Humphrey Partners - Financial Planning Brisbane

Humphrey Partners is a CPA practice holding a CPA Public Practice licence. Formerly known as Chris Humphrey Private Wealth Management, the firm operates on a fee for service model. Chris Humphrey is a CPA, CPA Financial Planner, Tax (financial) Adviser and SMSF Specialist Advisor™. He is also an SMSF Association Queensland State Chapter committee member. Humphrey Partners provides investment advice, financial advice and SMSF administration in Brisbane. Taxation advice is provided via The Tax Tribe Pty Ltd.

Tax advice and financial planning form the core of the work described by clients of Humphrey Partners in Brisbane, and the accounts highlight the personalised nature of that service. Chris is named in each of the three reviews, with customers describing how he took the time to understand their particular circumstances before offering guidance, and several note that the advice was delivered promptly and without any apparent bias. The establishment of a family trust is mentioned as one concrete piece of work, handled in a straightforward manner that made the process quick and easy for those involved.

Clients also speak of ongoing financial management, expressing confidence in the expertise and integrity shown and indicating a willingness to continue the relationship into the future. Booking in for a timely consultation is another point that comes up, with one customer noting that an appointment was arranged quickly when tax advice was needed. The consistent thread across the feedback is the combination of technical knowledge, tailored recommendations and a personable approach that leaves clients feeling their affairs are in capable hands, from initial consultations through to the management of trusts and broader financial matters.