Crest Wealth is a boutique firm of experienced financial planners based on the Gold Coast, Australia. With a focus on shaping the financial future of their clients, the team at Crest Wealth works diligently to grow and protect personal assets and wealth. Their services encompass a wide range of financial needs, including wealth protection, retirement planning, investment advice, and self-managed super fund setup.
Founded on the principle of providing easy-to-understand financial plans, Crest Wealth ensures that clients receive proactive and updated advice to maximize their results. The firm caters to individuals with high net worth and complex asset portfolios, offering tailored solutions to sustain and grow market value while establishing robust wealth succession plans for future generations.
With a team of experienced professionals led by Jesse Phillips, Paul Timms, Robert Hayward, Cassidy Hayes, and Anthony Cerantonio, Crest Wealth is dedicated to helping clients across Australia achieve their personal and financial goals. As an Authorised Representative for Financial Planning Services, Crest Wealth operates under the AFS License No: 531122, providing clients with expert guidance and support in navigating the complexities of wealth management.