Who we are

We are a financial planning business based in Mordialloc area, providing professional planning advice.

We are passionate about helping individuals & businesses achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose the right investment strategy
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

For more information about us, including areas we specialise in, please download our Financial Services Guide

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Meet our team

Chris Boon

Certified Financial Planner®

Chris Boon

Certified Financial Planner®

I am a Certified Financial Planner with the Financial Planning Association of Australia and have over 20 years experience as a financial planner.  I am the founder of Boon Wealth Solutions Pty Ltd and hold a Diploma of Financial Planning from FPA/ RMIT University.

I am committed to helping my clients set and achieve their financial goals, as well as, being there to assist over the long-term. I pride myself on gaining a sound understanding of my client's situation and goals, and putting their needs first.

Qualifications:
  • Certified Financial Planner®
  • Dip FP
Membership:
  • Financial Planning Association of Australia CFP®
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