Mick's ultimate sea change
Welcome to Coastal Advice Group
Coastal Advice Group offers award-winning financial advice solutions to help Australians live a life of possibility.
We have not only the expertise but the passion to assist individuals, families and retirees to unlock their financial futures by providing advice in areas including:
- Superannuation + Self-Managed Super Funds (SMSFs)
- Retirement Planning
- Wealth Management + Investment Advice
- Insurance Advice
- Aged Care
- Estate Planning
We began with one Newcastle-based office and a team of 3 back in 2016. Since then, we have been able to grow the business, bring on great people with the expertise to deliver the advice and run the business, invest in innovative technology, and scour the markets to identify world class investments based on evidence.
Coastal Advice Group now operates five offices reaching from Sydney to Ballina/Byron Bay.
Our amazing team of 48 members has hundreds of years of combined experience in the Finance Industry and continues to grow. We work under a set of clear beliefs and a focus on providing financial advice that is both affordable and high quality to our 1,500 clients.
Across the business, we have the ambitious growth plan to be known as one of Australia’s leading providers of financial planning advice, helping all our clients establish a future without limitation.
Why choose CAG?
Investing is more than just super and real estate. Today, we examine some of the…
The world will never run out of investment advice for Australians in different stages in…
For family, nothing is beyond reason. We especially want them to be well-taken care of,…
You may find yourself living a comfortable life today, but everything about life is fleeting.…
This year’s Federal Budget is an ‘election budget’ with a focus on alleviating cost of…
As soon as we enter the workforce, most of us spend the next several decades…
As Featured in
Vince & Joy
Matthew, Jesse, and the team at Coastal Advice Group have done a wonderful job restructuring our superannuation and investment accounts which we greatly appreciate.
They have certainly taken care of many things that we could never have done or even understood and taken the worry out of the whole situation.
We would highly recommend their services to anybody looking to achieve peace of mind with their wealth creation or retirement planning needs.
We met Daniel about 16 years ago. Financially, we didn’t think we were doing too badly; we had almost paid off our house but weren’t sure what to do next. Many professional people we spoke to told us we were doing alright and just keep doing that. We are fairly average workers and, if we had just continued on a saving path, we would still have a reasonable amount of money accumulated.