Noni Crawford

Hello Wealth

4.95
40 Reviews
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