Straight answers on super, tax, investments and insurance from a Certified Financial Planner®.
Referred by a client or partner? Your first full session is free.
You're great at what you do. Nobody taught you what to do with what it pays. That's the bit we handle.
We work with directors and professionals whose income has grown faster than their plan: the promotion, the bonus, shares vesting, a first home, a new baby, often all in the same year.
I am the founder and Principal at Chief Money Group. I am a Certified Financial Planner® with over a decade of experience in financial services, ranging from proprietary trading on a derivatives trading floor, through to helping advise family wealth.
Prior to starting my firm, I worked at an AFR Top 50 integrated accounting and advice practice. My inclination for numbers meant I quickly developed knowledge around market dynamics, asset classes, and financial modelling for clients.
Then I rebuilt from zero after I trusted the wrong system. So I know what it costs to lose it and start again. That's why Chief Money Group runs on straight answers, no investment commissions, and plans you actually understand.
I first met Benny at a financial meetup. We discussed the local and global economic climate, and I was encouraged by his honest & knowledge-based insight. Before long I engaged his services and I'm tremendously glad I did! Benny has taken the time to explain the sensible way forward for my investments. I like that he aligns with other likeminded and experienced planners to achieve a better & best outcome for my portfolio.
Keep up the good work!
Christopher is Head of Investments at Chief Money Group. He spent 15 years as a Division Director at Macquarie Bank and 16+ years as CEO of Insight Management Partners, and co-founded the fintech company iComply2. He's a registered tax agent and financial adviser, with degrees in accounting, finance and financial technology, and sits on several advisory boards, so he's used to working with people at the top of their field.
A quick chat to see whether we're a good fit. No preparation needed.
We talk through where you are and where you want to be. Bring whatever's on your mind. $220 online or $330 in person, and free if a client or partner referred you.
We put your plan in writing, set it up with you, and keep it on track as your life changes.
Free, two pages, a three-minute read.
Speak with Benny directly. Referred by a client or partner? Your first full session is free.
Book a free 15-minute callThis session provides general information only and does not constitute personal financial advice. Personal advice is only provided following a formal advice process and issuance of a Statement of Advice.