All News
Best of both worlds
Working with a financial planner is all about creating wealth. Financial wealth is key, of course, but we also work with you to help you create wealth in terms of the quality of life you enjoy. Our clients Brian DuRieu and Kim Mangan tell us all about their life split between Australia and Europe.
How the current property market is affecting your retirement plans
The press is full of stories about falling property prices. If you have invested in property, should you be concerned? Crystal Wealth director Tim Wedd walks you through the reality of the market at present, and its likely impact.
How much super do you need?
Louise Lakomy, director of Crystal Wealth Partners, talked to ABC about how much super does and an individual and a couple need to retire comfortably.
FASEA firms as possible disciplinary body option
Louise Lakomy, director of Crystal Wealth Partners, appointed to the FASEA board. Louise says she is hoping to draw on her more than a decade of corporate governance experience as well as her wealth management industry experience as a financial adviser.
Crystal Wealth models – an answer to efficient portfolio management
Get to know what creates the greatest efficiency with Crystal Wealth Managed Discretionary Accounts (MDA) service model portfolio solution.
When can I retire?
“When will I be able to retire?” It’s a question we hear with some regularity here at Crystal Wealth. And it’s quite a natural one to ask. After all, we all look forward to the day we don’t have to work. Wanting to work, of course, is an altogether different matter. Here’s what you need to know.
Crystal Wealth clients enjoy trip to Africa
Working with a financial planner is all about creating wealth. Financial wealth is key, of course, but we also work with you to help you create wealth in terms of the quality of life you enjoy. Ken and Kerrie Gowen have been clients of Crystal Wealth for over nine years, and are enjoying the lifestyle we’ve worked together to enable. Recently, Ken and Kerrie enjoyed a three-week trip to Africa.
Advice in decumulation: Defining the opportunity
"Start with the liability first, then let’s worry about the investment part of the equation,” says Tim Wedd, an Executive Director at Crystal Wealth Partners.
Master These Tips to Take Control of Your Financial Future
With a little guidance from a financial planner, you can make decisions for your life based on what’s the best scenario for you in the long term, writes Louise Lakomy.
Managed Account Perspectives – Crystal Clear
Crystal Wealth Partners may only have been operating for five years, but it’s an advisory business with an impressive track record. Jayson Forrest talks to John McIlroy about the business’ investment philosophy and its managed account solution for clients.