We trace our roots back to 1982, when Richard Smart started Cycle Crest Capital Consulting, a tax and accounting firm.
The mission was to maximize the financial well-being of anyone who entrusted him with their financial affairs. Cycle Crest Capital Consulting built its business upon that philosophy and goal.
During the late 1990s, many clients had financial situations that were becoming more complex. As a trusted advisor, Cycle Crest Capital Consulting was increasingly approached for financial advice that was unrelated to taxes or accounting. Cycle Crest Capital was born out of those clients' needs.
In 1998, Cycle Crest Capital was founded in order to provide comprehensive financial planning and objective investment advice. Certified Financial Planners (CFPs) were brought onto the team to serve our client's financial planning needs.
Since its inception, Cycle Crest Capital has flourished in numerous avenues:
Since 1998 we have built a company that has helped to make a difference to people's lives.
Cycle Crest Capital was officially formed on November 11th 1998 by four colleagues who had worked together with Richard Smart at Cycle Crest Capital Consulting, a tax and accounting firm. They chose the name "Cycle Crest Capital" as it embodied the aspirational culture of what they hoped to achieve, one of combined wisdom, teamwork and collective expertise.
This year marked our decision to focus entirely on financial planning and objective investment advice. Prior to this we had worked in a number of different sectors, but this focus gave us the opportunity to explore our true potential in providing services that could make a real difference to people's lives.
Our office in Toowoomba were unexpectedly sold to a new owner so we had to set about finding a new home. As we continued to grow our staff, later that year we moved into our current office space in Brisbane.
On November 11th 2018, we celebrated our 20th birthday. We are proud to be where we are today and proud to celebrate 20 years of teamwork. We are a boutique firm and we thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well.
Cycle Crest Capital is widely recognized for its excellent service, client dedication and community commitment.
Today, we continue to offer both comprehensive financial planning and objective investment advice.
View Our Services
