Welcome to Crest Financial Services

With lifetimes of experience in Financial Planning, we know a thing or two about delivering tailored professional advice.
We support our clients to reach their goals and achieve financial peace of mind.

We provide clients with all their needs in Financial Planning, Investment Advice, Wealth Protection, Estate Planning,
Salary Packaging, Retirement Planning, Superannuation Advice, Budgeting, Saving and Debt Management.
We pride ourselves on the delivery of friendly, professional and efficient services, offering specialised advice tailored to each
client’s individual circumstances in order to assist them to achieve their goals and objectives.

Crest comprises three offices; Crest Newcastle, Crest East Maitland and Crest Nelson Bay.
We have created a complete and significant financial services practice with the ability to deliver a wide range of services to
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.