She has built an expertise in providing advice to foreign expatriates who intend to repatriate back to Australia and hence need a cohesive investment strategy to comfortably retire in Australia. Importantly, by understanding the worldwide balance sheet, she will work with the accountant to ensure that the financial strategy and investment structures are designed to minimise tax across multiple jurisdictions (to the extent legally possible).
Cris is a Certified Financial Planner providing financial planning advice in the areas of wealth creation, retirement planning and personal risk management. At a time of significant life change, she helps clients feel in control of what’s important to them by bringing together all of the small things with a plan to work towards the big thing.
