Robert Hayward

Crest Wealth

Platinum
13 Yrs Experience
Broadbeach Waters, QLD 4218
Having worked in the customer service and financial industry now for 18 years it was great to get my start in Financial Planning 12 years ago as I completed my Professional Degree in Financial Planning  so I could combine my service skills and knowledge to improve or better someone's position. With so many now approaching or entering retirement I have developed a keen passion to help those enter retirement with more of their hard earned and government entitlements to allow them to get into retirement sooner or more comfortably. Not to forget those still accumulating and taking on large debts, I enjoy the challenge to help develop a suitable plan to tackle these debts, build wealth and protect ones way of life. My customers value the time, care and communication I put into working with them on acheiving their goals and objectives. Check in with me on 0401 352 041 or rh@crestwealth.com.au  I have the required Educational standards and completed FASEA Ethical examination requirement.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 11
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualifications
    • Bachelor of Commerce
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Crest Wealth

4 Miami Key
Broadbeach Waters, QLD 4218

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.95
11 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Robert has always been avaliable via phone or email anytime regardless of having set appointments for my queries and financial issues. He's able to explain in simple terms how my transition to retirement, superannuation, insurances and taxes can benefit me to obtain my retirement goals and build my superannuation. I have much confidence in his advice, always have and really appreciate his concern for my financial welfare. Very approachable, pleasant young man, doing a great job."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has always been a fantastic financial adviser and is very knowledgeable in the products available on the market. He is always just a phone call or email away and no issue is too big or small. He explains everything in a way that is easy to understand. He gets to know you, your family, your lifestyle and hobbies so when you want something he is there with answers on how to achieve it. I would confidently refer him to my family and friends without hesitation. I give him 10 out of 10 in all areas that we have needed him. A top adviser and a top guy to boot"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has been an excellent adviser in giving me advice in what to do with my superannuation fund. His options were clear and understandable. He has always been available when I asked him a question by phone or when I wanted to meet with him personally."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Everything was clearly set out and easy to understand. All the possible outcomes were fully covered, with regard to future market trends."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert was very professional and explained everything in a way my husband and I could confidently deal with our super and investments. His wealth of knowledge was outstanding and we would not hesitate referring other clients in his direction. Thank you Robert, we appreciated your time and effort and appreciated you taking the time to ensure we understood your advice and expertise."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob is a very patient and understanding advisor who in my case is only too willing to explain things time and time again to me in very simple terms. I have been with Rob for quite a number of years and when he informed me that he was moving to a new company I had no hesitation in saying 'Take me with you'. I have all the confidence and trust in Rob and know that his knowledge and experience in his job is invaluable to me."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has been my financial adviser for many years and has assisted me with moving from working to retiring by maximising my superannuation options. Robert is one of the most genuine, honest, professional people I have known. He has a very down to earth nature and makes you fell welcome every time you meet with him. He is always on the other end of a phone call, text message or email. It is very refreshing to do business with such an honest, helpful, caring individual. Roberts professionalisms is outstanding."

  • Superannuation
  • Retirement & Pension
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have been very happy and confident having Robert as our financial advisor in our retirement for many years. We appreciate his knowledge and advice in ensuring our pension and way of life are maintained."

  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob has been my financial adviser for the past three years and during that time he has provided me with exceptional advice during my transition to retirement. Rob has an ability to clearly explain complicated financial transactions and I am very confident that he has fully researched the various investments options he has discussed with me. Rob is very prompt to respond to any query I might have and I’m always left feeling the matter has been dealt with to my entire satisfaction. I look forward to working with Rob for many years to come."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has provided me with advice for a number of years. Thanks to this advice, when I suffered an illness I had absolute piece of mind that my financial situation was protected. He has gone above and beyond his role to ensure that myself and family was placed in the best possible financial situation now and in the future. I have complete confidence in Roberts advice and he always explain this to me in a clear way."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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