Coast Financial Planning is a locally owned business situated in the serene Northern Rivers region of NSW and southern QLD. We specialize in delivering personalized solutions in Superannuation, Insurance Services, and wealth management to our valued clients.
Our commitment extends beyond just ensuring your family's financial security through our range of insurance offerings. We are dedicated to aiding you in the growth and effective management of your wealth. Our team provides comprehensive investment advice tailored precisely to your distinct objectives and comfort level with risk.
At Coast Financial Planning, we take pride in being more than mere advisors; we are your companions on the journey to financial success. We offer continuous support and expert guidance, empowering you to make well-informed decisions regarding your investments and future financial endeavors.
Whether your priority lies in securing your future through insurance or in cultivating your wealth through well-judged investments, our dedicated team is here to assist you at every step of the process.
Interested in knowing more? Your peace of mind is a priority at Coast Financial Planning to guide you towards the financial future you deserve.
Coast Financial Planning, a small, family-owned business, Trish specializes in providing a complete range of personalized Superannuation, Insurance Services, wealth management to clients in the picturesque Northern Rivers region of NSW and southern QLD.
Trish knows the importance of protecting yourself and your loved ones against the unthinkable. Trish was a nurse specializing in midwifery for around 30+ years. She knows the importance of protecting yourself and your loved ones against the unthinkable. Trish’s background in the medical field has help her guide clients secure the financial future they deserve.
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.
Financial Advisor / Managing Director
Para Planner and Office Manager
"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."