Rhys Higgins

Crest Financial Services Pty Ltd

Bronze

18 Yrs Experience

Newcastle, NSW 2300

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Rhys' position as an adviser (and part-owner) allows him the opportunity to assist clients with their goals and help improve their financial situation. He has been in the financial industry for over 20 years, and continues to enjoy helping clients through challenging and exciting times in their lives.

He has achieved CFP® (Certified Financial Planner) status, has an ADFP (Advanced Diploma of Financial Planning) and holds specialist accreditation to provide SMSF, shares and gearing advice. He also holds professional memberships with the Financial Planning Association (FPA) and the Authorised Representatives Association (ARA).

He and his wife love bringing up their 4 boys (aged 7 to 13yo) in Newcastle, enjoying all the region and surrounds, has to offer.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Socially Responsible
Growing Assets
Budgeting

5.00 February 2024

Over the years, Rhys and the Crest team have helped me with all my accounting, Centrelink and financial planning needs. I would strongly recommend them to anyone in need of financial planning advice.

5.00 October 2023

We have been very grateful to be connected with Rhys. We value his advice and expertise and hope to be able to work with Rhys into the future.

4.75 October 2023

I have been receiving financial advice from Rhys Higgins at Crest Financial Services for more than five years. I trust Rhys, and would highly recommend him. Crest offers independent financial advice, which is what I was searching for. I find Rhys to be very easy to talk to, genuine, and honest. In the past, I've found some financial advisers to be a bit pushy. I did not find this at all with Crest. Rhys helped me with my financial planning during a very difficult time in my life, and continues to do so. I'm extremely grateful to Rhys and his team for looking after me and my family.

5.00 September 2023

Rhys goes above and beyond to make sure that all my goals are met and keeps me informed

5.00 September 2023

Easy to talk to. Clear in the management of our portfolio

Adviser status Bronze
Rating 4.98
Number of reviews 134
First year providing advice 2006
Years of experience 18
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English