7 Station Street Wickham NSW 2293
0481 725 668

About us

Cruden Financial was built on the philosophy of helping clients achieve their ‘life beyond money’.

Meet Brett

Your Trusted Partner
for Financial Growth

Brett founded Cruden Financial to provide clients with high quality financial advice with the dedication and care of a small firm.

Cruden Financial was built on the philosophy of helping clients achieve their Life Beyond Money.

What is Life Beyond Money?

Brett knows this means something different to each individual, family and business owner. Which is why he works closely with his clients to get to know them and understand their immediate issues as well as the life they aspire to - unburdened by financial concerns.

Brett is also a sessional academic and lecturer at the University of Newcastle, Australia. The scope of Brett’s role is key to the success of the Newcastle Business School, specifically in the areas of Personal Financial Planning and Commerce within a national context. Brett’s emphasis is market orientated and thus quantitative, supported by conceptual theory.

Brett Cruden

Founder and Director
Our Process

Tailored Financial Advice in 5 Simple
Steps

We follow a simple, client-focused approach to ensure your financial plan is tailored to your unique needs.

Discovery Meeting

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.

Personalised Financial Assessment

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.

Present Our Customised Advice Strategy

Based on our assessment, we craft a tailored financial strategy designed to meet your unique needs and long-term goals.

Implementation of Our Plan

Once you approve the strategy, we help you implement the necessary steps, whether that involves managing investments, reducing debt, or optimising your retirement savings.

Ongoing Support and Advice Progression

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.

Ready to Take Control of Your Financial Future?

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.

Schedule a Consultation

Our Clients' Success Stories

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...

Toby

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...

Tracy

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...

Matt