Allied Wealth - Independent Financial Advisor

I have worked closely with Allied Wealth in the last financial year and could not be more satisfied with the initial contact, the ongoing communication and explanation of how my portfolio has is being managed, to latest results that speak for themselves.

I’ve been working with Chris from Allied Wealth since they opened in 2020 and have been very impressed with his guidance given my somewhat muddled structure. During our time working together Chris has taken on a number of projects in order to rectify some legacy issues I have faced which have involved an ATO Private Ruling and OSR Stamp Duty exemption. At every step of the way Chris has gone the extra mile to ensure my strategy and structure are as robust as possible – even if that does involve significant time. I have and do happily recommend Chris and the team at Allied Wealth.

I had an initial appointment with Chris and found him to be very professional, knowledgeable and serious about understanding my financial circumstances and goals. He actively listened and absorbed everything I said, helped fill in gaps in my approach and strategy, and didn't try to force any particular investment approach or wealth accumulation instrument onto me.

While we didn't progress to using his full services due to personal reasons, we felt like he would have had our best interest at heart no matter how much wealth needed to be managed.

Chris is an authentic and knowledgeable financial advisor who has assisted my Husband and I with both our short term and long term financial goals. I’d highly recommend him to anyone seeking professional advice with a personal touch.