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Our Vision and Values

Our vision is to transform the perception of financial advice in Australia by making each and every client the hero in their own story.

In our role as trusted guide and adviser, we will enhance our clients’ lives with passionate leadership and growth-focused culture and in doing so, provide an opportunity for all Australians to establish a future without limitation.

We have an ambitious growth plan to be known as one of Australia’s leading providers of financial planning advice, helping our clients retire with financial peace of mind.

We have a strategy to integrate technology wherever possible and an expectation of being able to deliver Statements of Advice to our client in an industry-leading timeframe, whilst maintaining our very high level of compliance. Utilising technology also allows our team to focus on what is important – knowing our clients and supporting them to achieve their goals.

Coastal Advice Group’s priorities are to continue to deliver high quality advice and client service to maintain our excellent reputation and subsequently drive client referrals.

Culturally, we will always choose to be proactive, rather than reactive and we will always be prepared to take advantage of any opportunity that presents itself. “We don’t let hurdles and roadblocks impede our ability to achieve our goals and continue to grow.”

vision values
vision values
vision values

Our Values

Client First

100% of the Truth, 100% of the Time

No Limiting Beliefs