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
“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.”
“Rhys and the team at Crest have helped my family over a number of years. Rhys had especially helped with redundancy and budgeting advice. He always makes time to understand our family’s needs and with continuing to provide timely advice in a friendly manner.”
“Jake and Crest been guiding me financially for some time now and I have the utmost confidence they have placed me in the best position post-retirement.”
“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. Thankyou.”
“Cameron is down to earth and very easy to deal with. Cameron is always willing to answer any questions I have and shows he has an understanding of my needs.”
“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.”
