.jpg)
See our 5-Star Reviews on
Our Northern Rivers and Gold Coast financial planners and advisors specialise in retirement planning and protecting your future.
.png)
Coast Financial Planning is a family-owned business with offices in Ballina, NSW and Robina, on the Gold Coast. We specialise in providing a complete range of personalised Superannuation, Insurance Services, Wealth Management and Aged Care Advice to our clients in the picturesque Northern Rivers region of NSW and Southern QLD.
In addition to safeguarding your family's financial security through our insurance offerings, we are committed to helping you grow and manage your wealth. Our team of advisors offer comprehensive investment advice tailored to your unique goals and circumstances. Our vast knowledge of financial products and strategies to create personalised plans using tax planning, wealth creation, investment advice, planning for retirement and insurances.
At Coast Financial Planning, we pride ourselves on being more than just advisors; we are your partners on the path to financial success. We provide ongoing support and guidance, empowering you to make informed decisions about your investments and future financial endeavours.
Whether you're seeking protection through insurance or looking to grow your wealth through prudent investments, our team is here to assist you every step of the way.
Starting in the financial industry in 2012 as an Adviser working on her own, Trish’s dream was to make a difference. Through her nursing career and through first hand personal experience, she saw peoples lives impacted by their plans or lack of. She witnessed what a difference insurance made to a grieving family. She also found that Wealth was not about how much you earned but what you did with what you earned.
As Coast Financial planning client base expanded so too did the Advisory team with additional interest and skills in SMSF and the much needed Aged care Advice. Each of the advisers has an extensive background in industry but the main priority is still client relationships and using their skills and knowledge to create meaningful plans for clients. We found reward in educating our clients and working with them so they had financial security and freedom. We thrive on the personal relationships we develop when partnering with clients to create financial plans that take into account each clients unique perception of what was important to them.
We make a real difference! We believe in working closely with our clients, taking the time to truly listen to their fears, lifestyle goals for their stage of life and planning for the future. While you are working, we use our knowledge and expertise to assist with tax planning and wealth protection using insurance strategies. This is the time to start on wealth creation and investment advice also. Then the ultimate goal of a financial freedom in retirement. We can create a plan that provides security and comfort for the future. We are always happy to answer any questions such as 'how, why and when', so that clients feel in control and reassured of their financial position and financial journey.
Are you exploring aged care options and feeling concerned about your finances? The read more to learn about the quality aged care advice we provide.
Wanting to take control of your destiny and futureto see how you can do this and how we can help.
Wanting to know which personal protection advice you need? Then read more to learn about the four main areas of protection to find the one that suits you.
Want to learn how to protect your business if something happens to you? Then read more to learn on what to do in the event of something happening to you or your partners.
Want to know how your Super works in a transparent and easily understandable way? Then read more to learn about the advice we provide.
Do you need help achieving your financial goals? Read more to find out how our financial advisors can assist you in managing your finances.
When it comes to financial advice, there are a lot of options out there. So how do you know who to trust? If you're looking for an expert financial firm that can help you make the best decisions for your money, Coast Financial have been providing wealth solutions in SE QLD and Northern NSW for 30 years. Our team of experts have a wealth of experience and knowledge in improving the financial position of clients who may be planning for aged care with private wealth creation strategies and planning for retirement. If you want us to assist you in improving your personal and business financial position.
We're here to help you navigate the financial world with professional advice, and we'll work with you to develop a personalised plan that fits your unique needs. Whether you're looking to save for retirement, a new home, or a rainy day fund, we can help you reach your goals. We offer a wide range of services, including investment management, financial planning, and estate planning. And we're always happy to answer any questions you may have.
