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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).

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2. Strategic Financial Advice

Our financial solutions focus on strategic goal oriented advice. There are many areas where we provide effective financial solutions including:

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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.

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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.

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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.

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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 book your complimentary initial consultation with a Crystal Wealth professional, contact us today.