About Us

Coastal Financial & Insurance Services is a locally owned and operated financial planning firm that provides our clients with professional advice and strategies in the following areas:

  • Financial Planning
  • Wealth Creation and Investments (including direct shares)
  • Superannuation and Self-Managed Superannuation Funds (SMSF’s)
  • Retirement Planning
  • Personal Insurances (including Life, Disability and Income Protection)
  • Leveraged (or Geared) Investment Strategies
  • Investment Portfolio and Strategy Reviews
  • Centrelink matters

In addition, we have put in place a number of strategic professional alliances to provide our clients with access to the following services:

  • Home and Investment Property Finance
  • Vehicle and Equipment Leasing/Finance
  • Business Insurances
  • Property Insurances

We are an Authorised Representative of Lifespan Financial Planning Pty Ltd (AFSL 229892). Lifespan is a privately owned and operated Australian financial services company that, like us, is not ultimately owned by or aligned with any bank, life insurance company or other financial institution – a rarity in today’s financial services market.

This means we are working for you.

So you can be assured that any advice we provide is in your best interests, not the interests of a large corporation. We also have access to an extensive range of investment, superannuation and insurance offerings and we truly believe that we are able to find the solutions that best suit each of our clients.

At Coastal Financial & Insurance Services, we put our clients FIRST.

Coastal Financial and Insurance Services

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.

Your first appointment is free.

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