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, specialises 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

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

"Can't thank Trish and her team enough for the amazing advice and support they gave me when I was going through a very difficult time this year. Trish certainly is very knowledgeable and her communication and efficiency were very much appreciated. I highly recommend their services. They are to be congratulated on providing amazing service and support. Truly a wonderful team."

"Tricia has always been very open and honest regarding all our insurance needs – she has helped us to find the best packages for our business and personal needs and always tailor made anything to suit our circumstances.She also ensures she has all information necessary to ensure we are comfortable and understand exactly what we have signed up for. When we needed to make a claim Tricia organized everything for us and the experience was easy and fast – which was much appreciated. It can be pretty mind boggling but nothing is too much for Tricia and she explains everything thoroughly, all in all we recommend Tricia for her experience, honesty and integrity."

Contact Us Today!

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