Professional financial advice tailor made for you

We provide financial solutions and investment recommendations that give you the competence and confidence to make smart decisions with your money.
Book a Meeting
Your first appointment is free.

Financial Planning

Set yourself down the path of future financial prosperity and security.
Financial Planning

Superannuation

Advice on how to maximise the value of your super in the years ahead.
Superannuation

Personal Insurance

Find a personal protection plan that best meets your current situation.
Personal Insurance

Self-Managed Super Funds

Discover the advantages, costs and responsibilities associated with a SMSF.
Self-Managed Super Funds

Investments

Explore investment options suitable to your current and future financial needs.
Investments

Retirement

Assess your current financial situation and understand your retirement goals.
Retirement

Estate Planning

Better understand your options to ensure that your estate is distributed correctly.
Estate Planning

Mortgages and Lending

Access to some of the country’s leading lenders at highly competitive rates.
Mortgages and Lending

Why should you choose us?

Expert advice you can trust

All of our financial advisors are all fully accredited, experienced and professionally trained to the current regulatory standards.

Tailor made financial advice

We understand everyones financial situation is unique and will work with you to find the best products to fit your current and future financial goals.

Complimentary first appointment

Your first appointment is completely free. We take this opportunity to meet with you, understand your financial needs and make sure we are good fit for you.
What types of advice can we provide?
  • Nstrategies to help you achieve your financial goals
  • Nplans to protect your family, income and wealth
  • Nspecific investment and product recommendations
  • Nprojections of your wealth's potential growth
  • Ncomparisons to other relevant products
  • Nalternative strategies
  • Ntransparent information about product and advice fees

What matters most to you

At Coastal Financial and Insurance Services, our advisers can provide you with a complete set of financial solutions and investment recommendations to better ensure your financial security.

Our team of professional financial advisers are committed to developing wealth creation and wealth protection strategies for personal investors, business people and self-managed super funds alike.

The real value of advice goes beyond a simple product recommendation. A quality financial adviser works closely with clients providing them with the competence and confidence to make smart decisions with their money.

What we can do

Not unlike having a fitness coach, a financial adviser can work with you to help you understand and articulate your needs, personal priorities and the effects your financial decisions can have on your ability to achieve your life goals.

Contact us today and we’ll put you in touch with an adviser best qualified to address your needs, both now and into the future.

Book a Meeting
Your first appointment is free.

Real testimonials from our clients

Peter & Terry

We are extremely fortunate to have found Paul, as our investments and retirement income has increased dramatically. Most important to us and anyone reading this is that Paul is extremely honest and straightforward.

Robert

Paul Mercer of Coastal Financial & Insurance Services has been my financial advisor for the past 8 years.I always receive regular reports on the progress of my investments and my withdrawals are completed within 24 hours.

Boris & Erika

We have been with Coastal Financial and Insurance since 2016. In this period Paul has handled our entire retirement monies. Being self funded retirees we are happy with Paul’s performance and handling of our funds.

How to get started

Get in touch

Enquire with us today by completing our contact form so we can understand your goals. We will be in touch to arrange your first complementary appointment.

Time Required Time required: 2 minutes to complete the form

Meet with our advisor

In your first complementary meeting, we’ll discuss your current financial position, future goals and provide an overview of our services.

Time Required Time required: up to 1 hour for your appointment

Financial Plan

We will create your tailored plan based on our initial meeting and present our recommendations to you for review and further discussion.

Time Required Time required: 2 to 4 weeks after first meeting

Ready to get started?

Book an appointment with our financial advisor
Fill out our contact form so we can understand your goals and arrange a free consultation.

Book a Meeting
Your first appointment is free.

Speak with us directly
Call us on (02) 6583 6178 from Monday to Friday, 9am to 5pm.

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