Background
Brett Cribb is the Principal Director of Stratus Financial Group, Founder of Resources Unearthed, Co-Founder of Executive Strategies and an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
Qualifications
Executive Positions
Professional Memberships
Skills
About Brett
Brett Cribb is uniquely qualified to provide financial planning advice for high-earning business leaders in the mining and resources business sectors.
A qualified financial planner with over 20 years’ experience, he is also a former mining engineer who worked for Mount Isa Mines (now Glencore) for over a decade. During his active mining industry service Brett enjoyed many successes. From the very beginning he displayed qualities of a dedicated and capable leader. At just 28 years of age, he was promoted to Underground Manager, responsible for over 300 employees. Unsurprisingly, these qualities remain present today.
Brett’s direct industry experience provides firsthand career and lifestyle insights for mining and resources executives, senior managers, professionals and business owners and the complex, and often difficult to manage financial structures they require.
His clients describe him as someone they trust to manage their financial planning and investments and essential to coordinating other, often complex matters aligned with their financial circumstances.
For those who reside outside Australia, Brett’s advice is particularly necessary as they can face vastly different laws relating to residency, tax, superannuation, risk insurances and legal matters relating to Wills and estate planning.
Brett’s clients also credit his regular and thorough review service with providing a discipline that keeps them on track to achieving their goals.
A dedicated financial planning professional, Brett has been at the helm of Stratus Financial Group, a multi-award winning financial planning practice, since 2001. During that time, he and his team have pioneered a holistic financial planning approach, which has been recognised as industry leading, and earning Australia’s ifa (Independent Financial Adviser) Holistic Advice Firm of the Year award for each of 2019, 2020 and 2021.
Brett and his team, care deeply about helping clients achieve their financial and lifestyle goals.
For Brett, it’s about providing his clients with opportunities to make financial and lifestyle choices that are not reliant on ongoing employment.
There are many examples of circumstances where Brett’s advice has helped mining and resources clients to restructure their financial affairs to achieve significantly better lifestyle outcomes. In one instance, he advised a mining industry couple, who had no financial resources at the time of their first meeting, to accumulate more than $400,000 in surplus cash in just four years. In another, his advice facilitated an additional $750,000 in wealth relating to a client’s Executive Share Scheme.
Experienced with Listed ASX investments and Self Managed Super Funds, Brett has a special interest in Executive Remuneration Packages. He is an Executive Share Schemes strategist providing tax-effective financial planning advice that aims to manage and capitalise on your personal wealth opportunities.
Brett works closely with clients to coordinate long term but flexible financial plans that are tailored specifically to their individual needs.
Working collaboratively with other expert advisers, Brett identifies matters capable of influencing financial outcomes, then consults on behalf of his client and manages relationships necessary for implementing cohesive multi-discipline advice. This commonly involves coordinating tax and business advice, legal and estate planning, lending and property, expatriate and family offices services for clients here in Australia and absent.
Brett maintains close contact with his mining and resources industry fraternity to remain apprised of industry changes and developments. He is a member of the Australian Institute of Mining and Metallurgy (since 1990) and has built a truly global online mining and resources community with more than 10,000 followers including close professional connections in locations as diverse as Yellowknife and Dubai.
Brett, who is also a director of Executive Strategies – a business dedicated to helping executives access the advice and support they need – credits much of his success to working with strong leaders and mentors who provided a supportive team environment. It is this model that Brett continues to embrace in his own financial planning business, providing strong and proactive leadership, delivered in his unassuming and quietly determined manner, to assist all those around him to achieve.
A keen rower, Brett regularly competes in Masters Rowing events including the 8km Head of the Yarra and 9.6km Head of the Brisbane.
Brett’s strong sense of community and social responsibility has earned many accolades, among them the prestigious Queen’s Scout Award and from Rotary, a Paul Harris Fellowship.
Here's What Bretts' Clients Say
“Brett was able to provide me with the initial advice we sought. However, in his initial work with us he presented a picture of our situation. This was the first time anyone had ever really understood our position enough to present a succinct picture of our total position on one page. From there Brett helped us with our annual tax return requirements and management of our Self Managed Super Fund. This was the first time we were ever able to provide our accountants with tax return information before October of the same year."
“We value our regular reviews with Brett and having a relationship built on trust. This enables us to concentrate on our priorities in life and do the things we are good at.”
“Brett’s pragmatic yet effective advice has accelerated our savings with negligible impact on our lifestyle or short term plans. Our satisfaction with Brett and Stratus was further bolstered when we received unfortunate health news six months ago to which our customised suite of crisis and income protection insurances responded in full removing the burden of financial stress and allowing us to focus on getting well. We highly endorse Brett and the Brisbane-based Stratus Financial Group team.”
“A friend referred Christine and I to Brett and the Stratus team four years ago as we were looking for professional help to get better organised, restructure our investments for tax efficiency, maximize superannuation entitlements, and finally ensure protections were in place for ourselves and the family into the future. A lot of effort went into the initial activities; working with us overseas, that was handled with empathy, quickly, efficiently and reasonably priced, leaving Christine and I satisfied clients.”
