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Chris Bates

Financial Adviser & Mortgage Broker

 

Chris started as a Financial Adviser back in 2007 just before the GFC in the UK. After four years working with High Net Worth Investors, he returned to Australia to work with young families and since 2012 his clients have only been young families in their 30s and 40s.

In 2014, Chris started Wealthful with a plan to change the way young Australians take action with Financial Advice that incorporates Property and Mortgage Broking.

Chris is reasonably well known for his daily posts on LinkedIN to his 20,000 followers whereby he shares his strong views on what advice young Australians need to hear, and in particular on sound property investing. He believes the role of a sound financial advice is to help clients maximise true wealth, not financial wealth.

Outside Wealthful, Chris spends his time with his wife Melanie travelling Australia and the world to experience their mutual love of wildlife and wilderness. He is a passionate Liverpool Football Club supporter, thrives on sunrise swims, has two Russian blues and a family man at heart.

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Ben Sum

Financial Adviser & Mortgage Broker

 

Ben started in Financial Services back in 2010 and worked with Chris all the way back in 2011. After successfully growing his own outsource para-planning business to over 20 staff and completing 1,500 financial plans per year, he looked to his next challenge.

In 2018, Ben called a trusted friend Chris for some advice, and a few weeks later they were working together. Ben and Chris are a match made in heaven with complementing strengths and weaknesses to each other.

Ben has a brilliant technical mind after seeing 10,000s of financial plans over his 10 years in Financial Advice. He is the brains behind the numbers with an eye for detail to producing the best possible financial advice for Wealthful clients. Ben is involved with all clients from day one and is integral to making sure our client experience is exceptional and truly unique.

Outside Wealthful, Ben spends his time with his wife May and daughter Lana enjoying the sunny lifestyle in Brisbane. He loves to learn, challenging himself and playing with Bruno the Beagle.