Humphrey Partners is a Brisbane-based financial planning firm that specializes in wealth creation and management through tailored investment advice, tax planning, superannuation strategies, and utilization of government schemes. Led by Principal Chris Humphrey, a CPA Financial Planner and SMSF Specialist Advisor™, the firm prioritizes individualized service and constructing investment portfolios with a focus on capital preservation.
With a strong emphasis on retirement planning, life insurance considerations, estate planning, and business succession planning, Humphrey Partners aims to provide comprehensive financial solutions to its clients. The firm’s fee-for-service model ensures that clients have the flexibility to choose the level of financial advice and services they require, without being tied to the size of their investments.
Operating under a CPA Public Practice license, Humphrey Partners is committed to delivering high-quality financial planning services while separating investment advice from financial advice to better cater to the diverse needs of their clientele. Through their blog and expertise in superannuation and SMSF strategies, the firm strives to educate and empower individuals in navigating the complexities of financial planning and wealth management.