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"...Crest
advisors have at all times been astride of new laws and
requirements,
implementing subtle changes where necessary and
providing me with an investment portfolio that has
always been suited to my current and future lifestyle
requirements.
This has
been achieved through regular communication and advice
on options to assist in the critical decision making
process..."
John
Duncan
Managing
Director
Sharp
Electronics Office National
"...Crest's service
and integral knowledge has been of the highest quality...And
has been an invaluable asset to us in our transition to
retirement and beyond..."
Ann Stevenson
"...The service
and advice given by John and his staff is A1
and considered valuable. Queries raised are always
attended to promptly and in a very professional
manner..."
Lee
Roberts
J.A.
Crockett Pty Ltd
"...Crest
Financial Services and Mark Prior have been very
professional in
their role as advisor for my financial affairs since
early 2003. Their service and knowledge has been of the
highest quality both from the initial meeting to the
current date.
During
this time I have found Mark to be a true professional
willing to give advice on personal issues as well as
professional..."
Colleen
Hodges
"...Crest,
and in particular Paul Howden, have been extremely
helpful and supportive
of our business and personal financial needs. We have
never had any hesitations in recommending Crest to our
friends and will continue to do so..."
Michael &
Deborah Morrison
"...Crest have
advised and invested wisely to secure a lifestyle that
suits our needs for
the future..."
Joan &
Kevin Clark
"...Your advice
in restructuring our investment and retirement plans has
been invaluable in
providing a smooth transition from running my business
to my planned retirement..."
Ron Cant
Managing
Director
Ron Cant
& Son Builders
"...We could not
speak too highly of the advice and attention to detail
for our financial planning
we have received from Crest and Ms (Kerry) Svanberg. The changing
government rules affecting our financial position are
well understood and explained to us in detail to enable
us to make informed decisions..."
Greg &
Wendy Hood
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Working Together For Your Future |
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