This has been our first involvement with financial planning and we are very happy with both the results and the fantastic and friendly service.
Have been providing excellent financial advice to my wife and I over quite a number of years now and we couldn’t be happier with the services provided.
Patrick is very knowledgeable, easy to deal with and professional and is supported by a great team who are dedicated to helping you achieve your financial goals.
We highly recommend Patrick and the team at Crest Financial Services to anyone who wants to take control of and secure their own financial future.
Patrick helps me and keeps me up to date with everything, and looks after my best interests.
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.
open to answering any questions we ask and he takes great care to provide detailed information in ways that we easily understand, including the occasion white board presentation which we find very helpful.
We feel reassured by the professionalism of Rhys and his staff at Crest. Our precious super has been wonderfully managed to ensure we have made money and secured a very comfortable future to maintain a high standard of living in our retirement.
-Maree and Terry, 2021
The two biggest factors for me are confidence and trust and Rhys and the team at Crest Financial Services has exceeded expectations on both fronts.
Rhys has built up our trust in him through his professionalism, responsiveness, genuinely committed client service approach and the way in which he has helped my husband and I to navigate from full-time employment to comfortable early retirement. the entire team at Crest is a masterclass in friendly professionalism and I will continue to refer friends and family seeking financial services to do themselves a favour and get in contact with the Crest crew as their first port of call.
Looked after me for a number of years and have recently helped me to retire and maximise my retirement benefits. They always take the time to explain and follow up their advice.
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.
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.