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 three offices; Crest Newcastle, Crest East Maitland and Crest Nelson’s Bay. We have created a complete and significant financial services practice with a wide range of services for clients throughout the Hunter, Newcastle, Port Stephens and the Central Coast.

Our Services

Crest News

Find out what’s going on around the office, and pick up a few useful tips along the way.