Delivering Tailored Professional Advice
Welcome to Crest Financial Services
With a lifetime of experience in Financial Planning, we know a thing or two about delivering tailored professional advice. We support our clients to help them achieve their goals and financial peace of mind through the vast range of services we provide.
We pride ourselves on the delivery of friendly, professional and efficient services, offering specialised advice tailored to each client’s individual circumstances
to assist them with achieving their goals.
Crest consists of four offices; Crest Newcastle, Crest East Maitland, Crest Nelson Bay, and most recently Crest Gunnedah. We have created a complete and significant financial services practice with a wide range of services for clients throughout the Hunter, Newcastle, Port Stephens, Central Coast, and greater New England area.
Our Services
Superannuation
Helping you make your Retirement Dreams Come True.
Budgeting &
Debt Management
Risk
Protection
Investment
Advice
Estate
Planning
Salary
Packaging
Retirement
Planning
Aged
Care
Our Testimonials
I trust Paul implicitly to manage my financial investments knowing he and his team have my best interests at heart. Reliability, honesty and trust are three virtues that I value and knowing that these attributes apply to Paul and the team at Crest Financial Services will ensure a long-lasting partnership and secure financial future.
Kim
Rhys and the team at Crest have helped my family over a number of years. Rhys had especially helped with redundancy and budgetting advice. He always makes time to understand our family’s needs with continuing to provide timely advice in a friendly manner.
Max
It is wonderful to be able to gain financial advice from someone so knowledgeable as Patrick. He was generous with his time and made sure we understood the plan in place for us. Thank you.
Jessica
Cameron is down to earth and very easy to deal with. Cameron is always willing to answer any questions I have and shows me he has an understanding of my needs.
Craig
Jessica has recently taken over advising us on our financial affairs and has been wonderful at explaining our investment options in retirement. We continue to appreciate all the support and advice Crest Financial Services provides.
Sharon
Catch up on the latest news
Crest East Maitland has moved to 93 High Street
We are thrilled to announce that Crest East Maitland has moved to a new, larger office at 93 High Street, East Maitland, NSW 2323.
Intergenerational Wealth Transfer Challenges
The transfer of wealth between generations is a pressing issue in Australia, with an estimated $3.5 trillion expected to be passed down from those aged 60 and over in the next 20 years.
Crest’s Biggest Morning Tea
On the King’s Birthday in June, the Crest team tied on their aprons and, atop their heads, donned a Chef’s hat to prepare for The Biggest Morning Tea the following day.