Financial Advice
in Coffs Harbour

Our Services

Superannuation

Your ‘Super’ or Superannuation fund is potentially the largest asset you will have in the future. With great advice from Coastal Advice, we’ll help you maximise your Super’s growth whilst ensuring its security.

Wealth Creation

Wealth creation means investing in your future. With expert advice, and a clear strategy, we can guide you towards healthy returns and an efficient structure.

Self-Managed Super

For some people, it feels great to have full control and flexibility with their Super. We can advise you on investments and strategies but also ensure that you maintain compliance with the regulations.

Retirement Planning

We’re experts at putting a plan in place ready for your retirement. Remember, it’s never too early to start planning for the kind of retirement you desire. We’ll help put a detailed strategy together so you can see exactly what you need to do now to relax during your retirement.

Insurance

With a bewildering choice of insurance products out there, we provide expert insurance advice to ensure you can make the right choice. Insurance is a way for you to provide for your family in the case of death, illness or injury.

Aged Care

We aim to provide accurate advice on Aged Care that provides clarity and, importantly, relieves stress. Our experienced advisors will give advice that can be relied on both technically and legally. In essence, we provide a comprehensive plan going forward that includes everything from how to save money, how benefits will be affected, and how to manage your money.

Smart financial advice and financial planning in Coffs Harbour.

At Coastal Advice, we’re a family-friendly approachable firm of financial advice and financial planning experts. We have a passion for helping clients navigate life’s potential financial pitfalls and instead, seeing them reap the rewards that thorough, appropriate and smart financial advice can provide.