Crabtree Private Wealth

01/04/2026

There is something incredibly rewarding about bringing the right people together at the right time. In recent weeks, we have had the privilege of facilitating a large business deal between two long-term clients, both of whom we've had the pleasure of working with for over 15 years and who I would consider to be trusted friends.

Prior to our introduction, the clients did not know one another. However due to our very intimate knowledge of each client's situation, respective businesses and high level of skill, it was apparent from the outset that this was a perfect fit.

Seeing the trust, alignment, and shared vision come together was another great reminder of why relationships matter so much in business. Moments like these go beyond transactions—they’re about creating value, strengthening connections, and helping great people do great things together.

We are looking forward to seeing continued success for both parties.

01/04/2026

Terrific insight from one of our core investment specialists, Nick Griffin, Munro Partners.

Bull market intact, Iran a risk, software under threat. Munro’s Nick Griffin breaks down the good, the bad and the ugly.

28/03/2026

It was a privilege to be involved in the Farmers and Copper Coast RFDS Golf Day at the stunning Wallaroo Golf Club. We raised over $6,000 for the RFDS whilst also enabling our farming community to get together and support each other in these very challenging times.

A big thanks to the Wallaroo GC, John Daniel (our wonderful client) from RFDS as well as Matt O'Dea from O’Dea Farm Finance for organising such a great event.

We appreciate the very generous donations from our leading corporate partners PM Capital, L1 Capital, Blackwattle Investment Partners, GSFM Pty Limited, Munro Partners, PAN-Tribal Asset Management Pty Ltd, La Trobe Financial and Trilogy Funds.

08/03/2026

Welcome to our Autumn Observer Newsletter 2026

▪️How to inflation-proof your household budget in 2026 🏠
▪️The three mistakes that sabotage retirement plans ⏰
▪️The financial complexity you’ve just inherited 📜

Observer | Bringing you valuable wealth and financial information. | How to inflation-proof your household budget in 2026. There’s no escaping the fact that retail prices, utility bills and interest rates remain persistently high. If you’ve managed so far, but feel as if you’re stretched to th...

16/02/2026

We're very proud to be a co-sponsor of this event. Raising much needed funds for such an outstanding cause.

GIVING BACK - What's your Bank or Broker doing?

Another Community Event we are proud to sponsor and be a part of.

At O'Dea Farm Finance we are so much more than a small family-owned business doing our best to save our clients' money and time, we are genuinely committed to helping the communities that help us and also to support wonderful charities like the Royal Flying Doctor Service.

Some of our clients have unfortunately been in a position where they have needed the RFDS and thankfully the RFDS not only helped them but has potentially saved their life - that's the difference the RFDS makes.

Come along and have some fun with us, it's not about the golf it's about having a great day out, sharing some laughs and raising some money for a fabulous charity and a terrific local golf club, thanks Wallaroo Golf Club for putting this day in your Calendar.

Drop your names on an Email to us [email protected] if you are interested or ring one of the numbers below.

See you on the course.

Nic, AJ & Matt.

13/02/2026

I was very honoured to have James Dunn and The Inside Network reach out for this interview. James is one of the best in the business, and also a fellow long-suffering Bombers fanatic!

There’s a certain kind of credibility that can’t be manufactured in a boardroom. It’s earned slowly, over kitchen-table conversations, muddy boots, long drives down country roads and a lifetime of understanding how farming families actually live and work. For Brett Crabtree, that credibility b...

10/02/2026

I’m quietly supporting Fresh Start - a calm, in-person event designed to help people navigate major life transitions with clarity and support.
It’s for anyone feeling unsure about their next step due to separation or divorce, starting over financially, buying or selling a home, or adjusting to a big change.
There’s no selling, no pressure, and no expectation to have everything figured out - just a safe, supportive space to ask questions and understand options.
📍 Adelaide | Sunday 22 February | 2–4pm
All proceeds support The Zahra Foundation.

28/01/2026

Recent performance and looking ahead in 2026

As most of you may know, we have been back in the office for a few weeks following a lovely three weeks spent visiting our eldest son Taylor in the UK. We experienced the historical wonders of Scotland, a tour of London (trying to keep up with Taylor and our younger son Morgan - pictured) and the stunning Paris, snow and all!

We wanted to take a moment to reflect on investment markets and set expectations as we move forward. The past two years have delivered exceptional investment returns, exceeding long-term averages across many asset classes. While this has been pleasing for our valued clients, it is important to acknowledge that periods of above-average performance are often followed by more moderate outcomes. Looking ahead over the next 12 months, we believe it is prudent to adopt a measured outlook. A number of factors are likely to create increased volatility and temper returns, including:

• Ongoing geopolitical uncertainty across multiple regions
• Equity markets that appear fully priced, particularly in certain sectors (tech)
• The continued risk of inflation remaining higher for longer, which may impact interest rates and corporate earnings

These conditions do not suggest markets are about to “fall off a cliff”, but they do reinforce the importance of maintaining realistic expectations, diversification, and a long-term focus. We continue to place our faith in the hands of the very skilled and specialist investment managers, as they have the ability to manage markets better than anyone, whilst we will be shying away from attempting to time markets or “stock pick” as that is a skill we do not possess.

As you would be aware, your portfolios are constructed with these cycles in mind — balancing growth opportunities with risk management under the specialist management of leading fund managers — and we will continue to actively monitor conditions and make adjustments where appropriate. If you have any questions about how this outlook relates to your personal holdings, or if your circumstances have changed, please don’t hesitate to get in touch.

Thank you for your continued trust and confidence in Crabtree Private Wealth, and we look forward to the year ahead.

17/01/2026

Over the seven years since the establishment of Crabtree Private Wealth Pty Ltd through a combination of disciplined investment strategy, active oversight, and a strong focus on long-term outcomes, our clients’ wealth growth has outpaced every other region in Australia.

Strong results don’t happen by chance. They are due to our client's consistency, clarity, and staying focused when it matters most. We are privileged to play a small part in this journey.

14/12/2025

Christmas Closure

Please note that our office will be closed from Monday 15th December, and we will re-open on Thursday the 8th of January.

During this period, we will continue to have access to email and phone messages, and all tasks will be actioned largely as normal.

We wish all of our clients, trusted associates and friends a Merry Christmas with health and prosperity in 2026.

28/10/2025

Staying Focused Amid Strong Market Performance

Over the past 12 months, global share markets have delivered well above-average returns, driven by resilient corporate earnings, moderating inflation, and renewed optimism around interest rate reductions. Australian shares have also performed strongly, with the major indices now trading at record highs. Pleasingly volatility remains very low, one of the more important but often overlooked indicators of market conditions.

While this strength and low volatility is encouraging, it’s important to remember that markets move in cycles. Periods of exceptional returns are often followed by phases of more modest growth or increased volatility. This doesn’t mean a downturn is imminent — but it does highlight the importance of maintaining perspective and discipline. At times like this, when market valuations are elevated, we believe the focus should remain on:

• Sticking to our long-term strategy rather than reacting to short-term noise.

• Maintaining diversification across asset classes and geographies to manage risk.

• Re-balancing portfolios where appropriate, ensuring that recent gains haven’t unintentionally increased your exposure to riskier assets beyond your comfort level.

• Remaining patient — successful investing is about time in the market, not timing the market.

If clients and investors have any concerns about how current market conditions may affect your assets, please don’t hesitate to get in touch with us.