Welcome to Crest Financial Services – Financial Planning Newcastle

With lifetimes of experience in Financial Planning, we know a thing or 2 about delivering tailored professional advice. We support our clients to reach their goals and achieve financial peace of mind.

Crest Financial Services – Financial Planning Newcastle. 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.