Coulson Financial Services is a privately owned financial planning practice based in Doncaster East, Victoria. Established in 1987 by Ken Coulson and joined by his son Rob Coulson in 1989, the firm specializes in financial planning, insurance services, and estate planning. With a strong client base in Bendigo managed by John Hecker, the firm has evolved to offer holistic advice across all strategies, catering to Self Managed Superannuation Funds and High Net Worth clients. Coulson Financial is dedicated to providing quality, personalized service to help clients create wealth, protect their families, and plan for retirement.
As a boutique firm, Coulson Financial prides itself on understanding clients’ financial needs and lifestyle objectives. The team of experienced financial planners works closely with clients to develop individually tailored financial plans aimed at creating wealth and ensuring financial security for the future. With a focus on ongoing support through regular reviews, the firm helps clients stay on track to meet their goals and objectives. Coulson Financial also offers tax-effective strategies, investment advice, and risk management services to help clients maximize their wealth creation and protect their financial wellbeing.
At Coulson Financial, the mission is to support clients, their families, and businesses through every stage of life by providing comprehensive financial planning services. The firm collaborates with other professionals to ensure clients have a network of supportive advisers to help them achieve their dreams. By tailoring financial plans to individual needs and goals, Coulson Financial aims to build long-term relationships with clients, guiding them towards a secure financial future and helping them navigate life’s financial challenges with confidence.