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Coast Financial Planning is a locally owned business situated in the serene Northern Rivers region of NSW and Southern QLD. We specialise in delivering personalised 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.
Your peace of mind is a priority at Coast Financial Planning to guide you towards the financial future you deserve.
As Coast Financial planning client base expanded so too did the Advisory team with additional interest and skills in SMSF and the much needed Aged care Advice. Each of the advisers has an extensive background in industry but the main priority is still client relationships and using their skills and knowledge to create meaningful plans for clients. We found reward in educating our clients and working with them so they had financial security and freedom. We thrive on the personal relationships we develop when partnering with clients to create financial plans that take into account each clients unique perception of what was important to them.
We make a real difference! We believe in working closely with our clients, taking the time to truly listen to their fears, lifestyle goals for their stage of life and planning for the future. While you are working, we use our knowledge and expertise to assist with tax planning and wealth protection using insurance strategies. This is the time to start on wealth creation and investment advice also. Then the ultimate goal of a financial freedom in retirement. We can create a plan that provides security and comfort for the future. We are always happy to answer any questions such as 'how, why and when', so that clients feel in control and reassured of their financial position and financial journey.
Back in 2012, Trish started her journey in the financial industry with one big goal: to make a real difference. Coming from a nursing background and through her own personal experiences, she saw just how much people’s lives could be shaped by their financial plans—or by not having one at all. She witnessed the comfort insurance can bring to a grieving family and learned that wealth isn’t about how much you earn, but what you do with what you earn.
With that in mind, Trish built a team of caring, knowledgeable professionals who share the same passion for helping people. As Coast Financial Planning grew, so did our expertise—adding services like SMSF and Aged Care Advice, because we know these areas matter more than ever.
What We Do
Our focus is simple: you. Every adviser on our team brings years of experience, but what really sets us apart is how much we value relationships. We take the time to understand what’s important to you and create plans that fit your life—not just your finances.
We love educating our clients and working together to build financial security and freedom. For us, the most rewarding part is seeing the confidence and peace of mind that comes from having a clear plan.
How We Help
We start by listening—your goals, your concerns, your dreams for the future. While you’re working, we help with tax planning, wealth protection, and insurance strategies, and we guide you on wealth creation and investment opportunities. Then, when it’s time to retire, we make sure you have the financial freedom and comfort you deserve.
We’re always here to answer your questions—big or small—because we want you to feel in control and confident every step of the way.
At Coast Financial Planning, we don’t just crunch numbers. We partner with you to create a future that feels secure, comfortable, and aligned with your goals. Let’s make a real difference together.
We pull focus to solve problems as part of the bigger picture
We’re straightforward and realistic. We tell you what you need to hear, not what you want to know
We say what we do and do what we say
We uncomplicate people’s messy financial world
