About us

www.crosbydalwood.com.au

Creating The right Strategy

Everyone has financial goals, some of them short term and some of them longer term. We can assist you to save for your financial goals and help you develop a risk profile that meets your short term and long term needs. The right advice can make a big difference to the end result.

At Crosby Dalwood, our Financial Planners can recommend a carefully selected and well researched investment portfolio to you that diversifies across asset classes, industries and funds. Depending on your risk profile, we work with you to help you to minimise the impact of economic shocks and unexpected market volatility. The aim is always to give your well earned funds the best chance to grow.

Protecting your Wealth

Insurance can protect the wealth and assets you have worked so hard for, if the unexpected occurs. Major accidents and long term illnesses are unexpected and generally have a significant health impact as well as a significant detrimental effect on your finances if you are unable to earn an employment income.

In most instances, the younger you are when you start your insurance policy the better off you will be due to being able to select “level premiums” at a younger age as well as the less chance there will be of having exclusions or premium loadings due to pre-existing or previous health conditions. Therefore we encourage you to consider insurance well before you have a perceived need ie marriage, family, large debt etc.

Crosby Dalwood is commited to your financial future with our team of Financial advisers in Kent town, South Australia.