Wealth & Finance

WEALTH DIVISION

Our wealth division is aimed at ensuring our clients get the best advice

Wealth Partner

At 13 Concepts we offer a full range of wealth management services to suit your individual investment needs, goals and approach. In addition, through a strategic relationship with Wilsons, we have access to global research and select corporate offerings.

As a Private Wealth Investment Advisor at Wilsons, Chris provides wealth management services to a diverse range of clients including high net worth individuals, self-managed superannuation funds, not for profit organisations, small and medium enterprises and family offices

Investment Advisory

At 13 Concepts our clients have access to a complete stockbroking service and a range of investment advice, research, new equity issues, funds and portfolio management services. Our team can also provide information and advice regarding fixed interest, derivative & cash investments and investment services such as margin lending.

Financial Advisory

A unique proposition within the marketplace, our combined team of accountants, planners and senior investment advisors can provide complete planning services including investment and tax structuring, wealth creation strategies, asset allocation and portfolio constructions, managed investments, superannuation, retirement planning, estate planning and risk insurance services

ASX History 1982 – 2015

Credit ASX http://www.asx.com.au/documents/resources/share_price_movements.pdf

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Chris is dedicated to working closely with each of his clients to ensure they achieve their individual financial goals.  That means working together to determine your goals, before building a strategy to deliver the solutions that help achieve your ambitions. With the support of a deep and broad research offering, Chris looks for the best investments, wherever they are.  To help develop the right portfolio of investments for you, Chris provides solutions across a range of asset classes including Australian and international shares, bonds and fixed interest, listed property, cash, managed funds and alternative assets. Chris will take an active role in managing your personal finances, however you’ll always be in full control.  Expertise, experience and understanding are critical.  However, it is Chris’ ability to establish a long-term partnership with his clients that really makes the difference.

Interested On How We Can Help?

Please Feel Free To Read The Financial Services Guide

Did You Know?

Did you know that you can organise a FREE 30 minute consultant with Chris to get a full understand of how he can assist.

FREE ADVICE
13 Concepts Group 1300 659 103 Luck Has Nothing To Do With It...
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