Brett founded Cruden Financial to provide clients with high quality financial advice with the dedication and care of a small firm.
Cruden Financial was built on the philosophy of helping clients achieve their Life Beyond Money.
What is Life Beyond Money?
Brett knows this means something different to each individual, family and business owner. Which is why he works closely with his clients to get to know them and understand their immediate issues as well as the life they aspire to - unburdened by financial concerns.
Brett has worked closely with families to get out of a budget rut in order to start living their ideal life with financial security. He has extensive wealth protection experience which enables him to implement the right insurance safeguards and also navigate client entitlements following serious impairment or death. From making strategic use of one-off lump sums to planning long-term life goals Brett facilitates a smooth transition to financial security or wealth accumulation.
As an experienced, FASEA-approved Director and Strategic Financial Adviser Brett’s clients can then expect from him clear, confident and transparent solutions that are right for them.
Flat fees discussed and agreed upon with each client. Fees are based on time and complexity of the advice recommendations provided.
Brett was very professional in providing services of a very high standard. Brett's availability and communication was great. He got stuff done quickly and truly went above and beyond to assist us in making sure every cent of our money works for us.
Brett, when the things I have was considering whether to engage a financial adviser, I think it's important to evaluate their experience, credentials, and approach to financial planning. Based on my assessment of your qualifications and services, I believe that you would have been an excellent choice and for anyone seeking a trusted and knowledgeable financial adviser. One of the standout qualities of your approach to financial planning is your commitment to personalized service. You take the time to listen carefully to your clients' needs and goals, and you develop customized financial plans that align with their objectives. This level of attention to detail and tailored service is invaluable when it comes to achieving financial success. Additionally, your expertise in financial planning and investment management is impressive. You have a deep understanding of the markets and the factors that drive investment returns, which allows you to provide valuable insights and guidance to your clients. Your experience working with a range of clients and financial situations also gives you a unique perspective on the challenges and opportunities that individuals face when planning for their financial futures. Finally, your dedication to ethical conduct and transparent communication is a key factor that sets you apart as a financial adviser. You understand the importance of building trust with your clients, and you work hard to establish open and honest lines of communication. This approach not only helps to ensure that your clients feel confident and informed, but it also helps to foster long-term relationships with them. Overall, based on my evaluation of your qualifications and services, I would highly recommend that potential clients consider engaging you as their financial adviser. Your commitment to personalized service, expertise in financial planning and investment management, and dedication to ethical conduct and transparent communication make you an excellent choice for anyone seeking a trusted and knowledgeable financial adviser.
Brett was very helpful and from the very start. He was always available and expressed great knowledge of financial planning. His advice was always clear and easy to follow and understand. He made everything simple and you never felt pressured to do something.
I can confidently say that Brett is an exceptional financial adviser. He goes above and beyond and as a client I always feel valued, and I have placed great trust in his ability over the years to develop highly complex investment structures that are reaping fruitful rewards, regardless of the global economic environment. Brett makes you feel comfortable during strategy meetings and can contextualise financial language and systems in a way that is easy to understand. Brett has incredible attention to detail and execution when setting up financial structures be it a complex investment portfolio, asset growth, tax strategies and superannuation structures. I am grateful to Brett and the opportunity that has flourished with having a lifetime of financial security and freedom under his careful and astute guidance.
We are fully confident in any advice Brett has given us and comfortable for him to handle any aspect of our retirement plans. His personal service is amazing and we look forward to the future with him as our adviser.
- Adviser status Bronze
- Number of reviews 5
- First year providing advice 2015
- Years of experience 8
- Bachelor of Business
Cruden Financial7 Station St
Wickham, NSW 2293
- 8:30am – 6:00pm Monday – Friday
- In person
- Video call
Axies Pty. Ltd.