Crest Financial Services

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Crest Financial Services Crest Financial Services provides quality financial advice to the Newcastle, Hunter and Central Coast regions. "Working together, for your future".

Crest Financial Services provides clients with all their needs in Financial Planning, Investment Advice, Wealth Protection, Estate Planning, Salary Packaging, Retirement Planning, Superannuation Advice, Budgeting and Saving and Debt Management. We pride ourselves on the delivery of friendly, professional and efficient services, offering specialised advice tailored to each client’s individual circumstances in order to assist them to achieve their goals and objectives. Crest comprises three offices; Crest Newcastle, Crest East Maitland and Crest Nelson Bay. We have created a complete and significant financial services practice with the ability to deliver a wide range of services to clients throughout the Hunter, Newcastle, Port Stephens and the Central Coast. Crest Financial Services Pty Ltd (ABN 37 085 841 318) is an authorised representative of Charter Financial Planning (ABN 35 002 976 294), Australian Financial Services Licensee (AFSL No. 234665). Financial Planning Services provided are compliant with the Australian Financial Services License (AFSL). Our Financial Services Guide can be found at: http://www.crestfs.com.au/financial-services/about-us/financial-services-guide/

Have you heard about the changes to owning a property in your Self-Managed Super Fund and what these changes could mean ...
07/10/2026

Have you heard about the changes to owning a property in your Self-Managed Super Fund and what these changes could mean for your retirement savings?

Read our latest article to learn more.

Self-managed super funds (SMSFs) have long provided Australians with greater control over their retirement investments, including the ability to invest in property. However, SMSF borrowing has always been tightly restricted. In August 2026, the Federal Government introduced an important further rest...

From 1 July 2027, proposed changes to negative gearing and Capital Gains Tax (CGT) could affect how Australians approach...
15/09/2026

From 1 July 2027, proposed changes to negative gearing and Capital Gains Tax (CGT) could affect how Australians approach property investment.

What could these changes mean for you and your investment strategy?

Read our latest article to learn more.

Crest’s team recently attended Akumin’s Professional Development Day in Sydney. On the day, we explored key developments...
09/09/2026

Crest’s team recently attended Akumin’s Professional Development Day in Sydney. On the day, we explored key developments in legislation, technology, AI and global markets.

Click here to read the full article and learn more.

Crest Financial Services recently took part in Akumin’s Professional Development Day, with Jessica, Paul, Patrick, Thomas, Lachlan and Joshua representing the team in Sydney. The event delivered a full day of forward-thinking insights, practical strategies, and meaningful conversations designed to...

Is your business ready for the new Payday Super changes? From 1 July 2026, superannuation will need to be paid at the sa...
06/05/2026

Is your business ready for the new Payday Super changes?

From 1 July 2026, superannuation will need to be paid at the same time as wages. Preparing early will help businesses transition smoothly and remain compliant. Click below to read more and download a helpful checklist guide.

A benefit to everyone an obligation for employees There are two new obligations coming to effect from 1 July 2026 for all employers to pay superannuation obligations at the same time wages & salaries are paid. Employers also need to ensure these payments reach employees super fund within seven days....

We are incredibly proud to share that Paul Howden has been honoured with a lifetime achievement award for his outstandin...
13/04/2026

We are incredibly proud to share that Paul Howden has been honoured with a lifetime achievement award for his outstanding contribution to the advice industry.

This recognition reflects decades of dedication, leadership, and genuine care for clients and the community.

Read the full story and celebrate this amazing milestone with us.

In a moment of well-deserved recognition, Paul Howden has been awarded the prestigious Astrum Lifetime Achievement Award, celebrating more than 30 years of dedication, leadership, and innovation within the advice industry. The award recognises individuals whose careers have made a profound and lasti...

The RBA has increased the cash rate by 0.25%, which may impact mortgages, borrowing costs, savings and investments.Find ...
03/03/2026

The RBA has increased the cash rate by 0.25%, which may impact mortgages, borrowing costs, savings and investments.

Find out what this means for you and how to plan ahead. Full article below 👇

What the recent RBA cash rate rise means for you In February 2026, the Reserve Bank of Australia (RBA) increased the official cash rate by 0.25% as part of its ongoing effort to bring inflation back within its 2–3% target range. Why the RBA increased rates Inflation has remained above the RBA’s ...

A proud milestone worth celebrating! Patrick Hancock has been recognised for 10 years as a financial adviser at Akumin’s...
16/12/2025

A proud milestone worth celebrating! Patrick Hancock has been recognised for 10 years as a financial adviser at Akumin’s End of Year Event.

👉 Read the full story below and help us congratulate Patrick on this fantastic achievement!

A very special milestone was celebrated recently at Akumin’s End of Year Event, where the spotlight highlighted Patrick Hancock’s 10 years as a financial adviser. The event brought together practice principals, advisers, and industry professionals to reflect on the achievements of the year, shar...

We recently had our annual conference and it was an incredible few days of learning, teamwork, laughs, and growth! We’re...
05/12/2025

We recently had our annual conference and it was an incredible few days of learning, teamwork, laughs, and growth! We’re feeling inspired and energised as we continue to strengthen the way we support our clients. Check out more below

As part of Crest’s commitment to delivering professional advice and a consistently high level of service to our clients, Crest Financial Services recognises the importance of investing time and energy into the development of our advice and administration teams. With this focus in mind, the entire ...

Our advisers Jessica Deamer, Thomas Hoy, and Rhys Higgins recently joined Akumin’s Professional Development Day in Sydne...
09/09/2025

Our advisers Jessica Deamer, Thomas Hoy, and Rhys Higgins recently joined Akumin’s Professional Development Day in Sydney.

A day of learning, insights, and networking. Read more here

Crest Financial Services recently took part in Akumin’s Professional Development Days, held across five major cities, with advisers Jessica Deamer, Thomas Hoy, and Rhys Higgins representing the team in Sydney. The event delivered a full day of forward-thinking insights, practical strategies, and m...

We’re proud to share that Jessica Deamer has been selected as a judge for a prestigious industry award! Read the full st...
08/08/2025

We’re proud to share that Jessica Deamer has been selected as a judge for a prestigious industry award! Read the full story below.

We are thrilled to announce that Jessica Deamer has been invited to serve as a judge for the prestigious Australian Wealth Management Awards 2025, which will culminate in a black-tie celebration on Friday, 22 August, at the Sofitel Sydney Wentworth. This invitation is both an honour and an outstandi...

Address

93 High Street
East Maitland, NSW
2323

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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