Lake Macquarie’s Leading Financial Advisers and Planners
Located in the picturesque Warners Bay, Coastal Advice Group Lake Macquarie is your trusted partner in navigating the complexities of financial planning. Our highly experienced team specialises in crafting tailored financial strategies designed to align with your unique circumstances and long-term objectives. We combine in-depth market knowledge, proven methodologies, and a client-first approach to help you achieve financial clarity and confidence now and into the future.
Working Hours
Monday – Friday: 9:00am – 5:00pm
Saturday – Sunday: Closed
Office Address
10/363 Hillsborough Road
WARNERS BAY NSW 2282
Our Services
Financial Advice Services available in Lake Macquarie
Your Trusted Partners in Financial Freedom
At Coastal Advice Group Lake Macquarie, we specialise in delivering personalised financial advice tailored to help you achieve your ideal lifestyle. We understand that every financial journey is unique, which is why our dedicated team takes the time to craft strategies designed to meet your short, medium, and long-term goals.
Whether you’re planning for retirement, growing your investments, managing superannuation, protecting your assets, or building a legacy, we’re here to guide you every step of the way. Our approach focuses on clarity, confidence, and care, ensuring all aspects of your financial well-being are expertly managed so you can focus on what truly matters—living your best life.
We are passionate about empowering our clients to take control of their financial future. With our expertise and support, you can enjoy peace of mind and the freedom to embrace the lifestyle you’ve always desired.
Let Coastal Advice Group Lake Macquarie help you create a brighter, more secure tomorrow.
Our Team
Meet the Coastal Advice Group (Lake Macquarie) team
Secure Your Today, Shape Your Tomorrow: Premium Financial Advice You Can Trust.
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