Estate Planning

Estate Planning

Estate planning is one of the most important things you can do for yourself and your family. It allows you to control how your assets will be distributed after you die, and can help reduce the taxes and other expenses that may be associated with your death. 

Estate planning is an important process that everyone should go through, regardless of their age or financial situation. It's a way to protect your assets and ensure that your loved ones are taken care of in the event of your death. 

There are many different aspects to estate planning, and the best way to approach it is to work with an experienced financial advisor. Coast Financial can help you create a comprehensive plan that takes into account your unique circumstances and goals.

We will work with you to develop a plan that includes things like asset protection, estate taxes, and beneficiary designations. We will also help you choose the right life insurance policy to make sure your loved ones are taken care of financially if you die. 

Estate planning is a complex process, but we will make it as easy as possible for you. We will provide you with all the information you need to make informed decisions, and we will be there to answer any questions you have along the way. Contact us today to get started. 

We understand that estate planning can be a complex and daunting task, but we are here to help you every step of the way. We will work with you to understand your assets and liabilities, and help you create a plan that meets your needs. 

If you have not started estate planning, or if you have questions about your existing plan, we encourage you to contact us today. We can help you create a plan that will give you peace of mind, and help ensure that your loved ones are taken care of after you are gone.

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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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