Highview introduces Bruce our Financial Planner

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Bruce Chisholm is a well-rounded professional. He is a highly skilled and qualified Financial Planner with a wealth of life and business experience coupled with accolades in support of his expertise and knowledge.

At Highview, we pride ourselves on offering our clients ‘a complete financial solution’. We understand that the ability to access (conveniently!) industry experts and professional trusted advice is important. On that note, we are thrilled to introduce to you all to Bruce Chisholm, our newest team member based at our Cranbourne office.

About Bruce
Bruce is a qualified accountant and financial planner with a Bachelor of Business and a Diploma in Financial Planning. Bruce is a member of the Financial Planning Association (FPA), Australia’s leading professional community of financial planners. As a CERTIFIED FINANCIAL PLANNER® practitioner, Bruce has gone one step further to achieve the highest qualification in financial planning worldwide. Bruce’s knowledge was recognised in 2013 when he was ranked in the Top 50 Master Class Honour Roll by the Australian Financial Review Smart Investor.

With over 12 years of experience advising clients together with prior accounting and management experience, Bruce has the competence and expertise to develop, implement and manage transformational strategies to give you the security and peace of mind that comes from being prepared for the future. Bruce believes strongly that planning for your financial future should be a positive experience. He can help you work through your financial goals and objectives and place your financial plan in writing.

Services that Bruce can assist you with are;
• Insurance
• Superannuation, including self-managed superannuation funds
• Investments
• Retirement planning
• Wealth protection and estate planning
• Budgeting
• Goal setting
• Financial coaching

Bruce is passionate about the positive difference trusted and credible advice can make to clients’ lives, by working with them on an ongoing basis. Bruce has significant experience assisting a broad range of clients including those with self-managed superannuation funds and complex structures and has specialised in retiree and pre retiree clients. His strengths lie in his ability to remain balanced and communicate clearly and precisely with his clients to ensure that every facet of every plan is thoroughly understood and considered.  Outside of work Bruce enjoys spending time with his wife and son, maintaining his garden and vegetable patch, and enjoying the lifestyle offered by living on the beautiful Mornington Peninsula.

What clients have to say about Bruce
“Bruce gives me confidence I have made the right long term investment decisions. He offers highly personalised service and is excellent at communicating complex issues in a straight forward and clear manner.  Bruce has substantial professional experience…. and is a professional who really cares.”

“Bruce instils a strong sense of confidence and trust through his expertise & professionalism.  Bruce has helped us to maintain our focus on our long term financial goals by clearly explaining our investment strategies and how they fit with our needs and the changes in financial markets.”

“For over 5 years now, Bruce has provided prompt, comprehensive and sound advice to us; always offering well researched options, and has assisted us in making better decisions.  This has brought us great peace of mind.  We both feel a high level of confidence in Bruce’s understanding of our financial position, personal goals, and investment priorities.  This provides us with a high level of trust that Bruce is on “Our Team” – a highly valued participant in our decision making process.”

Book your ‘Discovery Meeting’ with Bruce.
Bruce is now taking appointments at our Cranbourne office. The best way to discover your needs is to have an initial ‘Discovery Meeting’ with Bruce. To book your meeting please phone Bruce on (03) 5990 1000 or email bruce@highview.com.au.

What is a ‘Discovery Meeting’?
During your first meeting with Bruce, he will ask you questions to get to know you and to determine your financial goals – both long and short term. The meeting will also give you the opportunity to ‘discover’ more about Bruce and Highview. Bruce will examine your current financial situation (your assets and liabilities, expenses and income) to identify any gaps or issues and explore how we may be able to assist you achieve what’s important to you. If you have any questions or concerns, this is the time to ask away, as Bruce is there to assist you. If you are married or want your partner to be included in the advice, it is suggested that they are also included in this first meeting.

The next steps after your Discovery Meeting…
At the end of your Discovery Meeting Bruce will be able to confirm for you the best course of action going forward and confirm what costs would be applicable for the preparation of your personal and tailored financial advice.

Bruce Chisholm
Authorised Representative No.1235025 of Interprac Financial Planning Pty Ltd
Licence No. 246638