With lifetimes of experience in financial planning, we know a thing or two…

We pride ourselves on the delivery of friendly, professional and efficient services, offering specialised advice tailored to each client’s individual circumstances. In our vast experience no one solution fits all, tailored expert advise can help you to achieve your financial goals and give you financial peace of mind, no matter what curve balls life throws your way.

Crest has 3 locations; Crest Newcastle, Crest East Maitland and Crest Nelson Bay. This footprint enables Crest to look after the financial planning needs of clients throughout the Hunter, Newcastle, Port Stephens and the Central Coast.

Financial Planning Services are provided by Crest Financial Services Pty Limited (Corporate Representative of Charter Financial Planning), and are compliant with the Australian Financial Services License (AFSL).

We also offer Accounting Services which are are administered under Crest Accounting Pty Limited and are not associated with Charter Financial Planning.

Download our Crest Customer Charter