What We Do
Looking for a team of dedicated financial planners who have your best interests at heart? Look no further! Welcome to Crellin Walters Financial Planning! We aim to clarify and simplify complex financial situations and provide honest and objective financial advice.
Our Gold Coast Financial Planners help retirees, pre-retirees, professionals and small business owners tackle and achieve their financial goals. We endeavour to help you:
- Protect and grow your money
- Ensure your money is invested tax efficiently
- Obtain Centrelink benefits where available
- Keep your money available for your goals in life - both now and in the future
- Pass your wealth on favourably to the people you care about
We partner with our clients in attending all important meetings which can include Estate Planning solicitors, Accountants, Centrelink, financial institutions or support in extended family meetings. This type of customised financial support ensures a holistic view of your financial success and is unique to the market.
Taking control of your superannuation at an early date will put you in good stead when it comes to looking into retirement. You can count on our financial planners to provide superannuation advice that is personalised to your situation.
Are you on track to meet your retirement goals? Our financial planners can help you with all aspects of retirement—including retirement income strategies, calculating how much you need to retire and determining what Government benefits you are entitled to.
It is estimated that nearly half of all Australians pass away without a will. Don’t let this happen to you; organise your estate before the time comes to ensure your wishes are carried out.
Our Services
At Crellin Walters Financial Planning, we assist clients with the following:
- Superannuation: Our team will help you locate lost accounts from previous employers, consolidate your funds and show you how your superannuation is being invested.
- Retirement planning: We’ll help you establish retirement income strategies and accumulate wealth tax efficiently so you can transition smoothly into retirement.
- Wealth creation and portfolio management: Choosing where to invest your money can be challenging. Let our financial advisors put plans in place to help you manage and achieve your goals.
- Centrelink management: Our team can deal with all Centrelink payments on your behalf.
- Personal insurances: It’s important to have the right cover in place to make sure unforeseen events don’t derail your financial progress.
- Aged care: We’ll break down industry jargon, compare different strategies to reduce the cost of care and liaise with all relevant departments.
- Estate planning: Our team can assist you with making sure your wealth is passed on favourably to the people you care about.
To learn more about our services, get in touch with our team today!
Meet The Team
Our team have more than 30 years of collective financial planning experience under a banking institution. We look forward to sharing your financial journey and establishing a long and fruitful relationship. Get to know our partners below:
David Crellin
David has worked in the financial services industry since 1994—working as a Senior Financial Planner in one of the big four banks for the last 15 years. Prior to this, David developed extensive experience within the financial services industry, from investment banking in the United Kingdom to working in funds management and the energy sector in Australia. David’s straightforward and honest approach provides comfort for his clients when navigating financial and personal challenges. In his spare time, David enjoys spending time with his wife, supporting his two teenage children with their surf lifesaving endeavours and competing in triathlons.
Aaron Walters
Aaron has been working as a Financial Planner since 2007 after successfully completing the graduate program in one of Australia’s leading financial institutions. Aaron is passionate about making a positive difference in the lives of his customers. He relishes the role of guiding his clients through the complexities of investing and retirement planning with an honest and thoughtful approach. When not working, Aaron loves to spend time with his beautiful wife, two young sons and cheering on the Gold Coast Titans.
Testimonials
" We have known Aaron Walters over 10 years and we have appreciated his honesty and professionalism. It has been great to have someone knowledgeable, trustworthy, handling transactions and reviewing our investment plan to ensure we were always on track with our goals during all these years and we look forward to a mutual fruitful relationship in the years to come"
Claudine & Joe
"I met David in 2008 after road testing many seminars and researching for a financial advisor. It was then that I came across David Crellin. I connected with David because he had a gift for me ---- he could answer my questions in a way that I could understand. He was 100% accessible, always too happy to advise me and to this day I couldn't see myself dealing with anyone else and I have told David that. All the very best David, as you step out independently into the business world"
Evelyn
"I have been very fortunate to have had Aaron Walters as my Financial Adviser
for at least 6 years
I have been extremely grateful and happy with the sound advice Aaron has provided
over the years, particularly in my transition to retirement and now in retirement.
He is an educator and very passionate about what he does.
I have no hesitation in recommending Aaron Walters"
Sandy
"Aaron Walters is our Financial Advisor who is professional in his duties.
We used to have a SMSF and this was too much work for us to do ourselves.
Since moving away from the SMSF structure we are pleased with the service and advice Aaron provides in taking care of our Allocated Pensions.
He provides a personal service by coming to our home and for us this worth its weight in gold"
Ken & Carol
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Book An Appointment
Make an appointment with Crellin Walters Financial Planning today. Our financial advisors will travel to you to provide exceptional financial services at your location. We service clients throughout the Gold Coast and Tweed Coast. Benefit from our extensive experience today—call 0419 217 893 or 0478 480 284 for more information.
