Brett Cribb is a qualified and experienced Financial Planner and Executive Share Scheme strategist who helps executives in mining and resources, health, bio tech, pharmaceuticals, technology and construction to explore their financial options so they may implement a bespoke financial plan that will enable them to enjoy what matters most, without reliance upon ongoing employment or working in their own business.
Further, Brett is uniquely qualified to provide financial planning advice for high-earning mining and resources professionals because: a) he is a qualified financial planner with more than 20 years’ experience; and b) his previous career as a mining engineer working for Mount Isa Mines (now Glencore) for over a decade, has provided first hand insights into the lifestyle of mining and resources industry professionals and the complex, and often difficult to manage, financial structures they require.
Brett’s clients describe him as someone they trust to manage their financial planning and investments and an essential ingredient in coordinating their financial needs, particularly if they reside outside Australia where they may be subject to vastly different tax laws.
They also credit his regular and thorough review service with providing a discipline that keeps them on track for achieving the goals that he has helped them to articulate. This is all part of Brett’s ‘Making it Happen’ commitment to assisting clients achieve their financial goals.
He is a thorough, dedicated professional who enjoys the enormous personal satisfaction that comes from helping clients achieve their financial and lifestyle goals. For Brett, it’s all about creating freedom. That is, providing his clients with the opportunity to make financial and lifestyle choices which are not reliant on ongoing employment.
Brett regularly works with ‘Big 4’ accounting firms to assist clients to coordinate what are truly ‘global’ financial plans.
He is experienced with Listed ASX investments and Self Managed Super Funds and is a specialist in Executive Remuneration Packages particularly, Executive Share Schemes (ESS) for high-level professionals.
Brett understands the complexities of Executive Share Schemes and provides financial planning advice that capitalises their available advantages. By way of example, Brett’s advice has facilitated an additional $750,000 in wealth for one of his mining industry clients.
Brett works closely with clients to coordinate long term but flexible financial plans that are tailored specifically to individual needs. Unlike institutional financial planners, there is no one-size-fits-all approach. Brett works with each client to coordinate a range of essential elements that may include establishing or updating Wills, implementing Trusts and Estate Planning strategies and organising or reviewing personal insurances.
Our clients fees are calculated from the services they require and the complexity of advice required to address their needs and goals. All fees are personalised for each client.
We use an independent group to benchmark our fees regularly, ensuring they remain appropriate for the type and complexity of advice.
I am very happy with the advise that I have & am currently receiving from Brett, he has been advising me for over 20years now & the relationship that has developed is one of confidence & trust.
All of the above. We are very happy with Brett’s advice and quick responses from his team. We also enjoy the convenience of having him at our house for these half yearly meetings. Chris
Brett has definitely helped me understand my finance's and with his knowledge and expert advice I feel confident in telling my family and friends about the fantastic help I have received. Brett will do his upmost to help with anything I need.
Brett has given us really strong investment advice for almost ten years. Brett has set up an investment and tax structure that continues to work well and that we can add to over time. We like Brett's style of communication and his ability to explain complex concepts to us in the right language. Brett is good at keeping our tax accountant involved so that everyone is on the same page.
Having known Brett through a previous industry, his honesty and integrity made our decision so much easier to have him and his team take over our financial interests. Brett has provided a complete package for us for over sixteen years managing a self manged super fund, insurance advice, wills and general advice regarding borrowing along with budgeting and tax advice. We would not be in the financial position we are at present without Brett and the significant gains made in our super fund are nothing short of exceptional when comparisons are made in the industry. Sound decisions made by Brett continue to have our full confidence in the future.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2010
- Years of experience 12
- Bachelor of Engineering
Stratus Financial Group Pty LtdLevel 3, 235 Edward Street
Brisbane, QLD 4000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Fortnum Private Wealth Ltd