Your ‘Super’ fund or Superannuation in Coffs Harbour is potentially the largest asset you will have in the future. With great advice and planning from Coastal Advice, we’ll help you maximise your Super’s growth whilst ensuring its security.
Superannuation is one of Australia’s most tax effective ways of investing to accumulate wealth for retirement. Moreover, because your Super benefits from tax concessions and government benefits, it’s one of the best long-term investment vehicles you can choose.
The Coastal Advice team is well qualified to offer sound superannuation advice to provide you with an effective superannuation plan. We’ll help you to take advantage of the various concessions available to superannuation investments and cut through the often confusing and complex superannuation legislation.
The best way to understand how much Super you will need, and how to best manage the money for your retirement; simply call our friendly team today. We’ll take you through all the options, including fees and insurances, and together we’ll create an effective plan for your future Super Fund.
• Development of definable retirement goals in line with your future lifestyle expectations
• Advice in regards to existing funds and established funds
• Consolidation of superannuation funds to provide ease of tracking and reduce overall fees
• Selection of investment options, including a full Superannuation Investment Plan
• Review and recommendations of insurance solutions
• Recommendation around salary sacrifice and non-concessional contributions to superannuation for asset protection, tax optimisation and wealth building.
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.
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
