Global Knowledge - Local Solutions

Family Advisor and Investment Manager

Explore All Our Services

Investment Advice

Our investment knowledge helps you put together a tailored portfolio that will work for your situation. Whether you have personal funds that need investing, or you would like your superannuation more actively invested, Chris Galanis will guide you through the investment process.

Strategic Advice

You might need a plan to prepare for a major purchase or work towards a big goal that will need some financial guidance. You could be preparing for retirement and wonder if you have sufficient financial resources to have a comfortable retirement. Our strategic advice maps out your current situation to what it possible so you can start putting steps in place.

Superannuation

In an area that continues to get complex, Chris Galanis is your guiding hand for your superannuation needs. Our services range from helping you with your individual superannuation fund to helping you establish and run a self-managed superannuation fund.

Aged Care and Centrelink

The aged care and Centrelink system can be a maze to deal with. Whether it is advice you need such as what to do with your home and assets to just needing navigation and guidance, Chris Galanis has many years’ experiences to help you through.

Estate Planning

Preparing a will can be a simple matter. However, does it reflect your final wishes and any legacy you might want to leave or establish? Chris Galanis can help guide you through your options to have in place an estate plan that deals with any tricky situations and looks after your beneficiaries and give you peace of mind.

Personal Insurances

Protecting your journey as you build wealth and work towards a comfortable retirement is important. One major accident or misfortune can jeopardise your plans. Insurances can help protect your future. Having the right insurance covers in place is where Chris Galanis can guide you.