Authorised Representative of Fitzpatricks Private Wealth Pty Ltd
Background and Philosophy
At first glance, marketing IT products and financial planning may seem poles apart. Yet it was while engaged as a successful sales director for a major London-based IT company that Chris Wren discovered the similarity between the two activities and realised that Personal Financial Planning was the direction he wanted his life’s work to take.
Now as a published author and professional speaker, Chris strives to empower and motivate, to inspire and create ideal financial futures through wealth creation and legacy planning.
Chris says, “For a long time, I had been realizing that whilst I enjoyed the challenge of working with finances for a large corporate company, what I was doing didn’t really help ordinary people. I therefore wanted to take what I had learnt and make a difference in individual people’s lives.”
“My sole purpose is to help clients achieve their financial 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 said.
To fulfill these obligations, he takes all the time necessary to fully understand the financial position of every individual he meets with. Understanding thoroughly their goals, their priorities, and what’s important in their LIFE, now and in the future.
“Above all, financial planning is about trust” says Chris. “The duty to professionally manage, not only a person’s life savings but their future prosperity and well-being is a responsibility not taken lightly.”
Another essential element of his approach is to provide only what is in his clients’ best interests. All new clients are offered a ‘fee for service’ approach. This ensures complete transparency and a focus on the value of the advice as opposed to the traditional product focus.
With a customer service background of over 20 years, Chris Wren is dedicated to ensuring his clients receive the most appropriate advice by keeping abreast of the latest in financial strategies, legislation and product developments and continually communicating with them to ensure they have the best possible care.
Chris’s extensive knowledge covers topics that are front of mind for any business owner, including Self-Managed Super Funds, protecting your business assets, and securing your ideal lifestyle for your families and your own future.
Chris Wren is also the author of a book written specifically for Dentist’s called ‘Financial Hygiene’. A business and financial planning guide for any stage of their career – from student to retirement. He recognized that they had a desperate need to manage their finances far better.
Chris’ 24 years of business and finance experience in the International corporate arena and as a planner provides him the knowledge base to successfully recognize and advise the best possible options for his local, national and international clients.
In a stereotypical industry Chris is unique, he prides himself on being different – he is easy to talk with, calming, has his feet planted firmly on the ground, he listens intently, he takes the stress out it all, and is far more interested in what you get out of the relationship than what’s in it for him … Extremely Unique!