We have many years experience guiding clients with insurance in Coffs Harbour. With a bewildering choice of insurance products out there, we provide expert insurance advice to ensure you can make the right choice. After all, even the best Wealth Creation plans can be ruined without the correct insurance protection in place. In short, insurance is a way for you to provide for your family in the case of death, illness or injury.
During a free initial consultation, we will analyse what and how much insurance you need and provide a dynamic strategy of cover going forward. We understand that your insurance needs will change as your life circumstances change, so you should review your cover at least annually. Ultimately, if you’re not adequately protected then a significant event such as ill-health, injury or death can mean that emotionally traumatic times for your family are compounded by financial strain.
At Coastal Advice, we’re a family-friendly approachable firm of financial advice and retirement planning experts. We have a passion for helping clients navigate life’s potential financial pitfalls and instead, love seeing them reap the rewards that thorough, appropriate and smart financial advice can provide.
Coffs Coast Wealth Management Pty Limited t/a Coastal Advice ABN 82 153 980 388 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523.
Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.
© 2025 Coastal Advice All Rights Reserved | ADMIN
