Brett Crabtree

Crabtree Private Wealth

Gold

24 Yrs Experience

Goodwood, SA 5034

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Brett Crabtree has been successfully advising farmers, business owners and high net worth individuals and families throughout Australia since 2001 in relation to their financial needs, management of assets and further advice. This broad spectrum of clients stems from Brett’s background, having been raised on the family wheat/sheep farm in the Wimmera as well as his relationship based approach towards his clients.

As any client would expect from a professional advisor, Brett possesses strong communication skills and provides the highest level of professional service and advice. Brett is devoted to ongoing education through mandatory Professional Development within the Financial Advice industry.

Most importantly the constant stream of referrals from existing, long term valued clients and referral partners is testament to his professional conduct.

Brett is committed to keeping fit and enjoys supporting the pursuits of his two sons with wife Kylie. Involvement in sport (football and tennis) takes up much of his spare time along with being an active member and passionate supporter of the Essendon Football Club.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates

5.00 December 2024

I was recommended to Brett from an existing client and have found him to be extremely helpful and easy to communicate with. He is very prompt at solving any problems or questions I might have, and I believe he has great expertise in all areas I need assistance with. He is extremely courteous and friendly and has helped me to understand many aspects of my retirement portfolio with patience and kindness. I would have no hesitation in recommending him to any potential customer.

5.00 October 2024

We have been with Brett for many years and we respect his advice and knowledge and no question is ever dismissed and always happy to answer any questions we have via the phone or email. Brett works very well and efficiently with our accountant which we find very helpful and is always very prompt with information that needs to be sent to her. I would highly recommend Brett due to his honest conversations and his prompt service. Unfortunately we cant help that he barracks for the wrong AFL team.

4.25 October 2024

Brett is a competent, hardworking adviser and a good communicator I think his advice has given us a broad range of investments and strategies to provide income during retirement along with growing our asset base. This is also considering our tax implications to provide the effective means to optimize that position. I would prefer more response on phone calls rather that texts etc.

5.00 October 2024

We have been under Brett’s guidance for a number of years and cannot speak highly enough of his assistance, recommendations and dealings with us. He is always very prompt in responding to our queries and we thoroughly enjoy our face to face catch ups, along with email or phone contact in between. A really genuine and top bloke.

5.00 October 2024

Brett was recommended to us by someone whose opinion we totally trusted and respected and 4 years later we remain completely comfortable with our decision to have him manage our financial affairs following a redundancy and subsequent retirement. His personable manner, solid knowledge and understanding of various funds, their managers and fees etc gives us confidence, along with him being well prepared and very proactive each time we meet.