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Chris Wren

Chris aims to improve his clients’ lifestyles by helping them make better financial decisions. He is passionate about helping his clients get financially well organised and achieve their life goals. Chris’ sole purpose is to help clients achieve their prosperity and lifestyle objectives. To get them from where they are today to where they want to be – as safely and securely as economically possible.

Chris specialises in self-managed super funds and business succession solutions. With over 25 years’ experience in finance, Chris has advised clients nationally, and around the world.

Chris creates financial plans that suit current and future financial circumstances – plans that close the financial gap between the client’s current circumstances and where they want to be.

Outside of work, Chris enjoys spending time with his wife and three boys. Chris is keen on the great outdoors and frequent visitor to our world class beaches. He is a motor cycle enthusiast and enjoys riding his Triumph Sprint motor bike.

Qualifications/Memberships

  • Advanced Diploma of Financial Services (Financial Planning) – Tribeca (2007)
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional (2006)
  • SMSF Specialist Accreditation Program – SMSF Association (2013)
  • Margin Lending

Areas of expertise

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Strategic Financial Advice

Experience

  • 25 years experience in Finance
  • 10 years experience as a Financial Planner
  • 17 years stock market experiences (Australia and International)

 


Chris Wren is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Testimonials

“As a result of Chris’ advice I feel secure both in my current situation and well prepared for whatever the future may hold. His financial examination technique is thorough but non confrontational, and doesn’t require anaesthetic. Chris always makes me feel confident that everything has been looked at, and he is tireless in working for my best interests.”

Dr Jeremy Cohen

“As a private client of Highland Financial, I wanted to take this opportunity to say a few words about my experience in dealing with your company and the great service you have offered.
You have been thorough in all advice provided and I believe you have gone beyond the normal call of duty to get the best results and solutions on my behalf.
I would happily recommend your services to any client or company that is looking for sound financial advice and comprehensive financial planning.”

Greg – Managing Director

“Setting up a self managed superannuation fund …. surely it cannot be that daunting ? Just wait until you start getting into the obligations and requirements of a trustee and then you can quickly become lost on your own.

I was very fortunate to have Chris Wren and his team from Highland Financial ease the path for me. Chris conducted an assessment of my financial situation and assisted me in weighing up the benefits and obligations of running a SMSF. He then arranged the establishment of the SMSF with the right structure and ensured all regulatory obligations were satisfied resulting in a compliant fund.

Chris has provided ongoing guidance that has been beneficial and supportive in the operation and investment objectives of the fund. With Highland ‘s support, I know our ongoing trustee obligations are well managed. I readily recommend you consider engaging Highland Financial to assist you with establishment and/or operation of an existing self managed superannuation fund.”

Chris H – Project Director

Contact details

Chris Wren

1300 657 037

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Level 1, Bowman House, 276 Edward Street, Brisbane QLD 4000

1300 657 037

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