Financial Planning Archives - Crest Accountants

Changes to the Work Test for Retirement-Age Adults

As we approach the end of the financial year, one thing to be aware of if you are over the age of 67 is the

Why You Need an Accountant When You Create Your Will

There are a few different people who need to be involved when you create your Will. Of course, your partner will be included in discussions,

How to Make the Most of Your Financial Planner

If you have even a small amount of money to use as a launchpad to financial security, it makes sense to have the help of

How Does Your Super Grow? Contribution Options Explained.

Super exists to help you save for retirement. In Australia, most people let theirs build behind the scenes with the help of contributions from their

Holding Onto Your Super in a Volatile Market

Most professional Australians have been building savings through superannuation for almost their entire professional lives and are looking forward to accessing their funds in retirement.

How To Stay on Top of Your Debts: What You Need To Know

Rising costs and unexpected expenses mean most Australians end up with some form of debt at one stage or another. If you have debt in

Important Changes for Retirees/Pre-Retirees

Some changes have been introduced in Australia last month which will impact some retirees. If you’re a pensioner or a self-funded retiree, if you have

Record Keeping in Your SMSF: What You Need to Know

A self-managed super fund can be a cost-effective and effective way to grow your wealth prior to retirement but if you decide to proceed with

Where Will You Live When You Retire?

Retirement is an exciting phase of life when you have more time on your hands and a far more flexible schedule. The challenge of this

Changes to Your Superannuation in 2022: What You Need to Know

Superannuation update from a Gold Coast financial advisor A number of superannuation (super) reforms that were announced last year came into effect in Australia on

Lauren Gregory

04:10 20 Jun 19

Recently I came on board as a client, and cannot recommend Angela highly enough. To date, my experience with Angela and the team has been fantastic and I would not hesitate in providing a referral. I have been impressed with the prompt return of calls and emails, and have had all work completed within our agreed time frames. The valuable taxation and small business advice I have received has been incredibly useful and provided me with support and guidance on my personal and business journey. If you are looking for a Tax Accountant or Advisor, don't hesitate in making the move over to Crest.

Danny Ellem

05:07 09 Oct 19

I cannot commend Crest Advisors lending team enough. As first home owners, we found the place we wanted and knew we had to find someone to make our loan happen. Dion & Nat, not only had fantastic communication & correspondance, they worked with us on finding what we wanted and helped us secure our first home. The were patient & explained everything as we were completely new to it all. They gave us direction and guidance in what we needed and were very thorough with what they needed.We cannot thank Dion & Nat enough and highly reccomend them to anyone.

Feng Lin

00:56 03 Sep 19

Very good fellows! Hepled us to start our business in this country and looked after our accounting very well from the first day at low costs!Strongly recommending people to engage Crest Advisors for any business or individual services!

Kelly Penman

07:29 22 Sep 19

An excellent dealing with Natalie from start to finish, she was very patient with me while i was purchasing my vehicle, can highly recommend easy process and great to communicate with .

The Edit Suite

01:20 20 Aug 19

We have had the great experience of working with the friendly team at Crest Advisors and would highly recommend them. Fantastic team, terrific space and caring attitude.

Carla Schesser

05:43 02 Dec 19

I recently worked with Louise on a full website design & build project for Crest Accountants. Throughout the whole process, Louise was highly organised, detail-oriented and super communicative which made the project a massive success.It was apparent from the start of the project together that Louise was passionate about Crest Accountants, the vision and did everything needed to ensure the website was perfect.Thank you Louise for all your efforts and I look forward to working on the next project soon!

Phillip Crawley

12:11 08 Dec 19

Ryan, Nicole & Robert are all very skilled at what they do, highly recommend.

Jed Newnham

23:59 29 Nov 16

I highly recommend Crest Advisors. I have been working with Crest for 4 years and they assist me personally and my business in several areas including Cashflow forecasting, tax planning, business structuring, BAS, Finance, Insurance and SMSF. They provide excellent services and will help you achieve your personal and business goals. Jed Newnham, Managing Director of Newnham Scaffolding

Category 2(Tag): Financial Planning

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