Will your super provide you the retirement you want?

  • Superannuation is confusing and you don’t know the rules
  • You’re not sure how yours is invested or where it all is
  • You don’t know what your options are
  • You want to reduce superannuation costs where you can
  • You don’t know what product is right for you
  • You don’t know how much you will need to retire
  • You are not sure when you will be able to stop working

How we help

  • Researching all of your options and what fund suits your needs
  • Identifying cost savings
  • Consolidating your super
  • Aligning your investments to your values and risk appetite
  • Growing your super through tax effective contributions
  • Making sure you understand how your super works and setting it up for success

Things to consider

  • Your life stage will be a huge factor in how we help you plan your super
  • The younger you start focusing on your superannuation the easier it will be to retire
  • Superannuation is one of the most tax efficient strategies available to Australians
  • Most people aren’t invested in the right level of risk for them and their needs
  • Superannuation isn’t all about ultra-low costs

Need help with your finances?

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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.

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