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:
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.
At Crellin Walters Financial Planning, we assist clients with the following:
To learn more about our services, get in touch with our team today!
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 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 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.
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.
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Crellin Walters Financial Planning Pty Ltd ATF: CW Financial Planning Trust
ABN 77 265 050 207
TA: Crellin Walters Financial Planning Corporate Authorised Rep # 1294907
Alliance Wealth Pty Ltd
ABN 93 161 647 007
AFSL 449221
This information has been provided as general advice. We are not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial advisor before making any decision regarding any products or strategies mentioned in this communication.