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.
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.
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.