Our clients

In short, our clients are those individuals and households who are looking for:

  • Accountable service providers,
  • One-to-one personal advice relationships,
  • Flexible and tailored financial solutions,
  • Transparent fees and tangible benefits.

As a privately owned business, Crystal Wealth Partners depends upon its clients for success. Typically, our clients are those seeking advice in one or more of the following areas:

  • Superannuation savings and retirement planning,
  • Specialist SMSF advice and management services,
  • Active, direct investment focused services,
  • Strategy or structural advice across one or more tax entities,
  • Consolidated, effective ongoing financial management solutions.

Please Contact Us if you would like to enquire further about our services or how they may be of relevance to your situation.

 

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What our clients say

Our latest Client Satisfaction Survey (December 2016) revealed that our clients are overall very happy with Crystal Wealth services. Examples of the testimonials that clients supplied are as follows:


"We like the way the advisor listens to what we are saying and gives sensible advice. Then our investment risk and investment categories are tailored to our preferences. Communication analysing the impact of major events on our investments follow very soon after each event. Having had experience with other advisors in the past, we are most comfortable with our current advisor. "


"I am extremely happy with the level of attention & service that I receive. Any questions are answered very promptly & with satisfactory answers. The pre-retirement advice that I received was extremely beneficial to me." 


"I have found Crystal Wealth extremely attentive to my needs. Having been widowed 3 years ago, I have been very dependent on Crystal Wealth's knowledge, expertise and expedition of my share portfolio and their attention to detail in transitioning and tweaking my portfolio to my needs. So far, so good. Thanks." 


 "The best financial advisers we've had - and we've experienced a few! We've used Crystal Wealth Partners since it commenced operation and have no desire to look elsewhere. John and Tim provide consistently superior service and the support team are friendly and attentive."


"Very happy with the service provided by Crystal Wealth. We are approaching retirement and have found the transition to retirement arrangements to be very suitable to our needs. Louise is fabulous and keeps us informed very well." Chris Heazlewood

 

"We have found the personalised service very important as a basis for CWP understanding our goals and for the establishment of a relationship of ongoing trust." John Goudie


Please Contact Us to pass on your own thoughts.