Our Story

Crest Advisors

Crest Advisors

Our History

Since our establishment in 1973, Crest Advisors have helped families, individuals and businesses grow, supporting their financial successes and ensuring security and peace of mind throughout their development.

The strong relationships and trust within our family practice are mirrored by the relationships we have with our clients. Since our establishment over 40 years ago, our practice has grown and our knowledge flourished, passed on from generation to generation and onto our clients in our expert financial advice.

At Crest, we value direct contact with our clients, forging lasting relationships based on trust and transparency. This ensures that we in turn can pass on our invaluable knowledge and expert advice, gained through a heritage of experience and inspired through generations.

We go beyond the numbers, getting to know our clients and tailoring our services to best suit their needs. Strong relationships with associates specialising in finance and insurance allow us to fulfil all our clients’ financial requirements, ensuring that they always receive our optimal service.

Crest Advisors

Who we are

We are a family practice with clients who value close relationships and direct contact with their advisor.
Although we may know your Tax File Number, our staff won’t use this to identify you as a person, we prefer to simply get to know you instead!

Crest Advisors

Get to know us...


Number of People

Clients

Years in business

Collective years of experience

Our Difference

Crest Advisors

Established practice with long term, highly qualified specialists across Accounting, Wealth and Lending. Your own personal advisor understands your individual circumstances or business and can quickly provide crucial advice to help you make better decisions.  We go beyond the numbers and actually explain what is happening.