Years from now, retirement looks the way you pictured it, because the structure under your money was built right and kept right

A Brisbane CPA practice and SMSF Specialist Adviser, fee-for-service, that sets up a self-funded retirement to preserve your capital and priced to the advice you actually need.

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A CPA Public PracticeSMSF Specialist AdviserFee-for-service, never commissionFor clients with at least $750,000 invested

Why Humphrey Partners

Advice priced to what you need, not to how much you have.

Humphrey Partners, in specifics

  • Specialty SMSF and self-funded retirement. Our principal is an SMSF Specialist Adviser who spent close to a decade at large investment banks in the UK, Germany and South-East Asia in equities and derivatives before building this practice.
  • Model Fee-for-service, a user pay approach. Investment advice is priced separately from financial advice, so you see what you pay for and why. There's no commission and no product to move you into.
  • Rigour A CPA Public Practice, so the accounting and tax rigour sit inside the advice from the start rather than being handed off and hoping the two ever meet.
  • Philosophy We construct portfolios with a capital preservation focus, and we walk you through the reasoning behind every call so you understand your own plan.
  • Who it suits Self-funded retirees and people building toward one, with investable funds of at least $750,000. These are long-term relationships, so we're not taking on one-off engagements.
  • Footprint A multi-adviser practice based in Brisbane, working with clients by phone and video.

In their words

Chris took the time to fully understand my financial position, goals and needs to provide me with timely, relevant and easy to understand personal advice. This allowed me to make an informed decision about the types of insurance I really needed, my appropriate levels of cover and how to structure my cover to get the best value for my money.
Carmel WhiteFinancial planning & insurance client
Chris provided me with timely, extremely valuable, unbiased advice on a number of occasions. He is very skilled at understanding one's particular circumstances and tailoring the advice he gives accordingly. I have every confidence in his expertise and integrity and am happy that he is managing our financial affairs.
Dr Penelope BrasseyClient across a number of years
Chris and his team at Humphrey Partners have been excellent to deal with for financial planning, estate planning and insurance. I know Chris will look after me and recommend the best direction for our business and for me personally.
Stu RichardsonTelstra Store Toowong Licensee
Chris and his team have helped tremendously in organising my income protection insurance and ensuring my cover is held in the most tax effective manner. The process was very straight forward and all insurance options were explained clearly so I was able to make an informed decision on what cover I wanted.
Adam BradyIncome protection client
An SMSF Specialist Adviser and a CPA Public Practice, holding the accounting, the tax and the advice in one place. For people who have spent decades being careful with their money, that turns out to be the thing they had been looking for and rarely found.
Why clients stayThe fee-for-service difference