Financial Planning

When it comes to your finances, it’s been said that the average Australian spends more time planning their holiday than planning for a secure financial future. Yet it’s been proven that having a financial plan in place at any age can help you secure your financial independence, give you peace of mind, and ensure you are free to enjoy a long and rewarding future.

Regardless of where you are in life, there is little doubt that the right advice can make a real difference, setting you down the path of future financial prosperity and security.

But no one’s circumstances are exactly the same, and what is important to one, may not be of interest to another. That’s why determining the right financial path for you and your family and putting in place the best strategy and choice of solutions to meet your current and future needs can be a daunting task. Today more than ever, with interest rates at an almost all time low, local and global markets undergoing constant periods of uncertainty, and in an environment of continued legislative change, access to up-to-the-minute, professional advice has never been more important.

That is why Coastal Financial and Insurance Services has developed a series of financial planning and advice services to help you through life’s events.

Scaled advice – or “event” advice – allows you to access cost effective financial advice specific to what’s most important to you right now.

Comprehensive advice – takes a holistic view of your world and delivers financial advice tailored to your individual needs and objectives to assist in securing your financial future.

The actual advice we provide can take many different forms, ranging from the supply of simple information to assist you with your deliberations, right through to comprehensive, complex long-term strategies that involve ongoing service arrangements and regular portfolio reviews.

Your initial consultation

At your initial no-obligation, consultation, your Coastal Financial and Insurance Services financial adviser will assess your current financial position and gain an understanding about you, your priorities, and your savings or retirement goals. We’ll answer any questions you have and discuss the next steps to create a tailored plan to help you reach your financial goals sooner.

We can also assist with a review of any current financial plans you may have in place as a result of alternate advice from another institution or organisation.

So get started today, and contact us to organise your free, no obligation discussion about your financial future. Greater peace of mind is only a phone call away.

Higher Education Loan Program (HELP) Debts

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.