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
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
Catch up on the latest news
The long-term impacts of COVID-19 on the Australian economy
As Australia continues to weather the COVID storm, it’s easy to only focus on the present.
The Reserve Bank of Australia decreased interest rates to record all-time low
At the November meeting, The Reserve Bank of Australia decreased the interest rates to a record all-time low of 0.1%, dropping even further than the previous low of 0.25%.
Our Young Advisers
With the expansion and continued growth within the business, Crest Financial Services would like to acknowledge the commitment to the company from our three up and coming advisers.