When will you achieve complete financial freedom?

Click here to take the first step

Your unique life

Our guided approach.

Forward thinking financial advice.

Book a call

The kind of people we help...

STARTING OUT

You’re finally making some good money and are ready to do something with it. You want to buy a house or start investing but you don’t exactly know where to start. You want a good foundation and the confidence to know you’re not making any mistakes.

BUILDING ASSETS

There are big opportunities out there that you could be taking advantage of, and you’re ready to grab the bull by the horns. You’re in the peak earning years of your life but you’re paying a lot of tax, have a lot of debt and not enough time to really do the research on potential investments.

PLANNING RETIREMENT

The prospect of retiring is exciting. You’ve put in the hard yards and have plans for what you want to experience and where you might go, but are unsure of what the future holds, when you will be able to retire and how you’re going to pay for it long-term.

We specialise in advice for business owners, tradies, and people in the mining game

How we help them...

Cashflow

Consistent and reliable income is the foundation of financial success. We offer a comprehensive debt plan, tax plan, budgeting and banking structures so you save money, pay off debt fast and pay less tax.

Capital

Investments, a home and superannuation are the cornerstones of financial opportunity. We help you acquire more assets, grow them, and help you understand what the right investments are for you and when to buy them.

Contingency

There is always risk in today’s world. We know the best ways to protect you, your family and your income so that you can rest easy knowing your hard work won't come undone if something unexpected and terrible happens.

Our services

My experience with Kris has been a really good and professional one. Kris has been thorough, detailed, and put everything into simple terms for me to understand. Kris has helped me put things in place that I wanted to achieve. The standout for me is Kris’ knowledge in the areas that I needed help with, and the way that he explained everything for me to understand. I’d give Kris 5 stars.

Damien

My experience with Kris and Wealtheon has been fantastic. Kris has a really good, personal approach to things. He put in a lot of effort to make it as easy as possible for me, such as having meetings at times that worked for me. I’d definitely give Kris 5 stars.

Artie

Our experience with Kristopher has been excellent so far with excellent service. The standouts for us are the overall customer service, the attention to detail, how nothing was too much trouble and how Kristopher worked in with us especially regarding meeting times. We now feel confident about our finances and insurances and our financial future. We would give Kristopher 5 stars.

Tamara & Tony Junger

At the start of working with Kristopher I was so stressed and had been burnt badly in the past, so trusting anyone with my finances was very difficult. Kristopher was able to put everything into place, so I knew that I was on the right path and could ease off and reduce my stress. My standout is simply how thorough Kristopher is, you say something and even if you’ve forgotten it, he will remember and bring it up to discuss. You never feel like you’ve forgotten anything or skimmed over it when you get out of a meeting with him. You could casually mention at the start that you really want to get XYZ done, then forget, then later he will bring it up, address it and account for your goal, no matter how small. I have felt really heard and listened to throughout this process, and Kristopher made sure it was easy for me to understand. Kristopher has been so thoughtful the whole way through, and incredibly trustworthy. Trusting was very difficult for me in the beginning, and Kristopher has made that easy. I would give Kristopher 5 stars.

Cheryl

Kris has been very helpful. He is easy to get along with and communicate with. We would give Kris and Wealtheon 5 stars.

Jodie Brown

Kris has been so helpful to us. He is extremely professional and easy to get along with. He tailored advice specific to our needs. We were unaware of the aspects of financial freedom and now through the changes, we have made are excited for the years ahead. We are certain seeking financial advice through Kris was the best decision for our family’s future. Thank you Kris!

Aleesha, Cannonvale

★★★★★

All the latest

How You Perceive Risk Can Change Your Life

How You Perceive Risk Can Change Your Life It’s Melbourne Cup Day down here in Victoria and for most of us in this southern state we’re enjoying a day off work in some nice November weather. Whether you’re celebrating with family or have taken advantage of the long weekend, it’s hard to ignore one of […]

The Benefits of Paying Your Mortgage Fortnightly

Important Money Stuff This Quarter – October 2024

This is all you need to be smarter than 90% of your friends when it comes to all things finance. Here’s our quarterly economic update with all of the important money stuff you need to know this quarter: 1. Australia and Global Economic Update (looking back) Australia: The Australian economy is slowing down. […]

What even is a TTR pension?

What’s a TTR pension? Transition to Retirement is a phrase that pops up a LOT in our day to day, but what does everyone mean when they say they’ve got a TTR pension? What’s a Transition to Retirement Pension? A Transition to Retirement pension is a type of superannuation/pension account designed for when you’re slowing […]

Get in touch

We service clients throughout Australia (all you need is an internet connection!) and can meet you at a convenient location in Redbank and Melbourne, VIC and Airlie Beach, QLD.