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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Rhys Higgins

    To: Rhys Higgins
    From: Jeff

    "I am very grateful for the service, kindness and attention to detail."

  • Rhys Higgins

    To: Rhys Higgins
    From: Philip

    "I have been very happy with the service provided by Crest Financial Services. Rhys has been my adviser for over 4 years and has helped me set up and manage a transition to retirement strategy that su..."

  • Rhys Higgins

    To: Rhys Higgins
    From: Rob

    "Rhys has helped me to locate and consolidate my supers and invest them for the long term. I really value the education and ongoing service provided by Rhys and the team at Crest."

  • Dean Van Zyl

    To: Dean Van Zyl
    From: Andre

    "Dean delivers balanced quality advice that is relevant in my "best interests" as a client. Communication with Dean enables me to convey my financial goals and objectives to be achieved in the future."

  • David Nelson

    To: David Nelson
    From: Ross and Jill

    "Wished we had met David many years earlier. Thankful that we have had David during this retirement Phase. Great."

  • Philippa Walters

    To: Philippa Walters
    From: Barb

    "I have found her to be honest, reliable and very understanding of life's challenges as I move from my working life into pension life with a small investment package. Barb 4680"

  • Philippa Walters

    To: Philippa Walters
    From: Craig

    "Philippa is the best investment choice i have ever made! Very professional, knowledgeable, consise and straight to the point. Nothing as ever been to much trouble. Exactly what anybody would ever want..."

  • Aaron Mcinnes

    To: Aaron Mcinnes
    From: RICHARD

    "Aaron is a highly professional, extremely helpful and understanding advisor. Would highly recommend him."

  • Sean Birch

    To: Sean Birch
    From: ALAN

    "Sean is always easy to understand and the advice he gives regarding superannuation is excellent. His attention to detail and follow up is fantastic. I would recommend his services."

  • Stuart Copeland

    To: Stuart Copeland
    From: neil

    "Very easy to deal with, knowledgeable but makes everything simple. Nothing too much trouble and always available."

  • Chris Black

    To: Chris Black
    From: Bryan

    "Chris is very positive and clear with his advice on finance, has always been there to help along the way to our retirement."

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