Getting ahead with your finances can be stressful and complicated.
We make it simple.
Achieving financial security creates so many more benefits than just a healthy bank account, such as:
At Coastal Advice Group, our vision is to provide an opportunity for all Australians to experience the real lifelong value of sound financial advice – which is why we created our Wealth Accelerator Program.
- With our 3-step Wealth Accelerator Program, you’ll receive the following:
- 3 x 45-minute Wealth Workshop Sessions
- Coaching and guidance from an experienced financial expert who will share their knowledge with you
- Analysis of 5 key areas of your finances
- Review of your biggest opportunities to save and make more money in 2023
- A customised Wealth Report
We understand that everybody’s situation is unique, which is why your Workshop Sessions are tailored to your key areas of concern. We can discuss key areas such as:
- Goal setting
- Cashflow options: Super vs Debt vs Investing
- Debt strategies
- Superannuation contributions
- Super account options: Index vs Personal vs SMSF
- Insurances: why, how, structure, ownership
- Investment options
- Taxation minimisation concepts
- Property investing
- Lending structures
- Savings
- Kids’ education
- Estate planning
From as little as $1,650 (incl. GST) you can remove money as a daily concern and get on track to living a richer life today.