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CHRIS SMITH    |    FINANCIAL ADVICE   

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About

AWARD-WINNING FINANCIAL ADVISER TO AUSTRALIA'S LEADING PROFESSIONALS

In 2001, Chris Smith established VISIS Private Wealth – a privately-owned non-aligned firm operating with five partners supported by an experienced high-performing team.

He was determined to create a philosophy and approach that set VISIS apart from the traditional planning services provided by large financial institutions.

Today, Chris and his team set the standard for financial planning and private wealth management in Australia. Chris is one of the country’s most respected and awarded advisers, renowned for his integrity, exceptional wealth management expertise and client-centred approach.

2021, 2022 The Australian's Top 100 list of financial advisers
2017, 2018, 2019, 2020 & 2021, 2022 Barron's top 50 list of Australian financial advisers
2018 - IFA Excellence Awards - Winner, SMSF Adviser of the Year
2018 - IFA Excellence Awards - Winner, Investment Adviser of the Year
2015 - Certified Financial planner of the Year - FPA Best Practice Awards National Winner
SERVICES

About Chris

AWARD-WINNING FINANCIAL ADVISER TO AUSTRALIA'S LEADING PROFESSIONALS

VISIS Founding Partner Chris Smith is independently recognised as one of the Australia’s most respected and awarded financial advisers, renowned for his integrity, exceptional wealth management expertise and client-centred approach.

With a strong track record of delivering exceptional results for clients spanning more than two decades, Chris is recognised as a leader in financial advice and private wealth management in Australia.

Backed by a string of awards to his name – including being listed in The Australian’s Top 100 list of financial advisers – Chris has set the bar for managing, growing and protecting wealth with exceptional results.

2021, 2022 The Australian's Top 100 list of financial advisers
2017, 2018, 2019, 2020 & 2021, 2022 Barron's top 50 list of Australian financial advisers
2018 - IFA Excellence Awards - Winner, SMSF Adviser of the Year
2018 - IFA Excellence Awards - Winner, Investment Adviser of the Year
2015 - Certified Financial planner of the Year - FPA Best Practice Awards National Winner

About VISIS

WITH EXCELLENCE, INTEGRITY AND KNOWLEDGE WE ASCEND

VISIS Private Wealth was established in 2001 with a vision to create a private wealth firm fundamentally different to traditional financial planning services provided by large institutions.

The name VISIS is an acronym of a Latin phrase which translates to with excellence, integrity and knowledge we ascend. Those three values – are central to how VISIS provides strategic advice and outcomes to clients.

Now recognised as one of the country’s leading private wealth management firms with a national footprint of high-net-worth clients, VISIS sets the standard for financial planning and private wealth management in Australia.

At VISIS we believe good financial advice is not about responding to stock prices; it’s about focusing around the client’s goals, circumstances and wishes in life, ensuring a fit-for-purpose, agile portfolio that reflects both the market and the client’s needs.

Privately-owned and non-aligned, operating with five partners supported by an experienced high-performance team, VISIS delivers expert independent advice with integrity, excellence, and a client-first approach.

About Chris

AWARD-WINNING FINANCIAL ADVISER TO AUSTRALIA'S LEADING PROFESSIONALS

VISIS Founding Partner Chris Smith is independently recognised as one of the Australia’s most respected and awarded financial advisers, renowned for his integrity, exceptional wealth management expertise and client-centred approach.

With a strong track record of delivering exceptional results for clients spanning more than two decades, Chris is recognised as a leader in financial advice and private wealth management in Australia.

Backed by a string of awards to his name – including being listed in The Australian’s Top 100 list of financial advisers – Chris has set the bar for managing, growing and protecting wealth with exceptional results.

2021, 2022 The Australian's Top 100 list of financial advisers
2017, 2018, 2019, 2020 & 2021, 2022 Barron's top 50 list of Australian financial advisers
2018 - IFA Excellence Awards - Winner, SMSF Adviser of the Year
2018 - IFA Excellence Awards - Winner, Investment Adviser of the Year
2015 - Certified Financial planner of the Year - FPA Best Practice Awards National Winner

About VISIS

WITH EXCELLENCE, INTEGRITY AND KNOWLEDGE WE ASCEND

VISIS Private Wealth was established in 2001 with a vision to create a private wealth firm fundamentally different to traditional financial planning services provided by large institutions.

