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Coast Financial Planning, a small, family-owned business, offers a complete range of personalised Superannuation, Insurance Services, and wealth management to clients in the stunning Ocean Shores area, part of the broader Northern Rivers region of NSW.
We are dedicated to protecting your family's financial security with our comprehensive insurance options and are committed to assisting you in growing and managing your wealth. Our team provides detailed investment advice tailored to your unique goals and risk tolerance.
At Coast Financial Planning, we see ourselves as more than just your advisors; we are your partners on the journey 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 looking for robust insurance coverage or aiming to enhance your wealth through wise investments, our Ocean Shores team is here to support you at every step of the way.
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.
Since 2012, Trish, equipped with an Advanced Diploma of Financial Services, has gained extensive knowledge in both industry-specific and personal superannuation, along with a deep understanding of the various financial products available today, including tax planning, wealth creation, and investment advice. Her work in retirement planning and personal insurance has made her a vital resource for her clients. Trish is committed to the Ocean Shores community, actively listening to their lifestyle and future financial needs and always available to answer any questions to ensure clients are in control and reassured of their financial journey.
In the crowded field of financial advisory services, finding a trusted advisor can be challenging. Coast Financial Planning has been providing effective wealth solutions in NSW for 30 years. Our team brings a wealth of experience and expertise in enhancing the financial positions of our clients, including those planning for aged care with private wealth creation strategies and preparing for retirement.
We are here to guide you through the complexities of 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 aiming to save for retirement, a new home, or a rainy day fund, we can help you achieve your financial goals. Our Ocean Shores office offers a wide range of services, including investment management, financial planning, and estate planning, and we're always ready to answer any questions you may have.
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