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 in Broadbeach, Gold Coast, QLD is listed under Accountants with expertise in Tax Planning, Business Activity Statements Preparation, Personal Income Tax Returns.

Other services by Crest Advisors include Wealth Management, Self Managed Super Funds (SMSF), Bookkeeping, Budgeting, Estate Planning, Insurance, Retirement Planning.

Call the staff at Crest Advisors to receive more information about our services.

Services

CREST ACCOUNTING

PERSONAL ACCOUNTING
Tax Returns
Asset Protection
Estate Planning
Property

BUSINESS ACCOUNTING
Bookkeeping
Business Activity Statements
Capital Gains Tax
Fringe Benefits Tax
Income Tax Returns
Asset Protection
Cash Flow Forecasts
Business Structuring
Succession & Estate Planning

SPECIALIST SERVICES
Self Managed Super Funds
Medical
Building and Construction
Import and Export
Property
Wholesale and Retail

CREST WEALTH

PERSONAL WEALTH
Wealth Accumulation
Wealth Protection
Retirement Planning
Self Managed Super
Budgeting & Cash Flow Management

BUSINESS WEALTH
Business Structuring
Business Insurance

SPECIALIST SERVICES
High Net Worth
Medical Professionals

CREST LENDING

PERSONAL LENDING
Home Loans
Refinance
Car, Boat & Caravan
Debt Consolidation
Margin Lending

BUSINESS LENDING
Equipment Finance
Business Loans
Commercial Property Lending
Property Development

SPECIALIST SERVICES
Medical Lending
SMSF Lending

Reviews

“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”