Investment advice for the
future you want.

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Award-Winning
Excellence

4.9

Google rating from 300+ reviews

1:1

Personalised
service

Your investments should support the life you want to live.

Investing is about more than growing wealth. We design evidence-based investment strategies aligned with your goals, timeframe and comfort with risk, helping you make every dollar count towards the future you want.

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Smarter investing starts here.

Make every investment count

Investment advice combines evidence-based strategies with ongoing guidance to help you build wealth, manage risk and stay focused on the goals that matter most to you

Clear Direction

Build an investment strategy around your goals

Develop a personalised investment strategy based on your financial goals, investment timeframe and comfort with risk, so every investment supports the future you’re working towards.

Create a diversified investment portfolio

Build a diversified portfolio designed around your investment goals, timeframe and tolerance for risk, helping you grow your wealth over the long term.

Tax effectiveness

Invest using an evidence-based approach

Make informed investment decisions backed by long-term research, proven investment principles and the guidance of Coastal Advisory Australia’s experienced Investment Committee.

Invest at a level of risk that’s right for you

Understand how different investments align with your financial goals and comfort with risk, helping you make informed decisions through changing market conditions.

Long term growth

Keep your investment plan on track

Regular portfolio reviews help ensure your investment strategy continues to reflect your goals, changing circumstances and opportunities over time.

Start investing with purpose.

Follow three simple steps to build your investment plan.

Step 1

Book your complimentary Discovery Call

Choose a time that suits you and tell us a little about what you’d like support with.

Step 2

Book your Initial Meeting with an Adviser

Meet with our team in person or online to discuss your goals, priorities, and current financial position.

Step 3

Receive a personalised strategy

We’ll guide you through the right next steps with advice tailored to your circumstances and built around your goals.

Book a Call

No pressure. Just friendly conversation about your goals.

Helping Australians invest with
clarity and confidence.

14

Offices across
Australia

100+

Professionals and
financial advisers

5K+

Australians helped
achieve their goals

Investment advice tailored to your goals

Build an investment strategy around your goals

We take the time to understand your goals before developing an investment strategy tailored to your objectives, timeframe and comfort with risk.

Where you stand financially

Invest using an evidence-based philosophy

Our experienced Investment Committee helps guide disciplined, evidence-based investment decisions focused on long-term outcomes rather than short-term market movements.

Retirement financial plans

Create a diversified investment portfolio

Build a diversified portfolio aligned with your investment goals, timeframe and tolerance for risk.

Estate reviews and updates

Review your investments regularly

Ongoing portfolio reviews help ensure your investment strategy continues to support your changing goals and financial circumstances.

Trusted advice. Recognised excellence.

Winner

Winner

RI Advice Group 2021 Platinum Club

Winner

Winner

RI Advice Group 2021 Rising Star Award – Kristy Coulin

Winner

Winner

RI Advice Group 2020 Rising Star Award – Rosie Copp

Winner

Winner

Central Coast Local Business Awards 2020 Outstanding Professional Services – Company

Winner

Winner

IFA Excellence Awards 2022 Transformation of the Year – Company

Winner

Winner

Financial Standard Power 50 2022 50 Most Influential Advisers – Daniel Brown

As Featured in

Newcastle Herald

Customer Reviews On Google

★★★★★
4.9 stars 312 Google reviews

See why Australians trust Coastal Advisory Australia

★★★★★
I can’t recommend Rosie highly enough. She is a genuinely human, professional and thoughtful financial adviser who brings clarity and calm to what can otherwise feel like an overwhelming space. Her advice is tailored, insightful and grounded in a real understanding of my goals, values and life stage. I now feel I have a robust, well-structured financial plan that is truly designed for me – that will grow and adapt over time, support the fun and meaningful parts of my life, and still safeguard my future.

Anne

Central Coast, NSW

Google
★★★★★
We were clients of Calder Wealth prior to the amalgamation with Coastal Advisory Australia. We were extremely happy with our service and have continued to be so. Like others we were a little nervous about the change, but we had absolute trust in Liz, who have helped us so much over the years we assured nothing would change and nothing did. We have recommended to anyone who would benefit from the service. The assistance and advice we have received has been exemplary. Thank you.

Yasmine

Adelaide, SA

Google
★★★★★
We have been clients of Coastal Advisory Australia for several years, under the expert guidance of Rosie. Throughout our journey towards retirement, Rosie has been an outstanding financial adviser, consistently providing us with confidence and clarity. She is consistently approachable and patient, making the entire process seamless and straightforward. With Rosie’s insightful guidance, we feel well-prepared and secure in our financial plan and highly recommend her to anyone seeking reliable and trustworthy financial advice.

Antonina

Central Coast, NSW

Google
★★★★★
I have been a client of Coastal for more than 20 years and partnered with Matthew Simpson-Foster for nearly 15 years. Throughout this time, I have found Matthew to be exceptionally approachable and always willing to provide clear, thorough guidance on any query. I highly recommend partnering with Matthew and the Coastal Advisory team for expert superannuation management and comprehensive insurance solutions.

Gavin

Central Coast, NSW

Google
★★★★★
Kerryn Shaw has been our Advisor for nearly 7 years and we have always found her to be very helpful in assuring us in our transition from full time work to retirement. The initial hard work done by Kerryn now shows a clear pathway ahead with our finances, which we understand and can work with. More recently Kerryn also helped me navigate an application with MyGov and Centrelink, which made me achieve the goal without the stress previously associated with this.

