Looking For a Family Financial Planner and Advisor?

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When looking for a family financial planner and advisor Melbourne, you need to make sure you are dealing with an experienced and reliable service. KPartners is an excellent option because they have decades of combined financial management and accounting experience. As a result, their accountants can help you create financial prosperity and build a strong financial practice. If you are interested in a Melbourne family financial planner and advisor, contact them today to start your journey towards financial success.

James Harris

Vanessa and James Harris, owners of 7 Wealth, are Melbourne-based financial planners and advisors. They specialize in helping clients create financial prosperity. The Harrises’ decades of accounting and financial management experience have led to a reputation as experts in their field. They’ve assisted many clients in building financial practices and achieving their goals. If you’re ready to take your financial situation to the next level, contact them today.

Located in Narre Warren, Pursuit Private Wealth is a leading private wealth management and financial planning company in Melbourne. They offer services in Wealth Creation, Strategic Advice, Asset Protection, Trusts, and Self-Managed Superannuation strategies. The team has over 100 years of combined experience in this field, making them a trusted resource for many people. Their financial advisers can help you set and reach your goals and create a plan that will help you achieve them.

With more than 20 years’ experience in the financial industry, James and his team offer their clients a unique and highly personalized approach to their finances. Jamie has an excellent understanding of the business and financial challenges faced by his clients. He also works closely with farmers and business owners, providing important succession planning advice and addressing tax efficiency. Additionally, he works with retirees and pre-retirees to help them plan for their future. He’s equally comfortable working with professionals and young families. The team’s open-door policy means that Jamie can meet with clients outside normal office hours.

Vanessa Harris

A seat at the table has always been the key to success, and family financial planner and advisor Vanessa Harris is no exception. Her rise was fueled by her association with San Francisco’s high society, where she partied with the city’s movers and shakers and developed relationships with VIPs who ultimately supported her political campaigns. In this small world, her success was assured, and she soon found herself on the cover of the Nob Hill Gazette in January 2003.

Despite being a highly qualified attorney, Harris also has strong ties with the Pacific Heights crowd. She raised over $100,560 in a single year, with 23 percent of her money coming from a Pacific Heights ZIP code. Her early donors read like a who’s who of the city, so she was able to gain respect from the community and become a serious candidate. She now focuses on individual financial planning advice.

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Wade Ritchie

If you’re looking for a family financial planner and advisor in Melbourne, you’ve come to the right place. Wade Ritchie, principal adviser of APW Partners, is a qualified SMSF Specialist Adviser and has a wealth of experience. Wade has a Diploma of Financial Planning from Deakin University, a Master of Personal Financial Planning from USQ and a Bachelor of Engineering (Mechanical) with first class honours from James Cook University. His qualifications include CFP (r) and LRS designations. He has over 18 years of financial services experience. He was formerly a Private Client Adviser for Shadforth Financial Group and is a CFP® and LRS®.

Wade Ritchie has earned the distinction of being a top adviser in Australia, and has won several awards and accolades. He has a university medal for academic results, and he is a Justice of the Peace. Wade has been providing financial planning advice since 2002, and moved to Melbourne in 2005 from Mackay, Queensland. Wade enjoys assisting clients in reaching their financial goals. He enjoys being a part of their families’ financial planning process.

Chris

After retiring from the U.S. Air Force, Chris McLaughlin decided to pursue a career in the financial services industry. He joined a firm that provided financial planning for military personnel and later merged with another firm. Chris’s success attained awards for customer service and client satisfaction. He also enjoys working with families and closely held businesses. Chris has several professional designations, including the CFP(r), ChFC, RICP, and AIF.

The Australian Financial Review regularly quotes Chris Hewison and regularly hosts investor insight seminars for clients. Wade Ritchie, a private client adviser at Shadforth, has been providing financial planning advice for clients since 2002. He moved to Melbourne from Mackay, Queensland. He holds a Master of Personal Financial Planning, Diploma of Financial Planning, and Bachelor of Engineering with first class honours. In addition, Chris is also a member of FINSIA and has been featured in several publications.

