Gold Coast financial planner Archives

Financial Planning Tips for 4 Major Milestones

Life is what you make it – so it’s important to make yours count. While money can’t buy happiness, it sure can help us prepare

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

Your Guide to Tax Planning and Catch-Up Contributions

Although it’s already April, it’s not quite the end of financial year yet, but that doesn’t mean you can’t start planning your tax and thinking

Crest Wealth – Understanding Tax in Retirement

Although we may not particularly enjoy paying tax, it’s an important and necessary part of working life. These taxes fund important Government services and projects

Is It Time To Review Your Superannuation Investments?

Superannuation (or super) exists to make the transition into retirement that little bit easier. You work hard for your money, so your super can be

Accountant or Financial Planner – which do you need?

There is a multitude of information out there on how to manage money, both of the true and misleading variety, which makes it difficult to

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

Reaching your 2021 Financial Goals

In a year like no other, it’s safe to say many of us are looking forward to starting fresh in 2021. With a vaccine 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