Crest Financial Services
About the company
Crest Financial Services Pty Ltd is the legal entity trading as Crest Financial Services, a financial advisory firm based in Newcastle. Crest Financial Services serves clients throughout the Hunter, Newcastle, Port Stephens, Central Coast, and greater New England area.
The firm offers superannuation, budgeting and debt management, risk protection, investment advice, estate planning, salary packaging, retirement planning, and aged care services. Crest Financial Services has a lifetime of experience in financial planning. Team members include Jessica, Paul, Patrick, Thomas, Lachlan, and Joshua.
What customers say
Based on genuine customer reviews
Operating out of Georgetown, New South Wales, Crest Financial Services is a financial consultancy, with 81 reviews on file at a 4.9 average. The Google listing categorises it as a financial consultant. The rating and review count are drawn directly from the practice's public Google Business listing.
Reviews
Reviews are taken from publicly available sources.
Caring and competent advisers. Take time to listen and tailor advice to specific situation and goals. In my experience they genuinely want to help and are not about pure profit for themselves. I have met with Rhys and Mitchell. Thanks gentlemen.
Cameron Tynan from Crest Financial Planning has made our lives so much easier by managing our financial interests for us. It is a pleasure to work with Cameron, he makes the process so easy and is very informative with everything he does. Thanks so much.
I had never sought financial advice until I was introduced to Crest over 6 + years ago. Cameron has always been extremely helpful in guiding me through all the financial do’s and dont’s in moving from work to now retirement. Thanks Cameron.
Knowledgable and individualised service, Crest financial havwe brought a wealth of information to every meeting I have had with them. Rhys Higgins provided friendly and detailed service and the advice has significantly helped. Highly recommend
I have been receiving financial advice from Rhys Higgins at Crest Financial Services for more than five years. I trust Rhys, and would highly recommend him. Crest offers independent financial advice, which is what I was searching for. I find Rhys to be very easy to talk to, genuine, and honest. In the past, I've found some financial advisors to be a bit pushy. I did not find this at all with Crest. Rhys helped me with my financial planning during a very difficult time in my life, and continues to do so. I'm extremely grateful to Rhys and his team for looking after me and my family.
Patrick and the team at Crest Financial Services Newcastle have been providing excellent financial advice to my wife and I over quite a number of years now and we couldn't be happier with the services provided. Patrick is very knowledgeable, easy to deal with and professional and is supported by a great team who are dedicated to helping you achieve your financial goals. We highly recommend Patrick and the team at Crest Financial Services to anyone who wants to take control of and secure their own financial future.
Rhys from Crest is always open to answering any questions we ask and he takes great care to provide detailed information in ways that we easily understand , including the occasion white board presentation which we find very helpful. We feel very reassured by the professionalism of Rhys and his staff at Crest . Our precious super has been wonderfully managed to ensure we have made money and secured a very comfortable future to maintain a high standard of living in our retirement . Maree and Terry
Financial advisers & planners in Newcastle compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Newcastle are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Progressive Financial Planners | ★ 5,0 | 55 | No |
| 2 | Ironbark Advice Newcastle | ★ 5,0 | 25 | No |
| 3 | KLM Financial Planners | ★ 5,0 | 13 | No |
| 4 | Lush Wealth - Financial Planning Advice - Newcastle, Sydney and online Australia wide | ★ 5,0 | 10 | No |
| 5 | Bottrell Wealth Newcastle Financial Planning | ★ 5,0 | 9 | Yes |
| 10 | Crest Financial Services (this page) | ★ 4,9 | 81 | No |
