Brett Cribb

Stratus Financial Group Pty Ltd

Gold
12 Yrs Experience
Brisbane, QLD 4000

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Engineering
  • Language spoken
    • English

Stratus Financial Group Pty Ltd

Level 3, 235 Edward Street
Brisbane, QLD 4000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306