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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.
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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Coast Financial Planning, a small, family-owned business, Trish 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.
Trish knows the importance of protecting yourself and your loved ones against the unthinkable. Trish was a nurse specialising 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
Financial Advisor
Financial Advisor
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Office Manager
Administration Manager
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
