Noni Crawford

Hello Wealth

Gold
13 Yrs Experience
Newport, NSW 2106
With a deep and holistic knowledge of financial planning strategies, I simplify the process for my clients, helping them to, one. take time to consider their goals and two. to become passionate and hands-on in actualising them. Whether they are in the early stages of accumulating or are established and needing to wind down, having an experienced adviser on their side makes the navigation through complex and ever-changing financial regulations stress-free and easy. I chose to pursue my career in advice following extensive periods as lead banker, client manager and para-planner. This inside understanding of the banking system and all financial planning departments has proven invaluable to clients, who appreciate the knowledge shared for each of their financial planning stages. Backed by nearly twenty years in financial planning, I achieved the Fellow Chartered Financial Practitioner Qualification, and am also finalising the Masters of Financial Planning – providing solid business grounding, experience and invaluable technical aptitude. In addition I was recently nominated for the AFA Female Excellence in Advice Award am a Justice of the Peace and am the President of the Newport Chamber of Commerce. As a long-term strategic adviser I have a large network of lenders, solicitors, real estate agents, buyers agents and accountants I can depend upon to facilitate all aspects of the process and adds to the value I can deliver to clients. When I help: • Budget Planning and Saving  • Buying your First Home • Getting Married or Divorced  • Starting a Family  • Wealth Creation and Protection  • Debt Repayment and Financial Freedom • Enjoying a Comfortable Retirement  • Aged Care and Estate Planning Holistic Advice Choices: • Budget Planning  • Debt Management  • Saving and Investments • Personal Insurances • Margin Lending  • Self-Managed and Personal Superannuation Strategies  • Retirement Planning Projections and Actualisation  • Pre-Aged Care Strategies and Logistics • Estate Planning Formation My point-of-difference is experience, genuine compassion and a service-centred approach. Having built a solid reputation backed by my company’s philosophy of integrity, trust and compassion my goal is delivering peace of mind for my clients.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Fee for service is based on complexity of strategy advice, and in some cases can be charged via your existing or new product.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 40
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Hello Wealth

Level 1, 341 Barrenjoey Rd
Newport, NSW 2106

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Gps Wealth Ltd

AFSL 254544

4.95
40 Reviews
5
4
3
2
1
5.00
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 40

Sort by

5.00

"Noni and her team have been fantastic to work with, they have been very thorough in their research and development of personalised strategies to help our financial future. Professional, individualised service. I am looking forward to working with them for years to come and the financial security their services provide."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I highly recommend Noni and her team at Hello Wealth. When I first met Noni, I thought I was in a financial hole as I really hadn't taken the time to manage my finances and I was just operating day to day. Noni was very patient with me, she spent the time to understand my goals, reviewed all of my finances and put plans in place to move forward. Noni is easy to talk to and always willing to take the time to discuss my concerns and answer my questions."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I are very happy with Noni. She manages our super and the returns are fantastic. She is also a wealth of knowledge, easy to understand, able to explain things well and you can ask her anything and not feel silly. She makes sure we are comfortable with things and doesn't push us to do anything we don't want to. We'd recommend Noni to anyone looking for a financial planner or adviser."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Noni has taken care of our superannuation investments for the last several years and has given us excellent advice. She is very approachable, considerate and professional. We are confident that our investments are safe with her. Highly recommended."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Noni has been a breath of fresh air for helping our entire family. Noni's approach from the start is to listen to your objectives and then set strategy in place to achieve them. Noni gave us the tools to start saving money without a huge amount of work on our behalf. She was able to direct us in a fresh path, something we hadn't been shown with previous professionals."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I contacted Noni after reading some recommendations in the Northern Beaches Mums Facebook group - and we weren’t disappointed! We’re not rich, and we’re not poor, we’ve made some smart decisions early in our adult lives to invest, and we do a decent job of budgeting and planning. Noni has helped us take it a step further… we have investments for our kids now, super funds that are providing MUCH better value, we can easily forecast for our future with the online tool.. and she’s provided us with LOADS of tips to make the most of our money. Noni is experienced, ethical, trustworthy, valuable and organised. Would happily recommend her to anyone looking to take their first steps with some financial planning."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Working with Noni and the team at Hello Wealth as been a wonderful experience. This was my first time engaging in a financial service of this type and I was blown away at their person centred approach and Noni's ability to translate very complex things in a way for the everyday person to understand and feel comfortable with. There was not one moment where I felt overwhelmed with the information or experience, this is an incredible skill! I've recommended Hello Wealth to a few friends and will continue to do so. Thanks Noni and team."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are delighted to say that Noni has put us on the right path and simplified the “minefield” of our past, to make our future viable. She is a delight to work with and we look forward to our future dealings without dread."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"When I started searching for a local financial adviser, I was first drawn to contacting Noni Crawford at Hello Wealth based on the very positive testimonials from her previous clients. I reached out to Noni after a significant life event because I knew I needed some advice about how best to protect my investments and outline a clear path toward retirement. Noni listened to my financial goals, thoroughly researched what products would best suit my needs, and took the time to clearly communicate with me throughout the process of getting my investments set up. Noni and her team have been so kind and patient with me, and always so pleasant to work with. I highly recommend the services provided by Hello Wealth and look forward to continuing to be advised by the team for many years to come."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Initially I approached Noni for some individual superannuation advice, leading to my husband and I to focus on our combined finances, superannuation plans and long term strategies to consolidate as much growth and investment for our kids’ future. Noni is genuinely interested in listening to our decisions and thought processes and is honest and transparent with her recommendations. Never have we felt overtaken but any jargon. Noni is approachable, caring, confident and trustworthy and we applaud her drive to maintain exceptional customer care. I know she will always respond to any queries we raise and we really enjoy seeing her personally for annual reviews and catch ups."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 40

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2009

DPP5v3 Tax for Financial Advising

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Tax Agents Services Act (Commercial Law) (TASACLv1)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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