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Coastal Advisory Australia - Newcastle
Fachkundige Finanzberatung für eine sichere Zukunft in Newcastle und darüber hinaus.
4.2(5 Bewertungen)
Insurance
$$$
Fachkundige Finanzberatung für eine sichere Zukunft in Newcastle und darüber hinaus.
Coastal Advisory Australia - Newcastle ist eine vertrauenswürdige Finanzberatungsfirma mit Sitz in The Junction und bietet umfassende Dienstleistungen in den Bereichen Versicherungen, Buchhaltung und Finanzplanung. Das Team, zu dem Fachleute wie Tom und Kristen Coulin gehören, bietet individuelle Beratung, um Kunden bei Lebensveränderungen, der Ruhestandsplanung und der Vermögensverwaltung zu unterstützen. Mit Fokus auf Empathie und Professionalität streben sie danach, langfristige Beziehungen aufzubauen und die finanzielle Sicherheit von Einzelpersonen und Familien in der Newcastle-Region zu gewährleisten.
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Umfassende Erstellung eines Finanzfahrplans, einschließlich Altersvorsorgeplanung, Anlagestrategien und Vermögensverwaltung, maßgeschneidert auf Ihre Ziele.
Fachkundige Prüfung und Beratung zu Lebensversicherung, Super-Konten und anderen Versicherungsprodukten, um eine optimale Absicherung und Sicherheit sicherzustellen.
Professionelle Buchhaltungsunterstützung und Steuerplanung, um Ihre Finanzstruktur zu optimieren und Verbindlichkeiten zu minimieren.
Personalisierte Strategien zum Vermögensaufbau und Vermögensmanagement im Ruhestand, um eine sichere finanzielle Zukunft zu gewährleisten.
Unterstützung beim plattformübergreifenden Verschieben und Verwalten von Investitionen, unter sorgfältiger Berücksichtigung steuerlicher Auswirkungen wie Kapitalgewinne.
Tom and the experts at Newcastle financial group have been exceptional with their guidance and knowledge. I’m grateful for their patience and understanding.
I recently needed some help with understanding my finances and getting some advice after an unfortunate loss in my family. I am very grateful that Tom and the team were sympathetic and very assistive in navigating it all
We were extremely disappointed with our experience at Newcastle Financial Planning Group. We first met with Tom in July 2024. We explained that we had previously had unfavourable experiences with financial planners and outlined our issues. We also let Tom know that our financial structure was quite complicated. He reassured us that he would work with us to help achieve our goals and was not concerned with the complexity. After our initial meeting we decided to move forward to the roadmap meeting, which occurred in September. At this point we agreed to continue with the process of having Tom draw up his statement of advice for us and paid our $3300 fee to him. By this stage I had provided a large amount of financial information and had also had a teams meeting with Tom and our accountant. Tom had been fully briefed on our financial situation. We attended the advice meeting in December where we were presented with a plan that resulted in us having a huge capital gains tax bill to simply move all of our investments from our current platform across to Tom's preferred platform. We pointed out that there was no real gain and a large expense to this plan. Tom agreed and the meeting ended with him stating he would review and present us with an alternative plan. We did not hear from Tom again until March, at which point he explained the firm had made some changes that no longer met with our original goals and plans. His underlying indication was that he could not be of assistance to us. When we responded with an email that we felt he was abandoning us and that we had not received what was promised for our $3300 we requested a refund. Tom's reply on the 12/3/25 was that he had not given up on us, he was looking at some other alternatives for us and that he would be in touch. We have not heard a thing since. If I could give Zero stars I would. Very unimpressed and would not recommend.
Kristen Coulin is a Lifesaver. Every now and again you need someone to turn to in a time of need and she was it. She came into our lives during a personal crisis and we put all of our financial concerns into her hands and she has gone above and beyond to take care of them. Kristy completely took control of our retirement needs and created a plan to build on current wealth throughout our retirement years. Kristy is absolutely indispensable, professional and compassionate. I cannot sing her praises enough. Again thank you so much Kristy and the team at Newcastle Financial Planning.
Tom reviewed our life insurance, super accounts, and overall financial position a few years ago and presented findings and options in a detailed report, which he then went through with us in person. Common sense adjustments were made and we are now reaping the financial rewards. He is always available to answer any of our questions, is super friendly, and we feel our financial future is in safe hands with Tom.
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