Exceptional Advice. Extraordinary People.
Helping You Achieve Financial Freedom.
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?
Our Services
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