by Rhys Field | Nov 7, 2024 | Crest News
News Crest East Maitland has moved to 93 High Street We are thrilled to announce that Crest East Maitland has moved to a new, larger office at 93 High Street, East Maitland, NSW 2323. Conveniently located just around the corner from our previous address, this move...
by Rhys Field | Aug 21, 2024 | Finance
News Intergenerational Wealth Transfer Challenges The transfer of wealth between generations is a pressing issue in Australia, with an estimated $3.5 trillion expected to be passed down from those aged 60 and over in the next 20 years. This transfer, nearly the size...
by Rhys Field | Jul 9, 2024 | Crest News
News Crest’s Biggest Morning Tea On the King’s Birthday in June, the Crest team tied on their aprons and, atop their heads, donned a Chef’s hat to prepare for The Biggest Morning Tea the following day. Each prepared a baked good; some prepared two, to raise...
by Rhys Field | May 14, 2024 | Superannuation
News Maximise Your Retirement Savings 2025 Contribution Cap Changes Explained Changes to Contribution Caps for the 2025 Financial Year As we prepare for the 2025 financial year, significant changes are underway in the domain of superannuation contribution caps....
by Rhys Field | Feb 29, 2024 | Awards, Crest News, Employee News
News Celebrating Excellence Jessica Deamer Wines New Talent Award In the realm of financial advice, recognizing emerging talent is not just a matter of acknowledging potential; it’s about celebrating the dedication, innovation, and commitment that these...
