Australians have never been so wealthy, however only a fraction are making the absolute most of it. Our job is to change that.

If you are navigating the confusing and emotional journey of Aged Care services for a loved one, don’t try struggling though on your own, I highly recommend speaking to Kellie Seymour at Coastal Advisory.

Kellie is a wealth of knowledge, she is compassionate, professional and extremely helpful. She took the worry away for me and gave me simple to understand options so I knew that financially we had taken into consideration my loved one’s best interests. It was an enormous relief at a very difficult time. Her ongoing follow up has also been invaluable in taking one thing off my plate so that I can concentrate on the care of my loved one. Thank you Kellie!

I recently needed some help with understanding my finances and getting some advice after an unfortunate loss in my family. I am very grateful that Tom and the team were sympathetic and very assistive in navigating it all

Kristy Coulin is a Lifesaver. Every now and again you need someone to turn to in a time of need and she was it. She came into our lives during a personal crisis and we put all of our financial concerns into her hands and she has gone above and beyond to take care of them. Kristy completely took control of our retirement needs and created a plan to build on current wealth throughout our retirement years. Kristy is absolutely indispensable, professional and compassionate. I cannot sing her praises enough!

I have had Janelle Kirk for the last 4 years and Janelle has done a fantastic job looking after my investment. I would recommend Janelle to look after your Financial Planning.