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Financial advice and investment services to set you on the path to better living

We’re privately owned, so you can be confident that our personalised solutions are right for you. That's our promise.

Who is Crystal Wealth for?

Our clients look to us for trusted, personalised wealth management and financial well being advice at all life stages. If you’re seeking expert financial planners who specialise in superannuation, tax structures and retirement, get in touch with our team.

Personalised financial services

Bespoke and transparent advice and solutions

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Committed to your goals

Helping you on the path to better living

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Highly skilled professionals

Over 80 years of collective expertise

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Responsible Investing

Matching financial goals with a sustainable lifestyle

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Your Crystal Wealth Team

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 relationship with you.

Tim Wedd

Executive Director

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John McIlroy

Executive Director

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Louise Lakomy

Director

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Meet the rest of the team

Testimonials

Success is shared between Crystal Wealth Partners and our clients, so client satisfaction is of chief importance to us. Please enjoy some testimonials from those we’ve set on the path to better living.

Rob & Cheryl Spaull, VIC

"We are extremely happy with the service now and from day one."

John Goudie, Sydney NSW

"We have found the personalised service very important as a basis for Crystal Wealth's understanding our goals and for the establishment of a relationship of ongoing trust."

Chris Heazlewood, Sydney NSW

"Very happy with the service provided by Crystal Wealth. We are approaching retirement and have found the transition to retirement arrangements to be very suitable to our needs. Louise is fabulous and keeps us informed very well."

Get in touch

To book your complimentary initial consultation with a Crystal Wealth professional, contact us today.

Connect to the Crystal Wealth Team