Brett Crabtree

Crabtree Private Wealth

Gold

23 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 aswell as his relationship based approach towards his clients.

Brett delivers in-person presentations and online webinars to farmers and business owners across rural and regional Australia since 2001 which has been an extremely rewarding experience.

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 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 July 2023

Brett has been my Adviser for over 12 years, and I have been incredibly grateful for his advice and wisdom in helping guide me and my family through some challenging times. However it is not his knowledge which is his greatest asset - it is his caring nature. Brett actually cares about you, and wants the best for you both financially and emotionally. He always ask how he can be a greater service and goes above and beyond what he has to do. I would highly recommend him to anyone. Thanks so much for everything mate - it's it so greatly appreciated!

5.00 June 2023

Brett has managed our retirement funds extremely well. We are confident that he has the investment expertise to continue this, especially when there is so much uncertainty in the financial sector.

We definitely would recommend Brett’s services.

5.00 June 2023

We have been a client of Brett's for over 15 years, we look forward to our regular review meetings with Brett and the excellent proactive advice provided. Brett is very professional, knowledgeable and personable and has positively guided and impacted our financial well-being over our journey, we are very happy with the service he and the team provide us. We appreciate Brett's open and honest advice and the way he takes the time to explain this advice to make sure you fully understand it. He is always very responsive to any queries and is a great sounding board to bounce things off as needed at times, we feel and get a sense of partnership with Brett. Keep up the great work. Cheers, Tony and Liz.

5.00 January 2022

Brett has always given clear and concise advice and has always been readily available to answer any queries or concerns.

5.00 December 2021

Brett has given me advice about my income after retirement that has been very successful. He gives me excellent care and attention with regular personal meetings.