Crest Financial Services Newcastle

Rhys is always helping us have the right things in place to help us with our financial goals.

The staff here are rude and running down other business when interacting with them. It seems to be their goal to run down other small business on social media. Be careful. IMO this is very un Australian. After seeing this from their senior staff I can only imagine how it will be trained on to all staff!

Knowledgable and individualised service, Crest financial havwe brought a wealth of information to every meeting I have had with them. Rhys Higgins provided friendly and detailed service and the advice has significantly helped. Highly recommend

I have been receiving financial advice from Rhys Higgins at Crest Financial Services for more than five years. I trust Rhys, and would highly recommend him. Crest offers independent financial advice, which is what I was searching for. I find Rhys to be very easy to talk to, genuine, and honest. In the past, I've found some financial advisors to be a bit pushy. I did not find this at all with Crest. Rhys helped me with my financial planning during a very difficult time in my life, and continues to do so. I'm extremely grateful to Rhys and his team for looking after me and my family.

Patrick has been very good and professional helper on our financial stuff. We give 10 over 10 to him.

I have the greatest appreciation for Cameron Tynan and the Crest Financial Services team. Cameron has been fantastic on my journey to retirement and I could not thank him more.

Patrick and everyone at Crest have been great. This has been our first involvement with financial planning and we are very happy with both the results and the fantastic and friendly service.

Patrick and the team at Crest Financial Services Newcastle 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.

Excellent consultation. Answered all of my questions and provided so much information with pros and cons.

Cameron is very professional, explains everything for me, and is setting me financially for the future, can't recommend enough

I approached Crest to take care of everything from our insurances to a new mortgage.

Everything was explained clearly and in a way that I could be comfortable in making decisions.

Really friendly staff. More than happy with the service.

I've been seeing Jake and the team at Crest for over a year and I would have to say that Jake is one of the most professional yet down to earth people i have ever met. Jake helped create a financial strategy that matched my current goals and needs, while also taking the time to get to know me on a more personal level. Jake communicated the progress of my advice every step of the way and was always available to answer any questions or queries i had. Thanks to Jake I now have insurance cover set up and the peace of mind that i know my retirement savings will be looked after for years to come. Jake has also helped me with my budgeting and savings, placing me on the right path to start putting money away for the future. I would highly recommend Jake to anybody who is looking for personal financial advice.

Warm, friendly knowledgeable staff who are looking to find the best possible outcomes for their clients.

Jake has been a wonderful help to my husband and myself. His advise has been excellent and very helpful.

Rhys from Crest is always 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 very 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

I have been with Crest for some time now and have always found their professional and integrity to be impeccable. My advisor Jake is always on the ball and is very proactive in keeping me informed and involved in decisions about my investments

Very happy with the way Patrick helps me and keeps me up to date with everything, and looks after my best interests.

Have had excellent service from Patrick. Very easy to communicate with and understand. Would not be happy with anybody else.

When it comes to financial advice the two biggest factors for me are confidence and trust and Rhys Higgins and the team at Crest Financial Services Newcastle has exceeded expectations on both fronts. Rhys inspires confidence with his vast knowledge of financial tools and products and I appreciate his ability to explain the intricacies of superannuation and investment and all things money in a clear, patient and decidedly non-patronising manner. 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.

Great friendly staff Patrick very helpful in organising our superannuation for the future.
Would recommend them to family and friends.