Crest Financial Services in Newcastle, New South Wales | Financial service

Crest Financial Services

Locality: Newcastle, New South Wales

Phone: +61 2 4929 2552

Address: 1/116 Darby Street 2300 Newcastle, NSW, Australia

Website: http://www.crestfs.com.au/

Likes: 383

Add/Update information

Reviews

Tags

• Financial service
• Financial planner

25.01.2022 Some people find budgeting to be a difficult task with determining how much of their income to put aside for their expenses and to pay off debt. To make budgeting easier, try using Elizabeth Warren, U.S. Senator for Massachusetts, 50/30/20 rule to be a guideline for budgeting. Click to learn how.

25.01.2022 FAQ of the Month: What is Financial Planning?

25.01.2022 The barriers a first home buyer faces when entering the property market are well documented. So, will the governments new First Home Loan Deposit Scheme (FHLDS) help, or not? Heres a guide to who is eligible, how it will work, and what the new scheme may mean for the housing market.

24.01.2022 We all have financial dreams we wish to achieve during our lifetime. Whether it is buying a car, going on that dream holiday, or saving for retirement. But where should you begin?

24.01.2022 Susan Mullard is one of the hard working staff members on the Crest Accounting team. With over 25 years of industry experience and a strong client focus, she has demonstrated her support and encouragement for business in Maitland. Susan has done this also by being the treasurer for the Maitland Business Chamber whom recently awarded her for recognition of her contribution to the Maitland Business Chamber and the Maitland Community.

24.01.2022 Testimonial of the Month! See Jessicas adviser ratings at https://www.adviserratings.com.au/advisers/jessica-deamer

24.01.2022 At this difficult time, Crest Financial Services are working hard to ensure business continuity for our clients, while also protecting our staff and the wider community. Click the link below to see an important office update.

23.01.2022 With the expansion and continued growth within the business, Crest Financial Services would like to acknowledge the commitment to the company from our three up and coming advisers. The existing directors have been very happy with the desire of these three to take the opportunity and have allowed them to become part of the company, as owners. Crest congratulates Cameron, Jessica, and Jake on their decision to acquire equity in the company. As up and coming advisers, their dec...ision to become equity holders helps to ensure the continued long term services that Crest prides itself on in servicing clients. Cameron, Jessica, and Jake are all looking forward to many years/decades ahead, servicing clients with their financial needs and goals.

23.01.2022 Crest was once again proud to sponsor the 2019 Variety Childrens Christmas Party held at the Newcastle Entertainment Centre. Each year, Variety assists thousands of children in experiencing the joy of Christmas, as all children should! Cameron, Jake, and Jessica represented Crest at the event and were fortunate enough to hand out Christmas gifts to the children that attended. All three reported that they were met with nothing but smiles, laughter, and joy. We would like to thank Variety for organising the event, and all the other sponsors who made it possible.

22.01.2022 As part of the economic response to the COVID-19 pandemic, the federal governments HomeBuilder program provides eligible owner-occupiers including first home buyers with a grant of $25,000 to build a new home or substantially renovate an existing home before the end of 2020. It can pay to check if youre eligible and what youll need to do to apply if you are.

21.01.2022 Saturday 22nd of February, dark clouds came rolling through, but that didnt stop the Crest staff and families attending the annual Crest family picnic.

21.01.2022 Managing Your Money - You dont need to earn a fortune or win the lottery to be financially secure. Its how you manage the money you have, that will influence how well you live now, and in the future.

21.01.2022 FAQ of the Month: What are the various ways I can use to maintain contact with my financial planner? http://www.crestfs.com.au/fi/crest-financial-services-faqs/

20.01.2022 Australias cash rate is now the lowest it has been in 23 years, so is it worth fixing your home loan? Heres what to weigh up when making your decision.

20.01.2022 Client Testimonial of the Month! See Cameron's adviser ratings at https://www.adviserratings.com.au/advisers/cameron-tynan

18.01.2022 Our Mitchell Brown and his lucky new wife Makayla are married! Click the link below to find out more.

18.01.2022 The team at Crest Accounting have created this step-by-step guide to help you get a better understanding of the recent JobKeeper Payments. If you have any further questions, or want to know more about how this may impact your personal situation, please dont hesitate to contact the team on (02) 4933 3466.

18.01.2022 At the November meeting, The Reserve Bank of Australia decreased the interest rates to a record all-time low of 0.1%, dropping even further than the previous low of 0.25%. The Reserve Bank has reduced rates to assist in addressing the high rate of unemployment by providing relief (in the form of reduced funding costs) to the economy. To learn more click the link below.

