Financial planning means managing all aspects of your financial situation.
Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:
- Risk insurances;
- Debt and debt management;
- Cashflow and income management;
- Career planning;
- Aged care; and
- Estate planning
Each of these elements is important in its own right and making positive changes in any one area will provide substantial benefit. But the real benefits come when two or more of these elements are addressed together. That is when your financial profile really starts to sing.
I greatly enjoy helping people achieve their financial goals, and I am committed to providing a high level of service to my clients. I pride myself on being open and honest with clients, as well as keeping the promises and commitments I make to them.
I have more than 30 years experience in the financial services industry, starting as an insurance agent with a large financial institution, and moving through a broad range of management positions and financial planning roles. Having worked for over 12 years with State Super Financial Services, I am an expert in Commonwealth Public Sector Defined Benefit Schemes –CSS and PSS. I have a strong background working through Redundancies and developing Centrelink (Age Pension) strategies.
Born and bred in Melbourne, I have spent most of my working life here, apart from short stints in rural Victoria and New South Wales. I am married with three adult children, and now have 4 grandsons. I enjoy overseas travel with my wife, am a keen golfer and long time supporter of the Geelong Football Club.
Chris Thorn is an authorised representative (1258276) of Nextplan Financial Pty Ltd (AFSL 1258276).