Company: Crosbie Wealth
Position: Private Client Adviser
Address: Level 5, 12 Stewart Avenue
Suburb: NEWCASTLE WEST, 2302
Specialties: Estate Planning and Wealth protection strategies, Family office experience for successful families and business owners, Wealth creation for High Income Professionals & executives
Areas of expertise: Cashflow planning and management, Estate & wealth protection, Wealth creation including tax structuring and investments
Being a part of a 3rd generation business, I personally understand the complexities of families in business. When it comes to strategy development is about much more than just providing bespoke advice and an expertly prepared financial plan. We’ll focus on putting a customised and flexible framework in place to best support you and your goals for the future.