Brett Cribb

Brett Cribb is a qualified and experienced Financial Planner and Executive Share Scheme strategist who helps executives in mining and resources, health, bio tech, pharmaceuticals, technology and construction to explore their financial options so they may implement a bespoke financial plan that will enable them to enjoy what matters most, without reliance upon ongoing employment or working in their own business.

Further, Brett is uniquely qualified to provide financial planning advice for high-earning mining and resources professionals because: a) he is a qualified financial planner with more than 20 years’ experience; and b) his previous career as a mining engineer working for Mount Isa Mines (now Glencore) for over a decade, has provided first hand insights into the lifestyle of mining and resources industry professionals and the complex, and often difficult to manage, financial structures they require.

Brett’s clients describe him as someone they trust to manage their financial planning and investments and an essential ingredient in coordinating their financial needs, particularly if they reside outside Australia where they may be subject to vastly different tax laws.

They also credit his regular and thorough review service with providing a discipline that keeps them on track for achieving the goals that he has helped them to articulate. This is all part of Brett’s ‘Making it Happen’ commitment to assisting clients achieve their financial goals.

He is a thorough, dedicated professional who enjoys the enormous personal satisfaction that comes from helping clients achieve their financial and lifestyle goals. For Brett, it’s all about creating freedom. That is, providing his clients with the opportunity to make financial and lifestyle choices which are not reliant on ongoing employment.

Brett regularly works with ‘Big 4’ accounting firms to assist clients to coordinate what are truly ‘global’ financial plans.

He is experienced with Listed ASX investments and Self Managed Super Funds and is a specialist in Executive Remuneration Packages particularly, Executive Share Schemes (ESS) for high-level professionals.

Brett understands the complexities of Executive Share Schemes and provides financial planning advice that capitalises their available advantages. By way of example, Brett’s advice has facilitated an additional $750,000 in wealth for one of his mining industry clients.

Brett works closely with clients to coordinate long term but flexible financial plans that are tailored specifically to individual needs. Unlike institutional financial planners, there is no one-size-fits-all approach. Brett works with each client to coordinate a range of essential elements that may include establishing or updating Wills, implementing Trusts and Estate Planning strategies and organising or reviewing personal insurances.