Need Financial Advice in Newcastle?

Studies have found that feeling secure within your finances and confident of your financial goals has a huge impact on your overall well-being. Engaging with a professional financial planner to ensure that your current financial state is manageable and your short and long term goals are achievable is vital in the success of the lifestyle you desire for yourself and your loved ones. We are all aiming to do what is best for our financial situation and strive toward an optimal outcome and implementing personalised and well thought out financial plan will assist in achieving exactly that. To find the best financial planner to meet all your needs and help you achieve your goals, look no further than Growth Financial.

Crest Financial Services

Newcastle

At Crest Financial Services, we deliver:

Friendly, professional and efficient advice services, offering specialised advice, tailored to each client’s individual circumstances.

About Us

Being a locally owned and operated financial planning firm for over 20 years, we have built a strong and trusted reputation for delivering expert advice throughout the Newcastle, Port Stephens, Hunter Valley and Central Coast Regions.

Locations & after hours appointments

We have offices in Newcastle, East Maitland and Port Stephens for your convenience and can also provide out of hours appointments to fit in with your busy lives.

Our Priority

Our priority is to make you feel supported and confident that your life’s foundations are taken care of. To live life the way you want and deserve to through peace of mind financially. By examining your unique life situation we can help you follow a path that will have you secure in the knowledge that you have someone with a vested interest in the well being of you and your family.

Our Vision & Mission

Our vision is to provide exceptional financial and accounting services to individuals and businesses. Financial success for our clients is the most important element of our business. Our clients’ success is our success.

Our mission is to add value, security and confidence to the lives of our clients and their families, through;

  • Provision of individually tailored expert advice
  • Building and maintaining strong partnerships with our clients, built upon foundations of credibility, honesty, and trust
  • The delivery of exceptional customer service
  • Absolute commitment to our clients’ personal and financial goals

What our Clients say

I trust Paul implicitly to manage my financial investments knowing he and his team have my best interests at heart. Reliability, honesty and trust are three virtues that I value and knowing that these attributes apply to Paul and the team at Crest Financial Services will ensure a long-lasting partnership and secure financial future. – Kim

I have been with Crest Financial Services for many years. Andrew is my adviser and I feel very confident with his advice. He is very friendly and approachable; he explains information well and follows up with emails when required.” – Shirlene

Rhys helped us transition into retirement and we have appreciated his honesty and assistance. He also helped my mother move into aged care and his guidance is invaluable. Overall we highly recommend Rhys and the Crest team. – Barbara

Elliot Watson Financial Planning

Newcastle

We are dedicated to helping our clients. The financial success of our clients is the most important part of our business. Our clients’ success is our success.

We help achieve this by:

  • Understanding our client’s financial situation intimately.
  • Creating long term relationships that are built on open and honest communication.
  • Providing exceptional client servicing, insight and advice.
  • We are focused on providing the most up to date advice based on evidence and research.
  • Educating and empowering our clients to improve their lives through knowledge and smarter decision making.
  • Adding security and confidence to the lives of our clients and their families.

Elliot’s Core Beliefs

  • Work in the best interest of the client.
  • Develop strong working relationships, based on trust and communication, in order to deliver better customer outcomes.
  • Provide helpful advice that is value for money.
  • Continuously improve how we work, no resting on our laurels.
  • Provide accurate and timely advice that can be trusted.

Elliot’s Values

Passion - we are passionate about helping our clients achieve their goals. We want to help make a difference.
We enjoy seeing our clients achieve their goals and the positive impact it has on their lives.

Integrity – We are accountable for everything that we do.

Honesty – We are here to help you. Sometimes that means we have to tell you things you may not want to hear. We remain honest and genuine, as it is the best way to help you achieve your goals.

Education and Innovation – Investing in courses and continuing education is a core principle of Elliot Watson Financial Planning as it helps us serve you better.
We are always looking for better ways to serve you, keeping abreast of innovations in the financial planning world.
We strive to improve efficiencies and effectiveness wherever possible.

Communication – Good working relationships are built on good communication. We pride ourselves on being accessible and approachable. We don’t want you up at night worrying. We are here to help – just give us a call.

How financial planning works

Financial Planner NewcastleThrough in-depth knowledge of all aspects of financial organisation and planning, the difference that can be made by undergoing professional financial planning, is great. By firstly assessing your current financial situation, identifying and fine tuning your individual goals, creating a workable plan and strategy and finally implementing the recommendations provided, your expertly developed plan will set you up for financial success. Making complex matter a lot more straightforward for our everyday Australian clients, you will have the confidence you need to make the right decisions to benefit your short and long term goals for many years to come.

How to get started:

Firstly, we are excited to have you visiting our site today and taking the first step to securing your financial security. We will take all the research and hard work off your hands and work toward finding you the leading financial planner within your state and pair the two of you to start your journey to securing your financial freedom, achieving your lifestyle and financial goals and setting yourself up for an optimal financial future. Simply click on the button above ‘Get a Free Quote’ to get a step closer to obtaining the best financial planner in your area.

Why seek out financial advice?

Giving yourself every possible advantage when it comes to achieving your financial goals and living the lifestyle your desire is paramount to obtaining a successful outcome. Seeking out professional financial advice and with the proven strategies provided, you will be armed with the best information required to make the most educated and well-informed financial decisions. Making the right decisions and having the courage and confidence to act upon those choices will have a huge positive impact on all aspects of your life. Professional financial advice and solutions will give you the reassurance and peace of mind that you are making the best possible decisions for your current financial situation and for your future. They will assist you in navigating difficult financial situations and decisions no matter how big or small the matter may be as well as arming you with the valuable advice so you are able to make the most your of your hard-earned dollars.

Benefits of having a financial planner?

At Growth Financial we have a strong belief that with the specific skills and knowledge provided by professional financial planner you will have access to an incredible resource and professional advice in a wide range of different areas, including:

  • Cash flow and budgeting
  • Debt solutions
  • Investment
  • Protection and Insurances
  • Retirement
  • Superannuation
  • Estate planning
  • Accounting

 

At Growth Financial our number one priority is you and the financial goals you are seeking to meet. We understand that finding the right financial planner to suit your lifestyle and needs is crucial, which is why we always strive to provide the best and create long standing relationships between client and planner. Connect with the best financial planner Newcastle today.