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2018 Client Christmas Party

To celebrate another successful year at Crest Financial Services, we recently hosted a Christmas event with a number of our valued clients to say thank you for another year of their continued support and trust.

Intergenerational Wealth Transfer Challenges

Over 100 of our clients were treated to drinks and nibbles at the Newcastle Cruising Yacht Club on the evening of Friday, 14 December. Despite the gloomy outlook, the skies did clear for everyone to take advantage of the outdoor area and soak in some afternoon sun.

Directors Rhys and Patrick thanked our clients for their attendance and continued trust in us for their financial planning needs.

Congratulations were given to our staff member of the year Jessica, and our runner-up Julie. A few of our guests also walked away with some lucky door prizes, which were drawn on the evening.

The event proved to be a great success, and the team at Crest look forward to a prosperous 2019 with both our existing and new clients.