CF
Coast Financial Planning
Expert financial guidance for a secure future on the Gold Coast.
5
Financial Advisor
$$$
Expert financial guidance for a secure future on the Gold Coast.
Coast Financial Planning provides professional financial advisory services in Robina, QLD, helping clients navigate superannuation, retirement planning, insurance, and investments. The team, including Nick and Trish, offers personalized, transparent advice backed by evidence and numbers, ensuring clients achieve peace of mind and optimal financial outcomes. With a focus on value and support, they simplify complex financial situations for individuals and families.
No photos available
Personalized strategies to navigate superannuation and retirement goals, ensuring a secure financial future.
Expert guidance on insurance coverage to protect your family and assets, with support for claims and premiums.
Evidence-based investment planning to optimize returns and align with your financial objectives.
Comprehensive management of superannuation funds, including SMSF support and detailed explanations.
One-on-one consultations offering transparent, honest advice with clear fee structures and professional support.
Claim Coast Financial Planning to update business info, respond to reviews, and access analytics.
Overall rating
Geoffrey Reid
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
Amy Joubert
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.
Matt Turnbull
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!!
Barney Cork
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.
Amber Howard
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.
