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.
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. Employed in the financial industry since 2012 and with an Advanced Diploma of Financial Services, Trish has an extensive background in industry and 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 more. Trish works closely with her clients, ensuring they feel in control and reassured of their financial position and financial journey.