Retirement Planning

Retirement Planning

When it comes to retirement planning, there are a lot of things to consider. How much money do you need to have saved? When do you want to retire? What kind of lifestyle do you want in retirement? 

Coast Financial Planning can help you answer all of these questions and more. We are a team of experienced financial planners who can help you create a retirement plan that is tailored to your specific needs and goals. 

We believe that retirement planning is not a one-size-fits-all proposition. We take the time to get to know you and your unique circumstances. We then work with you to create a retirement plan that is specifically designed for you.

We can help you answer questions like:

  • How much money do you need to have saved for retirement?
  • When do you want to retire?
  • What kind of lifestyle do you want in retirement?
  • How can you make your retirement savings last?
  • What are the best ways to generate income in retirement?
  • What are the tax implications of retirement planning?
  • What are the estate planning considerations for retirement?

We understand that retirement planning can be complex. We are here to help you every step of the way. We will provide you with the information and resources you need to make informed decisions about your retirement. 

Coast Financial Planning can help you plan for your future by helping you set financial goals and by providing you with a roadmap to reach those goals. We can also help you plan for retirement so that you can enjoy your golden years. 

We can help you create a retirement plan that will give you the peace of mind of knowing that you are on track to achieve your retirement goals. Contact us today to learn more about how we can help you with your retirement planning.

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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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