At Crothers & Associates our guiding business principle is to provide an honest and professional financial advisory service to all our clients.
We’re passionate about helping people to plan for, and enjoy, a secure financial future. Our approach is a highly personal one, where we will work collaboratively with you to help you gain greater control over your finances and guide you towards the lifestyle you want to live.
The needs of our clients are always first priority. We want to get to know you and to discover what’s really important to you, as this helps us tailor our advice and services specifically to your needs. Naturally, all financial matters are discussed and explored in a completely confidential manner.
Seeing our clients thrive and enjoying the freedom to pursue those things that are really important to them is an incredibly rewarding aspect of our job - throughout the years we have helped many people achieve their goals. We look forward to discussing how we may be able to help you.
Director
Financial Planner
Customer Service Officer
Personal Assistant
Personal Assistant
Paraplanner
(1 Hour)
The first step in our advice process is to arrange our introductory meeting. This meeting provides the opportunity to discuss your current situation and requirements, as well as your goals for the future. We can also explore how we may be able to help you.
(6 - 8 Hours)
Should you wish to engage our services, our work begins on reviewing and assessing alternative financial models and investment scenarios appropriate to your needs and circumstances.
(1 Hour)
At this meeting we will provide you with a high level overview of our proposed strategy and seek your feedback and input.
(12- 14 Hours)
Development of the detailed strategy and recommendations and preparation of your personalised plan (Statement of Advice document).
(1 Hour)
At this meeting we will present your tailored financial strategy and explain how our advice and recommendations will help you to achieve your goals and aspirations.
(8- 10 Hours)
Once you are comfortable with our advice and recommendations, the next step is to implement the detailed strategy as outlined in the Statement of Advice.
(Ongoing)
To ensure your financial strategy remains on track to meet your objectives (as they are subject to change over time), we will meet on a regular basis to review the performance of your investments and make any necessary adjustments that may be required.
We'll work with you to develop a mutually beneficial long-term relationship that:
Peace of Mind Partnerships
Without support and guidance, the journey to your financial future can be long and aimless.
In fact most people will never reach this destination on their own. Crothers & Associates Financial Services invites you to join our financial peace of mind journey. Our professional team will work with you each step of the way to help you achieve your financial goals and dreams.
Take the first step on your financial journey by contacting us
ATO issues guidance on SMSF trustee appointment and compliance
The ATO has issued guidance on what SMSF members need to understand about compliance regarding...
ASIC to increase audit surveillance in 2025–26
The corporate regulator has said it will review an increased number of audit files in the upcoming financial...
Investment and economic outlook, May 2025
Tariff reprieves, trade deals brighten the economic...
Legal case has succession planning lessons for SMSF members, advisers: legal expert
The recent Federal Court case, Lynn v Australian Financial Complaints Authority [2025] FCA 175, has...
Your 30 June superannuation checklist
With the end of the current financial year fast approaching, time is running out if you’re planning to boost...
Start-ups to suffer under Div 296
The head of a prominent funds management house has predicted the proposed Division 296 tax will significantly...
New SMSF trustees propel uptake of financial advice
The $1 trillion superannuation sector still has significant advice...
$95bn loss predicted to Australian economy if Div 296 passes: analysis
Analysis from one of the country’s biggest asset management firms has revealed a “deadweight loss” of...
Crothers & Associates welcome your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!