Outside of work, Chris is a keen soccer fan. He supports Everton and Western United, and is an avid supporter of the AFL’s Melbourne Renegades. He also enjoys travelling with his family and volunteering for the Juvenile Diabetes Research Foundation. Chris also serves as a volunteer on three boards and is an active member of his local community. Further, he enjoys the outdoors, particularly hiking and camping with his family.

Thabojan

Thabojan Rasiah is a renowned, experienced family financial planner committed to the ethical fee-based advice model. Thabojan joined the financial advice industry 19 years ago and has since received national and international recognition. He is recognised as a Top 50 Financial Planner by Wealth Professional in 2012 and Smart Investor in 2011. He is listed as one of Melbourne’s Top 10 Financial Planners by Financial Review and has been named as one of the 50 Most Influential Financial Advisers in Australia.

Chris Dawson is a Chartered Accountant and Principal Adviser at Chronos Private in Melbourne, Australia. He has a background in accounting, tax law, and financial planning and enjoys helping his clients make the most of their money. He holds various academic qualifications and has been recognized as one of the top 50 financial advisers for five years running. He is also an accredited SMSF Specialist Adviser.

Thabojan is a highly experienced private client adviser and a highly respected member of the AFR Smart Investor Top 50 Masterclass in Financial Planning. He is dedicated to public education and presents regularly at seminars and other forums. He is also a senior lecturer with the Financial Planning Institute of Australia. He has been quoted in the Sydney Morning Herald, Melbourne Age, and Financial Review. He has received the Practitioner Award in 2003 and regularly appears in the Australian Financial Review.

Jeff

When you’re looking for a family financial planner and advisor Melbourne has to offer, look for an adviser who fits your needs. An adviser should be qualified, experienced, and trustworthy. He or she should have knowledge of your personal financial situation, as well as your life goals and dreams. The right adviser can help you maximize your wealth. Here are some tips to help you find the right one. Read on to learn more about financial planners in Melbourne.

Jeff Ross is a CPA, accountant, and principal financial adviser who has extensive knowledge in government tax policies and the financial markets. A frequent reader, Jeff has accumulated a wealth of knowledge over the years. He specializes in wealth management advice for affluent families and individuals. He is also a member of CPA Australia and is married with two adult children. He enjoys working out and staying fit year-round.

Chris Hewison is an Australian Financial Review contributor and owner of Hewison Private Wealth. He holds a Master’s degree in financial planning and has held investor insight seminars. Wade Ritchie, a private client adviser at Shadforth, has been providing financial planning advice since 2002. Originally from Mackay, he holds a Bachelor’s degree in engineering and a Master’s in financial planning.

Cameron

In addition to his MBA, Cameron is a Certified Financial Planner practitioner. He enjoys developing relationships with clients, focusing on behavioral finance. Cameron distills complex planning strategies into common sense action steps. He helps clients develop financial confidence that empowers them to live their values. In addition to his expertise in behavioral finance, Cameron specializes in helping families plan for the future and manage their financial resources. A family financial advisor can help you achieve financial goals, protect your assets, and ensure that your family stays on track.

A native of Wisconsin, Cameron was raised in a small town and moved to Iowa to attend the Tippie College of Business. He earned a Bachelor of Business Administration with a focus on finance, specializing in investments. Cameron enjoys spending time with friends and playing video games. He also loves watching sports. He is also fluent in French and Spanish. When not planning for his future, Cameron enjoys watching and playing sports.

As a Certified Financial Planner (CFP) and Certified Kingdom Advisor (CKA), Cameron focuses on preparing clients for the future, including retirement. Using a network of professionals, he helps clients achieve their goals and plan for the future. His unique approach to asset allocation utilizes alternative investments and connects his clients to worthwhile charitable organizations. This process allows clients to enjoy the benefits of a wealth management firm without the added costs.


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