Rob & Cheryl Spaull, VIC
"We are extremely happy with the service now and from day one."
Hear more from our clients
Client satisfaction is an integral part of our business and we’re proud to share their testimonials with you.
Our Services
Our team has a passion for delivering practical solutions that are highly personalised to your individual needs.
1. Portfolio Management
Investment portfolios are tailored to individual client needs and objectives. An essential part of establishing client needs is determining an appropriate level of risk. Risk levels will vary across conservative to aggressive levels, and some clients may require investment portfolios in specific sectors (e.g. Global Equity).
2. Strategic Financial Advice
Our financial solutions focus on strategic goal oriented advice. There are many areas where we provide effective financial solutions including:
3. SMSF
We provide an integrated suite of SMSF services that can be linked with any one of our managed account services. This ensures appropriate investment coordination, ongoing compliance and full tax reporting at all times.
4. Managed Discretionary Accounts
Crystal Wealth is authorised under our Australian Financial Services license to provide Managed Discretionary Account (MDA) services to its clients. An MDA service is essentially an arrangement whereby we manage an investment portfolio of assets for you on a discretionary basis according to an agreed investment program that meets your individual needs and objectives.
5. Non-Discretionary Managed Accounts
Crystal Wealth is also able to provide Non-Discretionary Managed Account (NDA) services to its clients. This offers personalised investment portfolio management on a non-discretionary basis either on a ‘stand-alone’ basis or in concert with other Crystal Wealth MDA Services.
Get in touch
To book your complimentary initial consultation with a Crystal Wealth professional, contact us today.