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Testimonials

Discover What Our Clients Are Saying About Coastal Advice Group.

Tom H
Before meeting Matt I had no clue about where we stood financially. After taking the time to listen to our situation, goals and objectives, Matt and the team were able to provide my wife and I with a plan that has given us full clarity over our finances, and has us on track to reach our financial goals. Thanks guys!
Feb 12, 2024
Frances H
Kristy was very conscious of the huge decision we were making regarding our superanuation. After assessing our situation and listening to our concerns she carefully researched the best way forward for us. She explained every step towards achieving the proposed change and kept us well informed along the way. She is knowlegable, professional and caring and we would recommend her highly.
Feb 12, 2024
Securing Your Legacy: Why you need an Estate Plan
Joana H

Rosie listened to our needs and explained my mother's financial situation then made a plan which we are following. Her manner was very pleasant and supportive which is so important when dealing with older clients and their relatives who are often facing tough life decisions, such as selling and moving to supported living environments.

She answered questions until we felt satisfied and patiently corrected our misconceptions. Her services have made a huge difference to our decisions and we are very grateful. We felt greatly reassured by her manner and sensible guidance.

Her help was during the difficult starting phases of the Coronavirus and she truly went beyond the call of duty to help us. We are very glad to have found her and I would highly recommend her services.

Feb 12, 2024
Erik Bakker
When someone is dealing with your hard earned money you want someone who is honest and understands your goals. Tom is that person. He has proven to us over many years that, not only does he do the right thing, his advise is stellar and he can adapt to your goals. I urge anyone looking for a great financial advisor to give Tom a call.
Feb 12, 2024
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