High Net Worth Individuals/Families Archives - Page 2 of 3

How much money is really needed in retirement?

Retirement, it’s the reward we get for our lifetime of hard work. It’s where we finally get to wind-down, take it slow, smell the roses

Need help understanding the claims process?

As a business owner, homeowner, or any other individual with insurance, I’m sure you would like to imagine insurance as peace of mind, and peace

Aged Care Planning: What you need to know

Aged care. It’s what a lot of us put on the backburner until an elderly loved one, or even ourselves admit to needing assistance. Many

8-Step Plan for Retirement Planning with Crest Wealth

As much as some of us would like to, we can’t work forever. Life expectancy is increasing from generation, to generation, with an expectancy average

Is a Self-Managed Super Fund Appropriate for You?

Now is tax time, the beginning of a brand-new financial year and a fantastic time to look at your accounting and financial options. Perhaps you

Estate Planning: What You Need to Know about Testamentary Trusts

Passing on is an unfortunate, yet inevitable final stage in the circle of life. Yet, a testamentary trust as part of estate planning is one small

COVID-19 & Your Super: What You Need To Know

COVID-19 has had an unprecedented impact on our economy, but should you be rethinking your super investment strategy now? Read on to find out what

Your Guide To Child Maintenance Trust (3)

Your Guide to Child Maintenance Trusts

Couples generally (and should) financially plan for their future – from buying a house together, budgeting for a family, and putting money away for their

Financial Planning for your child’s educational future

It’s a well-known fact that having children increases our expenses. When a baby comes along there’s another mouth to feed, a nursery to construct, and

Considering an SMSF? Here are 3 reasons you should

In life, there are many things we simply can’t control. So, it’s not surprising that you may want to take control of the things you

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): High Net Worth Individuals/Families

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