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Design the life you want.
Contact Wealth Architects today to discuss your financial goals and how we can help you get there.
- October 2022
Wealth Architects welcomes Chris Herdman to our team of astute advisers.
Wealth Architects is pleased to announce that Chris has recently joined our growing team of Financial Advisers in Brisbane, Queensland.
Having been in the industry for close to a decade, Chris brings with him a wealth of knowledge and experience in assisting clients reach their financial goals and objectives. Chris specialises in both Wealth Accumulation and Retirement Planning, and enjoys assisting clients with all facets of Superannuation, Wealth Management and personal risk advice.
“I understand that everyone is on a different financial journey and tailor strategies to meet my client’s individual goals in order to provide enhanced outcomes. I pride myself on building strong connections with my clients while delivering a rewarding experience. My ethos is that the role as a financial adviser is not only to educate my clients to make informed decision but to instil confidence to allow them to take action towards achieving their financial freedom.”
Chris is based in our Brisbane South office and holds a Bachelor of Financial Planning through Central Queensland University and an AFA Fellow Chartered Financial Practitioner professional designation. When considering the type of advice he provides clients, he will consider the individual personal needs and goals to create a personalised financial journey.
“I can help you to identify the types of services and products that will be appropriate to meet your financial goals. In addition, you can choose whether to receive advice about a range of needs all at once, or we can provide advice about a single issue, so your most important goals are achieved first. Further advice can then be provided over time about any other needs or goals as required.”
Chris is a fully qualified Financial Adviser, and is authorised to provide advice on the products listed below:
Strategies:
- Fundamentals of budgeting, cash flow management and estate planning.
- Superannuation Advice including investment strategy, consolidation advice, contribution strategies, beneficiaries and insurance arrangements.
- Wealth Protection including personal insurances held inside and outside of superannuation – Life, Total Permanent Disablement, Income Protection, Trauma & Child Cover.
- Wealth Creation including investment advice, education bonds, investment bonds, managed funds, tax effective structures and modelling forward projections.
- Debt management including debt recycling and debt repayment strategies.
- Retirement planning including preparing, entering and living in retirement with Centrelink modelling.
Financial Services Products:
- Deposit and payment products
- Financial planning
- Life risk insurance products
- Managed investments
- Tax effective investments
- Superannuation and retirement savings accounts
“I’m very excited for Chris to join the Wealth Architects team in Brisbane as a Senior Financial Adviser. His values and qualifications are of the highest quality and align perfectly with our company’s key principles of providing exceptional customer service and trusted advice to our valued clients.”
Have a question?
If you’re looking to secure your financial journey or would like an obligation free chat, contact Chris on the details below or via the contact form.
Chris Herdman BFinPlan, AFA FChFP
Senior Financial Adviser
16 Trinity Lane, Woolloongabba, QLD, 4102
M: 0405 736 837
chris@wealtharchitects.com.au
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