Meet the team

Chris Rae


Founding Director and Principal Financial Advisor

Chris Rae has been working in the financial services industry since 2001 and has been providing advice to clients for 15 years. Through this time, he has been a director, owner, and investment committee member of two advice firms, responsible manager on four separate Australian Financial Service Licenses and is also a former director of the Profession of Independent Financial Advisers (PIFA).

Chris is deeply passionate about drawing a line in the sand in the financial planning industry, and delivering advice that is free from conflicts, and specific to the aspirations and outcomes that are important to each individual client. After working in a variety of both large and small firms he established Allied Wealth in 2020 to meet these objectives.

Having first become a business owner in his late 20’s, Chris has a particular expertise in working with small business owners and professionals. His partnership style approach in working with clients as they navigate their key personal and financial milestones and life events, ensures clients always have a “go-to-person” in their life for all things financial. He also focuses on giving back to clients their biggest life constraint, which is time, so they can spend it with the people or doing the things that are important to them.

Chris lives in the Sutherland Shire, is married to Lana and they have two young boys and two dogs. In between work and family time, Chris enjoys spending time with friends and playing golf (badly).

Client Reviews

  • Dane R

    I’ve been working with Chris from Allied Wealth since they opened in 2020 and have been very impressed with his guidance given my somewhat muddled structure. During our time working together Chris has taken on a number of projects in order to rectify some legacy issues I have faced which have involved an ATO Private Ruling and OSR Stamp Duty exemption. At every step of the way Chris has gone the extra mile to ensure my strategy and structure are as robust as possible – even if that does involve significant time. I have and do happily recommend Chris and the team at Allied Wealth.


    I’ve been working with Chris and Allied Wealth since 2020 after searching for an adviser who could provide a truly holistic service for my wealth management needs. Allied Wealth’s ability to be completely independent and provide advice in my best interests (rather than their own) whilst working in tandem with my other advisers has resulted in an outcome that I’m very happy with

  • Alex M

    Chris has advised me for over 5 years. He has helped me structure my superannuation and other affairs tax efficiently while ensuring my estate planning met my objectives. He found low fee investments which achieve good returns for me and we meet regularly to track their performance. Always ready to pick up the phone for an ad hoc chat, Chris is a good communicator who always provides professional, well researched advice. I have been very happy with the service.


    As a person with only basic knowledge of the financial sector, I have been grateful over the years for the unfailingly timely and professional advice provided by Allied Wealth. In particular, I have appreciated the personal touch which a small but highly professional financial advice firm can bring to the relationship.

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