You have surplus cash in the bank that you don’t know what to do with
You don’t know if your current investments are right for you
You have heard about the power of compounding investments but don’t know where to start
You don’t want to take too much risk
You don’t know how to find new investment opportunities
You want to grow your assets
You want consistent and reliable returns
How We Help
Help you understand what investments are available to you
Give you a road map on where to invest and when
Identify ownership structures and holding products
Utilise tax effective investments and structures
Understand your appetite for risk and build a portfolio to match that
Align your investments with your values
Invest for superior returns
Things To Consider
You don’t need a lot of money to start investing, you can get started with as little as $5,000
The best time to plant a tree was 20 years ago, the next best time is today.
Diversification across asset classes and geography is one of the best ways to maximise returns and minimise risk
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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.
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.
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.
Kris has been very helpful. He is easy to get along with and communicate with. We would give Kris and Wealtheon 5 stars.
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!
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