Services Offered
Retirement Planning
Personalized strategies to navigate superannuation and retirement goals, ensuring a secure financial future.
Insurance Advice
Expert guidance on insurance coverage to protect your family and assets, with support for claims and premiums.
Investment Strategies
Evidence-based investment planning to optimize returns and align with your financial objectives.
Superannuation Management
Comprehensive management of superannuation funds, including SMSF support and detailed explanations.
Financial Consultation
One-on-one consultations offering transparent, honest advice with clear fee structures and professional support.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
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3
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2
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1
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G
Geoffrey Reid
via Google
10 months ago
Trish and team are very professional, knowledgeable and friendly. Trish has helped us navigate through the retirement and superannuation minefield. We are so happy and grateful for her advice and would highly recommend her to my friends. Thanks again Trish for taking the time to clearly explain and set us up in the right financial direction. Keiron and Geoff
A
Amy Joubertvia Google
about 3 years ago
We found Nick through his excellent online reviews and we were not disappointed, despite having high expectations. Nick was warm, patient, methodical, clear and honest in his explanations, and transparent about his fees and commissions. Nick's recommendations were sound and he backed everything up with numbers and evidence (which is great if you want that detail). We have since referred other family members to Nick and they have been equally as impressed with his guidance. Thanks so much, Nick.
M
Matt Turnbullvia Google
over 4 years ago
Highly recommended, Coast Financial Planning - simplified our situation; Good value for our hard earned dollar! Happy to give our feedback, Thanks Nick and team, we were blown away with the professional service, we look forward to spending our time on the water instead of worrying about excessive insurance premiums; Happy with the support, happy with the results; Matt and Dee Turnbull - ex - SMSF directors!!
B
Barney Corkvia Google
over 4 years ago
We have had Nick as our long term financial adviser, and are absolutely amazed with the level of support, advice and direction that he provides us to ensure the best possible outcome for our financial future. We would highly recommend Nick to anyone for all their financial needs. He's wonderful to deal with and is professional at all levels. Thanks for everything you do for us.
A
Amber Howardvia Google
almost 7 years ago
Discussing our financial situation with Nick was made easy by his friendly and approachable nature. Nick's advice will ensure that our family is protected into the future, both with our insurance coverage and our Superannuation investments. Following a recent injury, Nick ensured we were paid appropriately to our claim. We highly recommend Nick for his honesty and dedication to his clients.
