Financial Advisor Gold Coast

We help you achieve the financial and lifestyle goals you deserve.

Our Gold Coast financial planners and advisors specialise in retirement planning and protecting your future.

About us

Gold Coast's Trusted Financial Advisor

Coast Financial Planning, a small, family-owned business, specializes in providing a complete range of personalised Superannuation, Insurance Services, wealth management to clients in the picturesque Northern Rivers region of NSW and southern QLD.

In addition to safeguarding your family's financial security through our insurance offerings, we are committed to helping you grow and manage your wealth. Our team offers comprehensive investment advice tailored to your unique goals and risk tolerance.

At Coast Financial Planning, we pride ourselves on being more than just advisors; we are your partners on the path to financial success. We provide ongoing support and guidance, empowering you to make informed decisions about your investments and future financial endeavours.

Whether you're seeking protection through insurance or looking to grow your wealth through prudent investments, our team is here to assist you every step of the way

Certified Financial Planner

Employed in the financial industry since 2012 and with an Advanced Diploma of Financial Services, Trish has an extensive background in industry and personal superannuation as well as a vast knowledge of all the financial products in today's marketplace including tax planning, wealth creation, investment advice, planning for retirement and personal insurances. She works closely with her clients and takes the time to truly listen to their lifestyle and future financial needs. Always available to answer any questions, Trish is always happy to answer any financial planner questions such as 'how, why and when', so that clients feel in control and reassured of their financial position and financial journey.

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Aged Care Planners

Are you exploring aged care options and feeling concerned about your finances? The read more to learn about the quality aged care advice we provide.

Self Managed Super Fund Advice

Wanting to take control of your destiny and futureto see how you can do this and how we can help.

Personal Protection Advice

Wanting to know which personal protection advice you need? Then read more to learn about the four main areas of protection to find the one that suits you.

Business Protection Advice

Want to learn how to protect your business if something happens to you? Then read more to learn on what to do in the event of something happening to you or your partners.

Superannuation Advice

Want to know how your Super works in a transparent and easily understandable way? Then read more to learn about the advice we provide.

Wealth Management

Do you need help achieving your financial goals? Read more to find out how our financial advisors can assist you in managing your finances.

Retirement Planning

Retirement planning can be complex with all that needs to be considered. Learn how our experienced financial planners can create the right retirement plan for you.

Estate Planning

Estate planning is an important process that everyone should go though. Read more to learn how we work with you to protect your assets in the event of your death.

Gold Coast's Trusted Financial Advisor

When it comes to financial advice, there are a lot of options out there. So how do you know who to trust? If you're looking for an expert financial firm that can help you make the best decisions for your money, Coast Financial have been providing wealth solutions in QLD for 30 years. Our team of experts has a wealth of experience and knowledge in improving the financial position of clients who may be planning for aged care with private wealth creation strategies and planning for retirement. If you want us to assist you in improving your personal and business financial position.

Specialist Financial Advisor Gold Coast

We're here to help you navigate the financial world with professional advice, and we'll work with you to develop a personalised plan that fits your unique needs. Whether you're looking to save for retirement, a new home, or a rainy day fund, we can help you reach your goals. We offer a wide range of services, including investment management, financial planning, and estate planning. And we're always happy to answer any questions you may have.


What Our Clients Say

"From our first meeting Nick made us aware of our financial potential, helped us to set goals and take the right stepts towards making our goals a reality. His support and advice has been invaluable to our family. We would be happy to recomment Nick because he goes above and beyond to ensure you have the correct information and advice to move farward financially."

"Nick has helped us to consolidate our various superannuation accounts into one place. He has also reviewed our Life, TPD & income protection insurance and advised us on the types and levels of cover required. We have found that advice and service excellent and when we did have to make claim on income protection Nick took care of all communication with the insurer which made the process less stressful than it otherwise might have been. I am no expert in the world of financial advice and do not have a lot of experience with other advisors in Hervey Bay but i can honestly say that i have found the advice, support & service to be excellent and for those reasons I am happy to recommend Nick to anybody who is looking for a professional to assist them in this area."

Contact Us Today!

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