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Testimonials

Just some of our happy customers

"

It is a sad fact that despite making a comfortable living many dentists do not have sufficient funds to retire on at age 65. For myself, I wish I had read a book like this thirty years ago! Chris Wren has written a thorough yet accessible work, which not only explains the financial landscape but provides a road map for reaching your investment “destination”. I read it cover to cover and recommend you do too.”

Dr Darryl Marsh - Today’s Dentistry

"

I heard Chris speak several years ago and I found his style to be friendly and easy to listen to. It was clear to me that he knew his subject well and was able to speak to it with ease. Whoever listens to Chris will be left with a positive experience a have a deeper understanding of the topic to which he has spoken.

Gerard Cavanagh - IT Professional

"

As a result of Chris’ advice I feel secure both in my current situation and well prepared for whatever the future may hold. His financial examination technique is thorough but non confrontational, and doesn’t require anaesthetic. Chris always makes me feel confident that everything has been looked at, and he is tireless in working for my best interests.

Dr Jeremy Cohen

"

I can certainly say that I am very appreciative that I found Chris at Highland Financial. I originally went to organise Income protection insurance but came away with so much more. I am glad I have Chris advising me as it means that I can concentrate on my work with the assurance that my financial interests are well cared for.

Dr Murtaza Ahmed

"

Setting up a self managed superannuation fund …. surely it cannot be that daunting ?  Just wait until you start getting into the obligations and requirements of a trustee and then you can quickly become lost on your own.

I was very fortunate to have Chris Wren and his team from Highland Financial ease the path for me. Chris conducted an assessment of my financial situation and assisted me in weighing up the benefits and obligations of running a SMSF. He then arranged the establishment of the SMSF with the right structure and ensured all regulatory obligations were satisfied resulting in a compliant fund.

Chris has provided ongoing guidance that has been beneficial and supportive in the operation and investment objectives of the fund. With Highland ‘s support, I know our ongoing trustee obligations are well managed. I readily recommend you consider engaging Highland Financial to assist you with establishment and/or operation of an existing self managed superannuation fund.

Chris H - Project Director

"

I was fortunate to be attending an investment seminar when Chris Wren made a presentation outlining the benefits of being in a self managed superannuation fund (SMSF) and offering the services of Highland Financial. I had already been wondering how I could take better control around my superannuation savings.

Chris spent time with me going over how he could help in establishing a SMSF and looking at my whole financial position. After discussion and further thought I decided to go ahead.

Chris arranged for the all the necessary documentation to be completed. It was good to have all this work arranged for me and just having to sign off after all the hard work was completed.

We now work together in arranging investments that are researched and recommended through Highland Financial. Chris takes the time to explain the various opportunities there are for placing funds. I have appreciated his help, his understanding of my position and his leadership in all this. I have found the staff of HF most helpful and friendly at every point along the way. I am comfortable with their advice and work in investing and fund management. I am confident my fund is in good hands.

Alan G

"

Dear Chris,
As a corporate client of Highland Financial Pty Ltd I would like to take this opportunity to thank you for the outstanding service you provide. At all times you conduct your service in a manner that is of the highest integrity and professionalism.

Christine - Company Secretary

"

Dear Chris

As a corporate client of Highland Financial, I am happy to confirm that your company has consistently provided a professional and courteous service to our company. Furthermore I have found the quality and accuracy of information provided to be excellent and delivered in a timely manner. We look forward to continuing a productive business relationship with Highland Financial.

Garry - Human Resources Manager

"

Dear Chris,

As a private client of Highland Financial, I wanted to take this opportunity to say a few words about my experience in dealing with your company and the great service you have offered.

You have been thorough in all advice provided and I believe you have gone beyond the normal call of duty to get the best results and solutions on my behalf.

I would happily recommend your services to any client or company that is looking for sound financial advice and comprehensive financial planning.

Greg - Managing Director

Latest News

Protect one of your most valuable assets your employees!
5/12/2014
Protect one of your most valuable assets your employees!
Any company that is forced to a retrench key employee because of off-the-job injuries or long-term illness is taking risks with their long-term viability. So, what happens when one of your valued employees is either suddenly injured (on or off the job) or becomes ill and has to take extended time off work to recover?...
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What is Income Protection Insurance?
5/12/2014
What is Income Protection Insurance?
Income protection insurance is an insurance policy that agrees to pay you a set amount of your income if you are unable to work due to illness or injury. There are a few different types of income protection insurance. Individual income protection insurance is insurance that you take out privately. Group income protection insurance is insurance that is normally taken out by employers to cover a group of employees or professionals. ...
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How long can you survive without an income?
5/12/2014
How long can you survive without an income?
There are a few different factors to consider when purchasing Income Protection Insurance – your health, age, occupation, your income and features like waiting and benefit periods. The waiting period is how long you will have to wait from the time you are unable to earn an income, to the time the income protection payments start. If you choose a longer waiting period it can reduce your premium....
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The tax benefits of Income Protection Insurance
5/12/2014
The tax benefits of Income Protection Insurance
Income Protection Insurance offers so much. In addition to dealing with all those What If and unexpected events, income protection could also help reduce the amount of tax you pay. If you can prove that your income protection insurance premium relates to the earning of assessable income, you can claim the premium as a tax deduction....
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Level 1,
276 Edward St
Brisbane QLD 4000
Australia
1300 657 037
Highland Financial Pty Ltd
Corporate Authorised Representative
Fitzpatricks Private Wealth Pty Ltd ABN 33 093 667 595
Australian Financial Services Licence No. 247 429
Level 5, 4 Martin Place
Sydney NSW 2000

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