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In Lennox Head, our financial experts focus on designing personalised financial strategies that safeguard your future while helping you achieve your personal and financial aspirations.
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Coast Financial Planning, a deeply rooted family-owned business, specialises in delivering a comprehensive array of personalised Superannuation, Insurance Services, and wealth management solutions to clients in the serene Lennox Head area, part of the scenic Northern Rivers region of NSW.
We are dedicated to securing your family's financial future with our robust insurance options and are committed to helping you enhance and manage your wealth effectively. Our team provides detailed investment advice that is carefully tailored to meet your specific goals and adapt to your risk tolerance.
At Coast Financial Planning, we see ourselves as more than just your financial advisors; we are your partners in achieving financial prosperity. We offer continuous support and expert guidance, empowering you to make well-informed decisions about your investments and long-term financial plans.
Whether you are interested in fortifying your financial position with comprehensive insurance or eager to expand your assets through wise investments, our Lennox Head team is ready to support you at every step of your 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.
Employed in the financial industry since 2012 and holding an Advanced Diploma of Financial Services, Trish brings a wealth of knowledge in superannuation and financial products. Known for her attentive and personalised approach in Lennox Head, she dedicates herself to understanding your lifestyle and financial goals. Trish is always available to clarify any queries, providing you with the confidence and knowledge to make sound financial decisions.
Navigating the financial marketplace can be daunting, but with Coast Financial Planning, you have over 30 years of expertise at your disposal. Our team excels in creating financial strategies that cater to both your personal and professional financial planning needs, from aged care financial strategies to preparing for a fulfilling retirement.
Our Lennox Head office is your resource for expert financial advice tailored to your specific circumstances. Whether you’re planning for retirement, saving for a significant purchase, or building an emergency fund, our services are designed to help you achieve your financial goals. We provide comprehensive investment management, financial planning, and estate planning services customised to your needs.
