Christopher Heppingstone

Christopher Heppingstone

About Me

Christopher has over 25 years of advising experience. Christopher believes that it is important to have open lines of communication to help clients achieve their financial goals and objectives. His down to earth approach ensures that people have a clear and concise understanding of what it is they need to be doing in order to achieve their financial goals. In his capacity as principal of the business, he has developed a strong team of like minded accountants, stock brokers and mortgage brokers. His particular interests in strategy and knowledge has seen him been awarded with industry awards and a strong following from other professionals. Christopher is an Affiliate member of the Financial Planning Association. He has completed studies in Bus.Mktg; Communication and A.D.Financial Services and is completing his last subject to make him CFP certified. Currently Christopher has been an Authorised Representative of Financial Wisdom since July of 2007.Over the past 15 plus years Christopher has worked with a number of large institutions and has had extensive experience with tax effective strategies, SMSF’s and retirement planning. Christopher is also a Specialist Self Managed Superannuation Fund Advisor and is accredited by both Financial Wisdom Limited and SPAA, the peak membership body for Financial Planners, Accountants and Lawyers offering specialised advice in the Self managed superannuation fund Sector.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
  • Years of Experience
    Years of Experience 32 Years