in Financial Services.
I want to give Professionals and Executives with employee share plans a choice.
By simplifying the complex and making our relationship your success, I will help you take control of your tax and financial affairs.
I believe Freedom is a choice worth making.
Create your own Freedom.
I have written my first book, Freedom Assets: The Entrepreneur's Roadmap to Financial Freedom. The book provides a step by step roadmap to building a solid financial foundation, the ability to forecast your financial future and become financially free in retirement.
Building on the value in the book, Chris launched a his monthly Employee Share Plan Lunch and Learn sessions.
Chris now runs these webinars to help professionals and Executives never have another tax surprise from their share schemes.
Chris prides himself on the results he has achieved personally and for his clients and now shares his years of experience, insights and advice in an easy to implement way.
You don't set aside funds to pay for your tax
Because you don't plan your tax each year, you don't put aside or provision money for your future tax. Therefore, you sell shares, which creates more tax for the next year and you are now on a treadmill of lumpy tax and cash flow paymentsMore
You don't know which parcel or shares to sell for the best possible tax result
If you do need to sell your shares, you don't know which parcel of shares to sell for the best tax result. Selling the wrong parcel could make your tax position worseMore
You don’t know if you will outlive your money in retirement
You have worked for years in your business. Put in all the hard work, blood, sweat and tears. But will it be enough? You are tired and just want to sit on a beach for a while! You want to move onto the next stage of your life. But can you afford to? Do you have enough money?
You worry how you will pay your day to day expenses, medical bills and holidays
You currently have a standard of living that you enjoy. You are not living an opulent lifestyle but you are comfortable. But how will you continue to enjoy this lifestyle when you retire? How will you pay for your bills?
You worry about losing your money through bad or risky investments
Once you have the cheque from the sale of your business, you don’t want to risk losing it all. But you don’t want to watch the share market or deal with tenants who trash your investment properties. You don’t have time to manage your investments. But you don’t want to your your money at risk.