Crest Financial Services
Tuesday: 9:00 AM – 5:30 PM
Wednesday: 9:00 AM – 5:30 PM
Thursday: 9:00 AM – 5:30 PM
Friday: 9:00 AM – 5:30 PM
Saturday: Closed
Sunday: Closed
About Crest Financial Services
Crest Financial Services provides quality financial advice to the Newcastle, Hunter and Central Coast regions. "Working together, for your future".
Crest Financial Services Description
Crest Financial Services provides clients with all their needs in Financial Planning, Investment Advice, Wealth Protection, Estate Planning, Salary Packaging, Retirement Planning, Superannuation Advice, Budgeting and Saving and Debt Management.
We pride ourselves on the delivery of friendly, professional and efficient services, offering specialised advice tailored to each client’s individual circumstances in order to assist them to achieve their goals and objectives.
Crest comprises three offices; Crest Newcastle, Crest East Maitland and Crest Nelson Bay. We have created a complete and significant financial services practice with the ability to deliver a wide range of services to clients throughout the Hunter, Newcastle, Port Stephens and the Central Coast.
Crest Financial Services Pty Ltd (ABN 37 085 841 318) is an authorised representative of Charter Financial Planning (ABN 35 002 976 294), Australian Financial Services Licensee (AFSL No. 234665).
Financial Planning Services provided are compliant with the Australian Financial Services License (AFSL).
Our Financial Services Guide can be found at: http://www. crestfs.com. au /financial-services /about-us /financial-services-guide /
Reviews
Awesome. Great people, great service. Have helped us with our financial future, supper sorted in their more than capable hands & also set up our sons finances.
Nothing too much trouble for them and always on hand to explain whats going on.
A big thanks to Rhys & his team at Crest.
I have been with Crest for a number of years and always have found them to be first class in every way. Paul would probably say that I'm not his easiest client to deal with, but I sincerely think that the relationship that I have with him has made my transition to retirement much easier than I expected. I really don't think that it would have been as rewarding if I hadn't had someone like Paul to bounce my multitude of questions off.
Crest's ability and depth of advisers and knowledge allow them to develop unique strategies for a vast array of clients needs.
Professional and helpful. Guided me through making the right financial decisions for my future.
We had Rhys from Crest visit with us to discuss our superannuation options, he was very knowledgeable, understanding, easy to get along with and gave us great impartial advice, I thoroughly recommend this company.
More about Crest Financial Services
Tuesday: 9:00 AM – 5:30 PM
Wednesday: 9:00 AM – 5:30 PM
Thursday: 9:00 AM – 5:30 PM
Friday: 9:00 AM – 5:30 PM
Saturday: Closed
Sunday: Closed