What drives our passion
In April 2019 I embarked on a journey that would change the direction of my life. 3 months earlier I flippantly booked a trip with my partner to Nepal and climb to Annapurna Base Camp, the 10th highest peak in the world. What I didn’t realise at the time was that I was about to start one of most arduous treks in my life, one that would teach me lessons about myself, expectations, my views on life and humility. I can easily say that there was a pre-Nepal and post-Nepal version of me. There’s a picture of me on the left having reached base camp, ecstatic, tired but also vastly wiser. The ups and downs and I endured during this trek taught what was most important to me: Connection
Not just any type, but a real Connection with my friends, family, team and my clients. It was a huge shift in my mindset which led me to re-brand to my former mortgage broking company to what you see here – Crestmount Capital.
It is my aim to treat every single client with the utmost importance and provide the best service they will ever receive. My goal and my company’s mission:
“To make your financial life purposeful and profitable.”
Namaste and Thank You
Charles Nee, Director
Our clients are family. You will never be looked at like another number.
Resolve to target problems from every angle, to find the best outcomes.
Ability to find creative and unique solutions to complicated situations.
Consistently look for opportunities to add value for our clients.
Charles began in the banking industry in 1999 and has a strong knowledge of all aspects of finance including Commercial, Development, SMSF and Residential Lending. Always a creative problem solver, Charles is passionate about helping people achieve financial success by specialising in property development and acquiring profitable assets.
A positive mindset is at the heart of what Lynette does. Lynette is persistent and analytical, and provides an unparalleled communication to her clients to assist them achieve their financial goals. “Whatever your journey, I will be by your side as your advocate, because it is your happiness as you progress into new life endeavours that drives me.“
At Crestmount Capital Danny is responsible for nurturing new and existing relationships with international clients from Asia and local Asian community. Utilising his strong work ethic and, ability to analyse risks in projects and finance, he strives to cater the right investment to different clients. Danny believes in driving results for his clients by having a clear understanding of their financial goals and helping them achieve the best possible return on their portfolio.