Cruden Financial was built on the philosophy of helping clients achieve their ‘life beyond money’.
Cruden Financial was founded by Brett to provide clients with high-quality financial advice, delivered with the dedication, care, and personal touch of a boutique firm.
Built on the philosophy of helping people achieve their Life Beyond Money, Cruden Financial is about more than just numbers it’s about creating clarity, freedom, and confidence in your financial journey.
Everyone’s version of Life Beyond Money is different. For some, it’s more time with family. For others, it’s the ability to grow a business, travel, or simply enjoy peace of mind knowing their finances are under control.
Brett takes the time to understand each client as an individual — their goals, challenges, and the life they aspire to — and works side by side with them to build a financial strategy that supports that vision.
In addition to leading Cruden Financial, Brett is a sessional academic and lecturer at the University of Newcastle, Australia. His role plays a key part in the success of the Newcastle Business School, where he teaches in the fields of Personal Financial Planning and Commerce within a national context.
Brett’s teaching approach combines practical, market-oriented insights with strong conceptual and quantitative foundations a philosophy that also underpins his work with clients at Cruden Financial.
Founder and Director
We follow a simple, client-focused approach to ensure your financial plan is tailored to your unique needs.
We begin with an initial introductory meeting to understand your financial needs and goals, and concerns. This allows us to get to know you and determine how we can best assist you.
We conduct a detailed assessment of your financial position, reviewing assets, liabilities, income, and expenses. This step helps us create a clear picture of your current financial health.
Based on our assessment, we craft a tailored financial strategy designed to meet your unique needs and long-term goals.
Once you approve the strategy, we help you implement the necessary steps, whether that involves managing investments, reducing debt, or optimising your retirement savings.
Our relationship doesn’t end once your strategy is implemented. We provide ongoing support, conduct regular reviews, and make adjustments to your financial plan as needed over time.
We are here to help you build a solid financial plan. Schedule a complimentary consultation today to discuss how we can assist you in achieving your financial goals.
We simply can’t thank Brett enough for his assistance to us moving forward financially. I wish we had engaged years ago. Brett has now assisted my family in friends in the same fashion. Brett is extremely down to...
Brett was very professional in providing services of a very high standard. Brett's availability and communication was great. He got stuff done quickly and truly went above and beyond to assist us in making sure every cent of...
Brett, when the things I have was considering whether to engage a financial adviser, I think it's important to evaluate their experience, credentials, and approach to financial planning. Based on my assessment of your...
