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Coastal Advisory Australia - Newcastle
Asesoría financiera experta para un futuro seguro en Newcastle y más allá.
4.2(5 reseñas)
Insurance
$$$
Asesoría financiera experta para un futuro seguro en Newcastle y más allá.
Coastal Advisory Australia - Newcastle es una firma de asesoría financiera de confianza ubicada en The Junction, que ofrece servicios integrales de seguros, contabilidad y planificación financiera. El equipo, que incluye profesionales como Tom y Kristen Coulin, ofrece asesoramiento personalizado para ayudar a los clientes a afrontar cambios en la vida, la planificación de la jubilación y la gestión de patrimonio. Con un enfoque en la empatía y la profesionalidad, buscan construir relaciones a largo plazo y garantizar la seguridad financiera de las personas y las familias en el área de Newcastle.
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Creación de una hoja de ruta financiera integral, que incluye planificación de la jubilación, estrategias de inversión y gestión de patrimonio adaptadas a tus metas.
Revisión experta y asesoramiento sobre seguros de vida, cuentas de jubilación y otros productos de seguros para garantizar una cobertura y seguridad óptimas.
Apoyo contable profesional y planificación fiscal para optimizar tu estructura financiera y minimizar las obligaciones.
Estrategias personalizadas para construir y gestionar la riqueza a lo largo de tus años de jubilación, asegurando un futuro financiero seguro.
Asistencia para trasladar y gestionar inversiones entre plataformas, con una consideración cuidadosa de las implicaciones fiscales, como las ganancias de capital.
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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