Gold Coast's Trusted Financial Advisors

Shaping your financial future

Shaping your financial future

Crest Wealth

Crest Wealth is a boutique firm of experienced financial planners who work with clients to grow and protect their personal assets & wealth. Our team assist clients all over Australia to achieve their personal & financial goals.

Whether it’s protecting wealth, planning for retirement, giving specialist investment advice or setting up a self-managed super fund, Crest formulates an easy to understand financial plan to guide you. Crest also understand things change – we therefore provide proactive, regular and updated advice to clients to ensure their results are maximised.

  • Retirement planning
  • Wealth management and investments
  • Superannuation and SMSF
  • Life and income protection insurance
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Business Wealth

We understand the passion and dedication it takes to run a successful business; be it big or small. Our Wealth team are committed to working side-by-side with business owners to ensure their hard work is maximised. We invest the time and expertise to comprehensively bring together their business and personal situation to maximise long term financial security.
  • Tax reduction strategies
  • Wealth management and investments
  • Key man & buy sell insurance
  • Corporate superannuation for employees

Specialist Wealth Services

Our boutique firm has serviced clients with specific wealth management needs due to their successful personal or professional financial position in the world. Many clients with high net worth seek ongoing advice to manage their complex asset portfolio in sustaining and growing its market value while setting in place a robust wealth succession plan for loved ones in future.

  • Doctors and medical professionals
  • High net worth families and individuals
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