Crabtree Private Wealth

09/07/2026

Sarah Martin and Mynd Money Coach continue to be an extremely valued partner of Crabtree Private Wealth. Congratulation Sarah on your continued success, and a big thank you from us!

A couple of weeks ago I had the opportunity to attend the Bold & Visible Women's Dinner.

It was a lovely reminder that growing a business isn't just about working hard—it's also about building genuine connections, continuing to learn and being open to new opportunities.

I always enjoy meeting people from different industries, hearing their stories and learning from their experiences. You never know where one conversation might lead.

As someone whose business has grown largely through relationships and referrals, evenings like these remind me how important it is to keep showing up, making connections and supporting one another.

I'm grateful for the conversations, the connections, and the fresh perspective that evenings like these bring.

Here's to continuing to learn, build meaningful relationships, and help more people find clarity and confidence with their money. 💙

04/06/2026

It has been another challenging period for investors. Despite ongoing conflict in the Middle East, continuing geopolitical uncertainty and periods of significant market volatility, investment markets have once again demonstrated their resilience.

This serves as an important reminder that markets often look beyond current headlines and focus on longer-term economic and corporate fundamentals. History has shown that periods of uncertainty and volatility are a normal part of investing, and maintaining a disciplined long-term approach generally delivers better outcomes than reacting to short-term events.

While challenges remain, including significant inflationary pressures, interest rate uncertainty and geopolitical tensions, the underlying strength of many businesses and economies has continued to support investment returns.

As always, we encourage our clients to focus on their long-term objectives and the investment strategy that has been carefully designed to achieve them. Market volatility can create discomfort, but it can also create opportunities for patient investors.

Please find attached our Winter Observer 2026 Update. It has been another challenging period for investors. Despite ongoing conflict in the Middle East, continuing geopolitical uncertainty and periods of significant market volatility, investment markets have once again demonstrated their resilience....

13/05/2026

We are pleased to attach our Federal Budget Summary, highlighting the key announcements and specific relevance to Crabtree Private Wealth clients.

This summary outlines the major measures announced in the Budget, including those likely to impact individuals, families, business owners, investors and retirees.

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.