Home / Our Team

The Coastal Advice Group Team

Meeting with a Financial Adviser is the first step to focusing on and understanding your financial situation, enabling you to start setting some goals to live the life you want.

Ideally, we will arrange for you to meet with an Adviser who has similar passions as well as the experience and expertise in the areas of advice you require support in. The benefit of this approach is that you can build a trusted relationship with your Advice Team and this will support you over time to achieve all of your financial and lifestyle goals.

About Us

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, professionals 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!):

The number of CAG Team Members

+300

The Combined Years of Experience of Our Advice Team

+2000

The number of clients we actively service

We are the standard

A partnership with Coastal Advice Group will provide an opportunity for you to experience the real lifelong value of sound financial advice.

At Coastal Advice Group, we embody the spirit of proactiveness, leading the way in innovation and constantly updating best practices to ensure your financial success. We understand that the financial landscape is ever evolving, and that’s why we stay ahead of the curve. We don’t just follow trends; we set them.

Your success is our priority

Our commitment to being at the forefront of financial advice excellence means that we’re always on the lookout for new opportunities, strategies, and technologies to better serve our clients. With Coastal Advice Group, you can trust that your financial future is in the hands of an experienced team dedicated to proactively innovating for your benefit, because your success is our priority.

The Value of Advice with Coastal Advice Group

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.

Scale and Experience

As a client of CAG, you can benefit from our size and stature as one of the leading financial advice organisations in Australia. 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 2,000 clients entrust us to deliver sound financial advice and support them to achieve their goals.

Investment Philosophy

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.

Insurance

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.

Technology

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.

CAG Advisory Board

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.

Our Team