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Coast Financial Planning is a locally owned business situated in the serene Northern Rivers region of NSW and Southern QLD. We specialise in delivering personalised solutions in Superannuation, Insurance Services, and wealth management to our valued clients.
Our commitment extends beyond just ensuring your family's financial security through our range of insurance offerings. We are dedicated to aiding you in the growth and effective management of your wealth. Our team provides comprehensive investment advice tailored precisely to your distinct objectives and comfort level with risk.
At Coast Financial Planning, we take pride in being more than mere advisors; we are your companions on the journey to financial success. We offer continuous support and expert guidance, empowering you to make well-informed decisions regarding your investments and future financial endeavors.
Whether your priority lies in securing your future through insurance or in cultivating your wealth through well-judged investments, our dedicated team is here to assist you at every step of the process.
Your peace of mind is a priority at Coast Financial Planning to guide you towards the financial future you deserve.
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.
We pull focus to solve problems as part of the bigger picture
We’re straightforward and realistic. We tell you what you need to hear, not what you want to know
We say what we do and do what we say
We uncomplicate people’s messy financial world
