Crystal Wealth Partners' primary focus is the provision of financial advice, investment management and personal client services. We are a boutique, privately owned business that provides a range of authorised financial services under the Corporations Act 2001 including Managed Discretionary Accounts (MDA) service. Our approach relies on building an effective working partnership with our clients, in close cooperation and consultation with carefully selected professional advisers as required, to provide the financial services that are most appropriate to our clients’ needs. Client portfolios are usually overseen by an overlay manager who carefully monitors the portfolio with a focus on maximising after-tax returns. A key principle is to implement a well-established and disciplined approach for managing assets at all times with the objective of controlling downside risk and minimising potential disappointments. It means having the conviction of our ideas and selecting investments accordingly. Depending on the individual need, we actively manage each portfolio in accordance with a customised agreed risk tolerance, while also seeking out and evaluating alternative investment options that may provide good medium to long term investment opportunities. Alternative asset classes such as hedge funds, private equity, real estate and commodities may also be used as a diversification tool to lower risk and increase returns where considered appropriate. Our team of professionals offer a wealth of expertise earned through boutique and large financial institutions, consultancy practices, industry policy work and technical representation to Government. Everyone at Crystal Wealth Partners is committed to building an effective working client relationships.
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