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Our Clients

At Crystal Wealth Partners, we’re always asking, “Who needs financial advice and investment services?”. This allows us to develop a sophisticated understanding of our clients, whose satisfaction determines our success.

Meet Carlie and Wayne

Find out why Carlie and Wayne have partnered with Crystal Wealth for their financial planning needs.

Meet Deborah

Here’s why Deborah has trusted Crystal Wealth Partners as her financial advisers for over five years.

Who Are Our Clients?

Our clients are confident, aspirational forward-thinkers who value financial well being at all life stages.

Retirement Planning

Insurance, Aged Care and Estate Planning

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Self managed Super Funds

Smart super plans for a comfortable retirement

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Tax & Investments

Strategy or structural advice across one or more tax entities

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Financial Management

Consolidated, effective ongoing financial management solutions

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Hear more from our clients

Client satisfaction is an integral part of our business and we’re proud to share their testimonials with you.

Rob & Cheryl Spaull, VIC

"We are extremely happy with the service now and from day one."

John Goudie, Sydney NSW

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

Chris Heazlewood, Sydney NSW

"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."

Get In Touch

To find out what Crystal Wealth Partners can do for your financial situation, please contact us via the link below.

Contact Crystal Wealth