“…Crest’s advisors have at all times been astride of new laws and requirements, implementing subtle changes where necessary and providing me with an investment portfolio that has always been suited to my current and future lifestyle requirements.
This has been achieved through regular communication and advice on options to assist in the critical decision making…”
John Duncan
Managing Director
Sharp Electronics Office National |
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“...Crest’s service and integral knowledge has been of the highest quality…. And has been an invaluable asset to us in our transition to retirement and beyond...”
Laurie & Ann Stevenson |
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“...The service and advice given by John and his staff is A1 and considered valuable, queries raised are always attended to promptly and in a very professional manner...”
Lee Roberts
J.A. Crockett Pty Ltd
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"...Crest Financial Services and Mark Prior have been very professional in their role as adviser for my financial affairs since early 2003. Their service and knowledge has been of the highest quality both from the initiation meeting to the current date.
During this time I have found Mark to be a true professional willing to give advice on personal issues as well as professional...."
Colleen Hodges |
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“… Crest and in particular Paul Howden have been extremely helpful and supportive of our business and personal financial needs. We have never had any hesitations in recommending Crest to our friends and will continue to do so..."
Michael and Deborah Morrison |
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“..The sound financial advice and support provided by Crest Financial Services has allowed me to grow both my business and personal assets in a way I never thought possible...”
Gary Shaw |
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“...Crest have advised and invested wisely to secure a lifestyle that suits our needs for the future...”
Joan and Kevin Clark |
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“...Your advice in restructuring our investment and retirement plans has been invaluable in providing a smooth transition from running my business to my planned retirement...”
Ron Cant
Managing Director
Ron Cant & Son builders |
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“...We could not speak too highly of the advice and attention to detail for our financial planning we have received from Crest and Ms Svanberg” The changing government rules affecting our financial position are well understood and explained to us in detail to enable us to make informed decisions...”
Greg & Wendy Hood |