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DYNAMIC PERSONALISED ADVICE - Our commitment is to provide the highest level of initial and ongoing communication with our clients whilst enabling access to the highest level of professional service and advice. Superannuation | Personal Retirement Portfolios and Pensions | Tax Effective Advice | Investment Management | Private Equity | Direct Share Advice | Off-Farm Investment Advice & Farm Succession Planning | Retirement Planning | Aged Care Planning & Advice | Personal Risk (Insurance) Advice | Centrelink Advice | Estate Planning 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 as well 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.
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#FFFFFF
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Crabtree Private Wealth is an Australian financial advice firm serving farmers, business owners, high-net-worth individuals and families. Led by Brett Crabtree, who has advised clients on financial needs and asset management since 2001, the firm draws on his rural background and a relationship-based approach. It aims to provide strong communication and access to professional advice, with services tailored to clients’ circumstances.
Its advice covers superannuation, personal retirement portfolios and pensions, retirement planning, investment management, private equity, direct share advice and tax-effective strategies. For rural clients, the firm offers off-farm investment advice and farm succession planning. It also provides personal risk and insurance advice, aged care planning, Centrelink guidance and estate planning.
Crabtree Private Wealth supports clients through both ongoing advice and educational presentations, including in-person sessions and online webinars for farmers and business owners across rural and regional Australia. The firm is based in Linden Park, South Australia, and meets clients by appointment Monday to Friday.
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The Crabtree Private Wealth Pty Ltd name, logos and brand assets are trademarks of Crabtree Private Wealth Pty Ltd and its affiliates. Brandfetch isn't affiliated with or endorsed by Crabtree Private Wealth Pty Ltd. Their use is subject to Crabtree Private Wealth Pty Ltd's brand guidelines.
