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 and Estate Planning.
We began with one Newcastle-based office and a team of 3 back in 2016. Since then, we have achieved some great numbers (and not just for our clients!):
- 5: the number of locations we are based
- 42: the number of CAG Team Members
- +300: the combined years of experience of our Advice Team
- +1,500: the number of clients we actively service
A partnership with Coastal Advice Group will provide an opportunity for you to experience the real lifelong value of sound financial advice.
Wondering why you should become a client of Coastal Advice Group? Read on to learn what sets us above the rest plus some of the many benefits our clients enjoy.
As a client of CAG, you can benefit from our size and stature as one of the leading financial advice organisations in NSW. We are a growing team that continues to invest time in innovation, as well as developing the way our advice is delivered.
However, you can also have peace of mind that our entire team is passionate about delivering truly personalised financial solutions and providing the highest level of customer experience to make every one of our clients feel confident while we guide them on their financial journey.
Currently, over 1,500 clients entrust us to deliver sound financial advice and support them to achieve their goals.
Employing evidence-based investing, we have been scouring the markets to identify world-class investments and competitive account solutions that are to be used as standard best-practice in our business.
Our highly skilled Wealth Protection Team of four with over 50 years combined insurance experience who are on hand to assist you with all insurance matters and will support you from application through to claim.
We consistently make use of new technology to ensure the client experience is efficient, seamless, and enjoyable.
Our business was one of the first in the country to adopt Wealth Central – an interactive and real-time platform which provides comparative analysis and financial modelling to enable you to confidently make informed decisions for your future.
Our board of representative clients provide feedback on how we engage and communicate. We want our clients to be heard, feel part of our journey, and know that we are focused on providing the best financial advice service in Australia.