Phone: 0400 955 980
Copyright © Crystal Australia Investments Pty Ltd
Crystal Australia Investments Pty Ltd is a Corporate Authorised Representative (No. 409349) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969.
Australian Financial Services Licence No. 223135.
Outstanding experience skills and knowledge. Chances are you will live for 30 years in some form of retirement, so the decisions you make in planning and investments are critically important in determining the lifestyle and flexibility you have in those years. It follows that the experience skills and knowledge of the advisers you choose are critical. You should not assume that the size or well known name of an institution is a guarantee of quality.
Quality personal service every time. As a boutique firm our business model relies on the principals commitment to provide high quality personal service every time we make contact, or complete a task. There are no voice menus to navigate on our phones.... there are no juniors to pass your work down to...... the business operates with a deliberate culture of high quality personal service.
Regional base national outlook. The business is based on the North Coast of NSW but we have adopted a national outlook with clients from Melbourne to Darwin. With our regional base we have avoided high CBD office costs, and this supports our goal to have a highly competitive fee structure. At the same time we are committed to regular personal client visits in Melbourne, Sydney and the Gold Coast.
Boutique Business high-end IT facilities. Crystal has made significant investment into IT so that our administration systems, communication and reporting are the best available. In order to achieve this we operate on hosted servers based in Melbourne where we enjoy 24/7 back up and support. Clients can access portfolio reports on line world wide, with valuations up dated daily via electronic downloads. These facilities are equal to or better than most large institutions and our boutique nature ensures high integrity of data entry.
Crystal clear fee based agreements. Our goal is to be highly competitive with regard to fees and to be totally transparent in the way fees are applied. We achieve this by establishing a Client Service Agreement where both services to be provided, and fees to be paid, are agreed. As a general rule there will be no Plan Fee and no Up Front Fee. Wherever possible, we will eliminate third party fees where no value is added.