Helped me protect my young daughters future. I have referred several friends to Crest over the years.
A number of years. Rhys had especially helped with redundancy and budgetting advice. He always makes time to understand our family’s needs with continuing to provide timely advice in a friendly manner.
Retirement and also ensure my employer has paid the correct superannuation amounts. He and the team at Crest provide great ongoing advice and service.
Provided by Crest Financial Services. Rhys has been my adviser for over 4 years and has helped me set up and manage a transition to retirement strategy that suits my changing work situation.
Consolidate my supers and invest them for the long term. I really value the education and ongoing service provided by Rhys and the team at Crest.
The passing of my husband 12 months ago and has helped me to put my assets in order.
To my financial affairs. As a young client, only now sorting my career, Mark has helped me discover and understand my options and put them into play.
To explain in simple terms – he is able to give me explanations that I understand. The visual aids he uses to explain our circumstances are excellent! We are very pleased for Mark to be our financial adviser.
Be more than willing to help me in anything that was required! I feel I’m in a better position and aware of my affairs regarding Super and Insurance.
Since his involvement in my financial affairs. His constant review of my situation has helped me gain greater control of my Superannuation’s destiny.
Super, investment and now helping with property investment and is extremely helpful and informative.
Very knowledgeable which allows him to explain things to me in simple terms – easy to understand.
My super and life insurances. Would recommend him to family and friends.
Help me with my retirement planning. They have been quite helpful and would recommend them to anyone.
Andrew is my adviser and I feel very confident with his advice. He is very friendly and approachable; he explains information well and follows up with emails when required.
Highly professional and outstanding service we continue to receive from Crest Financial Services. Thank you for many years of great service and support.
Incredibly helpful with both my financial affairs and in finalising some estate arrangements. She has been a great support in a difficult time. Thank you Crest Financial Services.
Managing our financial affairs and finalising a few outstanding issues. Jessica and her team have allowed us to continue our retirement confident with what we have and need.
I continue to appreciate all the effort Jessica and Crest Financial Services go to in helping me with my financial affairs.
My financial affairs for many years and Jessica has recently taken over and continues to provide the professional and invaluable service I have come to expect. Thank you for your continued support Jessica.
Be able to gain financial advice from someone so knowledgeable as Patrick. He was generous with his time and made sure we understood the plan in place for us. Thank you.
Arranging my super and insurances for me. I feel more in control now that I have these in order.
Are very happy with the service offered. This is an important time for us and the information and advice provided is very beneficial.
Patrick takes care of my super and insurance for me. There is a lot to be aware of in this area and I am glad I don’t have to spend too much time trying to work it out myself.
Continue to be comforted by the advice provided. Patrick explains things to us in a way that is easy to understand.