Crest Financial Services

In my personal experience, I have found Crest Financial Services to be nothing but amazing. My husband and I came to Crest with various financial concerns, especially around insurance. We met with Andrew Thomas, one of the financial planners, who was able to communicate the crazy financial mumble jumble, allowing us to leave feeling 100% more comfortable. We now have peace of mind as we know we have been looked after and most importantly we value the relationship with have now developed with Andrew and the Crest team.

Patrick and everyone at Crest have been great. This has been our first involvement with financial planning and we are very happy with both the results and the fantastic and friendly service.

We have been dealing with Crest for a couple of years now, primarily with Mark Prior and Cameron Tynan, Both Mark and Cameron are knowledgeable, thorough and helpful and above all easy to talk to. We would highly recommend Crest to anyone seeking sound and friendly advise.

Crest has been absolutely great! My partner and I are exceptionally happy with the service provided. We had a consultation with Jake and he explained our situation and how he could help in a clear and concise manner. We have already felt like we achieved the next step in building wealth for our family.

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

As a new client of Crest Financial Services, I would like to thank Jessica Deamer and the friendly team for their professionalism, excellent service, and extensive range of knowledge when setting up my Superannuation and insurance. I know that my financial future is in great hands and if I have any queries or concerns they are only a quick phone call away. I couldn’t be happier with the service provided and I have recommended them to my family and friends.

I've been seeing Jake and the team at Crest for over a year and I would have to say that Jake is one of the most professional yet down to earth people i have ever met. Jake helped create a financial strategy that matched my current goals and needs, while also taking the time to get to know me on a more personal level. Jake communicated the progress of my advice every step of the way and was always available to answer any questions or queries i had. Thanks to Jake I now have insurance cover set up and the peace of mind that i know my retirement savings will be looked after for years to come. Jake has also helped me with my budgeting and savings, placing me on the right path to start putting money away for the future. I would highly recommend Jake to anybody who is looking for personal financial advice.

When it comes to financial advice the two biggest factors for me are confidence and trust and Rhys Higgins and the team at Crest Financial Services Newcastle has exceeded expectations on both fronts. Rhys inspires confidence with his vast knowledge of financial tools and products and I appreciate his ability to explain the intricacies of superannuation and investment and all things money in a clear, patient and decidedly non-patronising manner. Rhys has built up our trust in him through his professionalism, responsiveness, genuinely committed client service approach and the way in which he has helped my husband and I to navigate from full-time employment to comfortable early retirement. The entire team at Crest is a masterclass in friendly professionalism and I will continue to refer friends and family seeking financial services to do themselves a favour and get in contact with the Crest crew as their first port of call.

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.

Crest Financial Services are fantastic. Patrick and his team are very professional in everything that they have done for us . They are only too pleased to help use with any issue or query that we have had. The advice that he has given use has been spot on all the time. I have use other adviser in the past, and have been disappointed with them. He would run rings around them with his knowledge in this field. I would recommend Crest Financial Services to anyone who is looking for good customer service and advice..