Pay less tax

Need help with your finances? We can help.

Do you feel like you’re paying more tax than you should be?

You get your tax return and it is never as much as you want it to be
You don’t plan your tax a year ahead, instead you scramble at tax time to get it done
You don’t have any tax strategies in place
You don’t know how to consistently reduce your tax
You don’t really understand how all the ins and outs of tax works
You get a tax bill instead of a tax return

How we help

Identify strategies to reduce your tax
Put tax effective structures in place
Use tax effective investments
Salary sacrifice planning
Make sure you are making the most of all opportunities available to you
Contribute to superannuation
Work out if spousal contributions are right for you
Utilise government incentives

Things to consider

Superannuation isn’t the only way financial advisers help their clients save money on tax
Everyone has to pay tax – you want to reduce tax legally
Having tax problems are good problems, paying more tax means you are earning more money
An investment being tax effective doesn’t automatically make it a good investment or right for you

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!