Honest. Effective. Tailored.

About Coastal Financial Advisers

Coastal Financial Advisers was established by 3 Sunshine Coast professionals, bringing to life their collective business vision. The key to our success is the value we place on our ongoing client relationships.

We make it our business to focus on what adds value to our clients, and deliver our advice solutions with honesty and authenticity. We have a deep understanding of the complexities of financial advice, and aim to break down these complexities for our clients, delivering solutions and positive outcomes in a concise and simple format. We believe our job is to connect the pieces of your puzzle together.

We will help alleviate your fears, minimise your frustrations and keep you on track so that you achieve your most important goals.

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What we do

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Wealth creation

Build financial security now to enjoy your lifestyle in the future

Retirement planning

Create strategies to help you maximise your retirement savings

Risk insurance

Ensure you’re financially secure with our wealth protection strategies

Self-managed superannuation funds

Provides you with control on how you invest your super benefits

Articles

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Successful Investor Secrets

The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style.

Testimonials

Customer satisfaction is our primary goal.

How we do it

Learn about the financial planning process, from your initial consultation through to preparing and implementing your financial plan, and conducting the regular reviews that will keep you on track