Chris Williams

Chris Williams
Wealth Adviser
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I love spending time with… my family, especially my daughter Sienna. No matter how stressful life can be seeing the smile and joy on your families face always puts a smile on my face. They are who are truly important to me.

I enjoy… my Footy! Nothing beats spending the cold winter weekends watching some great AFL action.. I am sure my beloved Melbourne will be back to the top sooner rather than later… it’s only been 50 years!!!

My favourite pet… is my Golden Retriever Dog– Rusty! I swear he thinks he is human with the way he acts, probably doesn’t help that we refer to him as our ‘fur-baby’, he is such an awesome dog!

Now on a professional note…
Chris started in Financial Planning back in 2009, and has been part of the Experience Wealth team since the start of 2012, initially coming on board as an Associate Adviser and now taking on a leadership role as one of our 3 Director’s and Senior Wealth Advisers.

Inside Experience Wealth Chris specialises in Parents of newborns & kids in childcare.

When he is spending time with his clients the types of goals he helps them achieve and financial headaches he helps them solve are:

  • Lifestyle proofing their first property purchase – this means getting a home and maintaining a decent lifestyle as well…
  • Planning to start their family –I help by taking the stress out of having a new born where I can. Typically this is around Maternity Leave planning and funding as well as facilitating conversations around what Returning to Work looks like for them and their finances
  • Expanding their family – again this conversation starts with Maternity Leave and Returning to work but also includes accommodating the new additions by exploring costs associated with renovating their home or upgrading to a bigger house

If you sound like someone that Chris can help make sure you ‘Schedule an appointment’ now for him to give you a call, so you can find out more.

Qualifications:

  • Bachelor of Commerce - Financial Planning, Finance, Accounting