.jpg)
Coast Financial Planning offers specialised Superannuation, Insurance Services, and wealth management to clients across the scenic expanse of the Northern Rivers. Our family-owned firm is dedicated to enhancing your financial stability and growth with tailored solutions that meet the distinct needs of this dynamic coastal area.
Our advisors provide bespoke investment advice aligned with your personal goals and risk tolerance. We see ourselves as more than just your financial advisors; we are partners committed to your financial success. We offer continuous support and guidance, empowering you to make well-informed decisions about your investments and financial plans.
Whether you are seeking robust insurance coverage or looking to grow your wealth through strategic investments, our Northern Rivers team is ready to assist you at every turn.
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.
Trish has been active in the financial industry since 2012, holding an Advanced Diploma of Financial Services. Her extensive experience encompasses superannuation, tax planning, wealth creation, investment advice, and retirement planning. With a client-centred approach, Trish is known for her dedication to the residents of the Northern Rivers, ensuring that each client feels confident and well-informed about their financial decisions.
Choosing a financial advisor you can trust is essential. Coast Financial Planning has over three decades of experience providing reliable wealth solutions in NSW. Our team is skilled in devising personalised financial plans that cater to both personal and corporate financial needs, including strategies for aged care and comprehensive retirement planning.
Our office in the Northern Rivers region is committed to providing you with expert financial guidance that matches your unique lifestyle and goals. Whether you aim to prepare for retirement, invest in a new home, or build a safety net, our comprehensive range of services is designed to help you achieve your financial aspirations. We specialise in investment management, financial planning, and estate planning, always ready to answer any queries you might have.
.png)
