The New Standard in Financial Advice

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?

Trusted

From Sydney all the way to Byron Bay, individuals all across NSW trust Coastal Advice Group with their financial future. You can rest assured knowing you’re in safe hands.

OUR TEAM

Experienced

Our team of advisers has decades of collective experience in financial planning to support couples, families, professionals and retirees achieve the lifestyle they seek, simplifying the burden of managing your financial affairs.

ABOUT US

Knowledgeable

Our financial advisers specialise in a broad range of financial services to bring you a comprehensive, personalised financial plan to help you experience financial freedom.

OUR SERVICES

Our Services

Retirement Planning Advice

Most people dream of their first day of retirement – however, only 44% of Australians over age 40 feel prepared for retirement.

Find out how our team of Newcastle-based Financial Advisers can work with you to ensure you are retirement ready and can focus on enjoying the wealth you have accumulated and lifestyle you desire.

Wealth Creation + Investment Advice

Whether you are an experienced investor looking to expand your wealth or a novice who is interested in taking the first steps towards building a portfolio, learn how our experienced Financial Advice team can develop a tailored strategy based on your financial goals, risk tolerance, investment time frame and circumstances.

Insurance Advice

There’s no ‘one-size-fits-all approach to selecting insurance policies. A tailored combination of insurance can provide peace of mind for you and your family if a claim ever needs to be made.

Find out how you can arrange suitable insurance cover to keep your family, assets and income protected.

Awards and Recognitions

As Featured in

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