Trust
We do what we say. We are transparent about fees, risks and limitations, and we act as if your money were our own.
Our Story
Founded on a question.
Could financial advice be built on relationships instead of transactions?Fund Wealth began with one advisor's decision to leave the institutions behind and find out.
Why Fund Wealth was created.
Chris, the advisor behind Fund Wealth, spent years inside the major banks and multinational firms. He learned the systems — and saw what happens when the institution matters more than the person.
Clients arrived with real lives: first homes, growing families, new businesses, ageing parents, dreams of slowing down. Too often, they left with a product, not a conversation.
That gap became the reason Fund Wealth exists.
The practice puts the relationship first. Advice is shaped around the person, not the product or the quarterly target. Chris brings deep banking experience, a Master's in Financial Planning and a Diploma in Mortgage Broking into one independent, unhurried service — helping clients reach milestones that once felt out of reach, with clarity and confidence.
Christopher Rhee
Founder · Financial Adviser / Mortgage Broker
What We Value
What guides us.
Integrity
We will not recommend anything we do not believe is right for you. Our advice is never influenced by sales targets.
Long-term Partnership
We measure success in years, not quarters. Our best relationships are the ones that have grown and adapted over decades.
Personal Advice
Every recommendation is drawn from your specific circumstances. No templates. No assumptions. No one-size-fits-all.
Empowerment
We explain, we listen, and we make sure you understand the choices in front of you. You remain in control of your financial life.
Education
The more you understand, the better decisions you make. We treat financial literacy as an essential part of the service.
An Invitation
If this resonates, let's talk.
The first meeting is unhurried and without obligation — a conversation about where you've been, where you're headed, and whether we're the right people to walk with you.