The name VISIS is an acronym of a Latin phrase which translates to with excellence, integrity and knowledge we ascend. Those three values – are central to how VISIS provides strategic advice and outcomes to clients.

Now recognised as one of the country’s leading private wealth management firms with a national footprint of high-net-worth clients, VISIS sets the standard for financial planning and private wealth management in Australia.

At VISIS we believe good financial advice is not about responding to stock prices; it’s about focusing around the client’s goals, circumstances and wishes in life, ensuring a fit-for-purpose, agile portfolio that reflects both the market and the client’s needs.

Privately-owned and non-aligned, operating with five partners supported by an experienced high-performance team, VISIS delivers expert independent advice with integrity, excellence, and a client-first approach.

SERVICES

Services

ADVICE YOU TRUST, RESULTS YOU CAN ENJOY.

TAILORED ADVICE

  • Superannuation
  • Investment
  • Insurance
  • Home loans
  • Estate planning

WEALTH MANAGEMENT

  • Strategic approach
  • Financial plans
  • Integrated solutions
  • Ongoing management
  • Personal service

INVESTMENT

  • Asset management
  • Portfolio review and reporting
  • IPO participation
  • Direct shares
  • Managed funds

TAX & ACCOUNTING

  • Structure
  • Tax management
  • Tax returns
  • SMSF admin
  • Business adivce

“Knowing your financial affairs and wealth management are in the best possible hands, you can rest easy and focus your energy on being top of your game.”

Our approach

INDIVIDUALLY TAILORED HOLISTIC STRATEGIES AND SERVICES

From growing wealth for retirement to generating a high tax-effective income through appropriate structuring, Chris’ expert financial advice is focused squarely on what you want to achieve.

Working with you, Chris and his team establish clear goals and a customised plan, underpinned by the right combination of strategies, tools and dedicated service to reach your targets.

TESTIMONIALS

Testimonials

TRUSTED ADVICE, PROVEN RESULTS.

LOUISE COLLINS - LOUISE COLLINS CONSULTING
“Chris Smith has been aligning wealth creation strategies with our personal goals for over a decade, and we’ve been reaping the rewards ever since.”
CASE STUDY
ANDREW COLE
“For the last 15 years, Chris Smith has offered me a complete integrated set of financial support service and systems that I wholeheartedly trust.”
CASE STUDY
DR SEAN ROTHWELL - ROYAL BRISBANE AND WOMEN'S HOSPITAL
“Over time I realised that part of general wellbeing is to have a plan for financial wellbeing, and that's what I've been able to achieve through Chris.”
CASE STUDY
DR TONY RAHMAN - BRISBANE PRIVATE HOSPITAL
“I have little time to think about my financial affairs, which is why Chris has offered such incredible value though his knowledge, experience and understanding.”
CASE STUDY
ANTHONY LENNOX - RESOURCES EXECUTIVE
“Chris and VISIS are a breath of fresh air. I have been with them for 15 years and find their research, assessment, judgement, integrity and trust unsurpassed. Wealth generation is a disciplined long-haul arena and Chris is very good at what he does.”
CATHERINE BAXTER - METRO TRAINS MELBOURNE
“I thoroughly recommend Chris, whose insights into wealth creation and personal financial strategies are second-to-none. Chris and his team develop long-term relationships that are beneficial to their clients. I have no hesitation in recommending him.”
DARREN ROGERS - APA GROUP
“We have been with Chris and the team for over five years now. Chris has been a steady hand and fantastic personal adviser during this time. Timely, professional, and not afraid to tell you what not to do.”
ADAM FEARNLEY - AECOM
“Chris and his team understand and deliver great client service. Always helpful and insightful with access to industry leading expertise. Highly recommended.”
MARK IRWIN - HYPERSONIX LAUNCH SYSTEMS
“My wife and I have been a client with Chris and this team for a few years and we have been very impressed with the quality of advice, as well as the quality of service. Chris' team is highly professional and engaging, and my family and I have been very pleased with the returns achieved.”
INSIGHTS

Insights

LATEST NEWS AND INSIGHTFUL MUSINGS

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We combine our management expertise with an entirely personal approach to maximise the potential of your hard-earned wealth.