Category: In the news
Crystal Wealth investment committee member awarded
Congratulations, Monik! Winner of Money Management magazine’s Emerging Fund Manager of the Year 2020.
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 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.
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.
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.