About Coast Financial Planning

About Us

It took a family tragedy to make Nick Barnett vow to make a difference as a financial planner. He knows firsthand the importance of educating people on the critical issue of protecting your family against the unthinkable and offers clear direction to help clients secure the financial future they deserve.

Employed in the financial industry since 1992, and with an Advanced Diploma in Financial Services, Nick has an extensive background in industry and personal superannuation as well as a vast knowledge of all the financial products in today’s marketplace. He works closely with his clients and takes the time to truly listen to their needs, both now and in the future, and is always available to answer any questions on the ‘how, why and when’ so that they feel in control and reassured of their financial plan and position.

When a family tragedy struck Nick Barnett’s family, leaving his sister suddenly widowed at 30, with two-year-old twin boys to raise and no money to fall back on due to having let their insurances lapse, this heartache left a strong imprint. Although only 17 at the time, Nick vowed to help make a difference in the lives of others to ensure they didn’t face the same struggle – such as losing the family home – at an already incredibly stressful time. Most importantly, Nick wanted to educate people to know the importance of protecting their family against the unthinkable and be able to give financial direction to help secure a brighter future.

Employed in the financial industry since 1992, and with an Advanced Diploma in Financial Services, Nick has an extensive background in industry and personal superannuation, as well as a clear understanding of the pros and cons of all the financial products available today. He works closely with his clients and takes the time to truly listen to their needs, both now and in the future, and keeps them well informed every step of the way to ensure they understand the entire process.

Offering advice on personal and business insurance protection and superannuation strategies, Nick works hard to ensure the best outcome possible for Coast Financial Planning clients. He is always available to answer any questions on the ‘how, why and when’ so that clients feel in control and reassured of their financial plan and position.

Interested in knowing more? Your peace of mind is a priority at Coast Financial Planning to guide you towards the financial future you deserve.

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Our Advisors

Advisor 1

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Advisor 2

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Our Values

Holistic

We pull focus to solve problems as part of the bigger picture

Honesty

We’re straightforward and realistic. We tell you what you need to hear, not what you want to know

Integrity

We say what we do and do what we say

Simplicity

We uncomplicate people’s messy financial world

CLIENT STORIES

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."

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