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Crest Financial Services

Crest Financial Services

4.9(81 reviews)See reviews ↓·Newcastle

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.

AccountantMortgage broker

Reviews

Reviews are taken from publicly available sources.

SW
S Williams15 July 2025

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.

AL
Alison Lowth10 May 2024

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.

LN
Louise Newton7 May 2024

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.

HA
Hannah Allen23 November 2023

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

CJ
Cassandra Jack5 October 2023

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.

JS
Joe Soree13 December 2021

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.

MS
maree smith2 November 2021

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.

RankProviderRatingReviewsOpen Sat.
1Progressive Financial Planners★ 5,055No
2Ironbark Advice Newcastle★ 5,025No
3KLM Financial Planners★ 5,013No
4Lush Wealth - Financial Planning Advice - Newcastle, Sydney and online Australia wide★ 5,010No
5Bottrell Wealth Newcastle Financial Planning★ 5,09Yes
10Crest Financial Services (this page)★ 4,981No
Contact
+61249292552www.crestfs.com.au22a Christo Rd, Georgetown NSW 2298
Working hours
Monday09:00–17:30
Tuesday09:00–17:30
Wednesday09:00–17:30
Thursday09:00–17:30
Friday09:00–17:30
SaturdayClosed
SundayClosed