WHY USE CREST

9 Reasons to Use Crest Simplify for Your Financial Needs

1. Crest Simplify provides wholistic management of your financial life. Traditionally, areas such as car insurance, life insurance, and health insurance are either done at the last minute without research, or, by third parties (brokers etc) who do not know the impact of their component on the whole picture.

2. Professional accounting advice available to establish the impact of any financial decisions. E.g., "If I invest in this product, what is the effect on my tax and therefore my net position?"

This consolidates the theory that a person’s accountant is their "centre of influence".

3. All services are performed by "brokers", therefore, the responsibility is always to the customer, and not the companies they sell for.

4. Crest Simplify provide online & offline enquiry process for customers.

5. Use of contemporary technology allows us to provide fast & accurate communication with clients, as well as reducing the time taken to process a client’s financial request. E.g. - Online mortgage applications.

6. Professional services firm that has been established in excess of 15 years, which provides personal service.

7. Able to cater for individuals as well as small to medium enterprises.

8. National network of affiliate partners for local servicing of customers.

9. Monthly electronic newsletter providing information on the complete range of financial products available in today’s marketplace, as well as relevant financial tips & tricks.