All News
Estate planning: Using a testamentary trust
Want to keep some control over how the money you leave is spent after you pass? Crystal Wealth’s John McIlroy discusses estate planning.
The retirement you dream of
Taking care of your finances when you’re working means you can plan for the retirement you want. Crystal Wealth client Bruce Atkins shares his passion for creating glass art.
Investment in a volatile world
With so much instability around the world impacting on the global economy, it's natural to be concerned about your investments. Crystal Wealth Executive Director Tim Wedd shares everything you need to know about how global events affect investments, and the strategies to minimise the impact.
Helping your children with an inheritance
It’s a fact of life for most of us that, as the years tick by, the chance of inheriting money increases. For many, that windfall is being received later in life, and parents are using inheritances to help their own children set foot on the property ladder.
To South America…. and beyond!
The team here at Crystal Wealth has been working with David and AnneMaree Stillman their investment and wealth creation strategies for a number of years. Earlier this year David and AnneMaree enjoyed a trip to South America and Antarctica. Here they share with us some of the highlights.
The benefits of a self-managed super fund
The creation of your own super fund – a self-managed super fund (SMSF) – is a strategy used by those who want more control over where their super is invested, and how they can use it as part of a broader wealth creation strategy. Crystal Wealth executive director John McIlroy discusses some of the benefits clients find when operating an SMSF.
When should I start working with a financial planner?
It’s never too early to start planning for your financial future. Crystal Wealth director Louise Lakomy shares some of the key life moments that often prompt people to take a long-term view.
Spending the kids’ inheritance!
Here at Crystal Wealth, we work alongside you and your family to create something more than financial wealth – together we want to help you build a wealth of experiences and joy-filled memories. Our clients Denise and Milton Cale are doing just that, beginning with this once-in-a-lifetime holiday. Denise tells their story:
The election impact
While the post-election headlines focused on Labor’s defeat, the coalition victory is certainly beneficial for many of our clients. Crystal Wealth director John McIlroy explains why.
How long-term thinking gets the best results come EOFY
Many people only think of their tax come the end of financial year. However, to minimise both your exposure and your stress, tax should be a constant consideration. Crystal Wealth director Tim Wedd explains how we work with clients to ensure they’re in the strongest position.