16.01.2022 FAQ of the Month! Do I need to review my financial plan? Is my financial plan permanent or subject to change? https://www.crestfs.com.au/f/crest-financial-services-faqs/

16.01.2022 There are a number of financial protection options available.The best choice for you will be entirely dependent on your unique circumstances. Use the information on our webpage as a guide only and one of our Crest Financial Services team members will help you determine what is right for you. http://www.crestfs.com.au/financial-serv//risk-protection/

15.01.2022 As COVID-19 continues to challenge society on several levels, the Crest team are working to keep clients updated and provide continued service. While doing this, Crest are actively managing how we engage with clients to protect our team and the health and safety of our community. Through this crisis, global markets have experienced unprecedented volatility. While we understand the concerns and the impact these events have had on individual portfolios, we are encouraging every...one to remain calm and continue focusing on their long term goals. Please click the attached link for a recent update from Shane Oliver (Senior Economist, AMP Capital) to assist your understanding and provide a perspective on the changing economic situation. We understand that our clients will be subject to significant media hype surrounding each market move. Going forward, markets are likely to remain volatile until investors are convinced that the worst of the COVID-19 has passed. Once volatility falls, markets will most likely rally, although the timing is somewhat difficult to determine at this point. We encourage you to try not to feel isolated by everything that is going on and always remember that we are here continuing to support our clients, as we have done during previous downturns. The Crest team hope you and your family remain safe and healthy during this time. If you have concerns or would like to discuss your personal situation, please do not hesitate to contact our office.

14.01.2022 Planning for when youre no longer around is something that we dont like to think about too often, but it forms a vital part of any financial plan. We have taken some time to summarise some of the key tools used to help reduce this burden should you not be around to do so. Click the link below to find out more.

13.01.2022 Have you lodged your tax return for the 2019/20 Financial Year? Recently, there have been many changes to the way we are living and working, which has in turn also affected our tax affairs. The Crest team firmly believe that the ongoing COVID-19 pandemic, and the complexities that this brings, means its more important than ever to seek informed advice. By completing your tax return yourself, you may be at risk of making mistakes, or not receiving the full benefit of available tax deductions.

11.01.2022 As part of this years Lambton Park Carols, we are running a Mega Lolly Guessing Competition. To win, simply like this page, and correctly guess the number of lollies in the jar below. Its that easy! Up for grabs are the two reindeer pictured below, as well as the Mega Lolly Jar itself. The competition is now open and will close at 7.30pm on Sunday the 15th of December. Come down to our stand on the night to get a closer look at the jar. Only one guess per person will be cou...nted. Good luck and Merry Christmas!

10.01.2022 During the festive period, Superannuation isnt the first thing that springs to mind. However, as far as gifts go, its one of the best you could give yourself at retirement. Read more about these 7 checks to protect and grow your retirement gift.

08.01.2022 Much of eastern Australia has been experiencing prolonged dry conditions and unusually high temperatures. Click the link below to take a deep-dive into some of the flow-on effects this has on the broader Australian economy.

08.01.2022 In Australia, there are a number of ways to structure your home loan repayments. Finding the best option may save you time and money on your mortgage. Here is some information to help you choose the repayment structure that works best for you.

08.01.2022 The RBA has made the decision to reduce the cash rate to a historic low, presenting further opportunities to better your financial position. The team at Crest Mortgages and Finance have explored a few ways you can do so. Click the link below to find out more.

08.01.2022 Retirement - a time to reward yourself for many years of hard work.

08.01.2022 Managing multiple loans can be difficult and stressful. One way to simplify your financial situation and save yourself time, effort and (hopefully) money is to centralise your debt. But it’s not always the right answer, so here’s what to consider before you consolidate.

06.01.2022 Congratulations to team members Andrew Thomas, Jessica Deamer, Rhys Higgins, Jake Muras and Cameron Tynan for successfully passing the recent FASEA (Financial Adviser Standards and Ethics Authority) Exam.

06.01.2022 Did You Know - Three Best Rated has determined that Crest Financial Services is one of the top 3 financial services business in Newcastle, NSW. https://threebestrated.com.au/financial-services-in-newcast

06.01.2022 FAQ OF THE MONTH: Do I need a minimum amount of assets to see an adviser?

06.01.2022 On Friday the 29th of November, the Crest team hosted a Christmas party to say a big thank you to those who have put their trust in us. Click the link below to find out more.

05.01.2022 The NSW Government has announced various tax relief measures and other support packages to help businesses affected by COVID-19. Click the link below for more information on the key initiatives announced.

04.01.2022 Retirement planning is the process of arranging your finances so that you can achieve your financial and personal goals in retirement. http://www.crestfs.com.au/financial-//retirement-planning/

03.01.2022 Testimonial of the Month! See Marks adviser ratings: https://www.adviserratings.com.au/advisers/mark-prior

02.01.2022 Congratulations to our Christmas giveaway winner Lauren Martin! With the winning guess of 712 lollies, Lauren gets to take home both Dasher and Prancer pictured below, as well as the huge jar of lollies. Thanks again to everyone who participated in our competition. We wish you all a safe and happy holiday.

02.01.2022 As Australia continues to weather the COVID storm, it’s easy to only focus on the present. While we remain in the first phases of economic shock, it’s fair to say that the effects of COVID-19 will be widespread and felt for a long time to come.

01.01.2022 The Australian Taxation Office (ATO) have announced a simplified home office deduction for people working at home due to the COVID-19 pandemic. Click the link below to find out more.

01.01.2022 The introduction of the first home loan deposit scheme (FHLDS) at the beginning of 2020 seems to be successful, with all spots for the 2019/20 financial year now being reserved. To continue to assist first home buyers get into the property market sooner, the Australian government has agreed to release an additional 10,000 spots from the 1st of July, 2020.