Sally

Adelaide, SA

Google
★★★★★
Murray was professional, thorough, and took the time to understand our needs, ultimately arranging policies that were far better suited to our situation and saved us a considerable amount of money. During a later annual review, I mentioned that I had undergone cancer treatment the previous year. Murray recognised that this may qualify as a claim under my trauma policy and referred us to Jackie Munday who assisted us through the claims process. Within one to two months, the claim was approved and we are extremely grateful.

Tonaya

Coffs Harbour, NSW

Google
★★★★★
Five-star service from Tom Momsen and team. They provided excellent guidance on my superannuation and were incredibly thorough in structuring and obtaining our investment property mortgage for the best possible outcome. If you need a financial advisor who actually listens and delivers tailored strategies, the A-team at CAA are your guys.

Liam

Newcastle, NSW

Google
★★★★★
Rosie, was such an asset to me as I was going through the sale of my house and helping me to set up my retirement / pension fund. Rosie also discussed and guided me through the financial process to have my husband transferred from a nursing home. There is never an issue when I need to call for clarification on something regarding my finances. Rosie was a God send for me during my move and is still here for me when I require any clarifications.

Elena

Central Coast, NSW

Google
★★★★★
I mainly deal with Janelle Kirk although if she is unavailable others are quite willing to help. Janelle explains things in layman’s terms and has no problem spending the extra time until you understand. None of my questions are treated as unimportant.I can honestly say Janelle is my Super Women. She is knowledgeable and very good at her job. She also makes you feel like you are her only client. I highly recommend Janelle to handle you’re financial portfolio as she will get you great results.

Stacey

Newcastle, NSW

Google
★★★★★
We have been clients of Calder Wealth (now Coastal Advisory Australia) for 5 yrs, prior to and during retirement. Anthony has been a pleasure to work with and has provided us with excellent advice and financial guidance throughout this time. We would happily recommend Anthony and CAA to any potential new clients looking for professional financial advice.

Phillip

Adelaide, SA

Google
★★★★★
My husband and I recently required guidance with our finances to enable me to retire, and we met with Rhys Moller who gave us very thorough advise and was incredibly honest. I have since retired and am enjoying a much-needed rest and more time with family. Rhys is now looking after my retirement funds, and I can get on with enjoying this time with no worries. Thanks Rhys

Debbie

Newcastle, NSW

Google
★★★★★
From the very beginning, they made what felt like an overwhelming and stressful process feel clear, manageable, and genuinely supportive. They took the time to understand our personal situation, goals, and concerns, and I truly felt like they had our best interests at heart. You can tell they genuinely care about helping people improve their financial future, not just “doing a job.” Melanie and the entire team are extremely knowledgeable, trustworthy, and incredibly supportive, I would absolutely recommend Coastal.

Tahlia

Central Coast, NSW

Google
★★★★★
We highly recommend our Financial Advisor, Jacob Lo Cascio at Coastal Advisory. Jacob and Coastal have been looking after our financial affairs for a number of years now, and we are not only impressed by the performance of our Superannuation Pension accounts, but we also highly value Jacob’s personal attention, expertise and integrity. Jacob remaps our strategies each and every year. Thanks Jacob and Coastal for providing us with so much peace of mind, and the ability to get on with and enjoy our lives!

Peter

Newcastle, NSW

Google
★★★★★
My husband & I trust Trent Sanfead implicitly. Trent is a lovely man who creates a natural, relaxed, professional consultancy for us. He is our source of honesty, confidence, & peace of mind.

Myra

Perth, WA

Google
★★★★★
My wife and I have dealt with Ben Calder and Aaron Doig in regard to our financial planning and Superannuation for several years. I have found both of them competent and understanding of our financial situation. More recently we have been dealing more with Aaron due to the structural change in their company. Aaron has the patience of Job, the biblical character, and painstakingly goes over every aspect of our finances and retirement planning even if I have forgotten certain previous aspects of my portfolio.

Alexander

Adelaide, SA

Google
★★★★★
I HIGHLY recommend this financial advisory service. My wife and I have been with Coastal almost since they started. We have always received sound financial advice delivered in a prompt and professional manner. Even small questions between our regular meetings are addressed with respect. We are now in the phase of enjoying and benefiting from consistently working the plan together as we head into retirement. Thank you James and the whole team.

Lorne

Adelaide, SA

Google
★★★★★
Joshua Parrott was able to help my wife and I with investment advice as we down size our home and organise our income in retirement. We found Josh to be very professional , easy to talk to, prompt, and knowledgable in our dealing with him. I would recommend Josh to anyone looking for informed financial advice. Someone with integrity and is honest.

Gary

Melbourne, VIC

Google
★★★★★
Excellent service – I have been actively been with these guys for many years and whoever I have spoken to, I have always received the same quality service. However, I would give a special shout out to Jackie who has guided me through the Insurance policy world. Upon first chatting with Jackie about Insurance, I could tell she was extremely passionate about the financial planning industry with extensive knowledge (I am yet to ask a question that she can’t answer). Thankyou to Coastal Advisory for always providing exceptional service.

Lisa

Newcastle, NSW

Google
★★★★★
We have been long time clients of Coastal Advisory Australia through their acquisition of our previous financial advisor. Although a little concerning at the time we were assured that the level of service that we had been accustomed to would not change,and I’m very happy to say it hasn’t. The advice and recommendations we receive is and has been excellent. We would not hesitate in recommending CAA to anyone wanting or needing financial direction for wealth creation purposes, insurances and/or financial protection.

Steve

Port Macquarie, NSW

Google

Have questions? We’re here to help.

How do I know which investment strategy is right for me?

Your Financial Adviser will take the time to understand your goals, investment timeframe and comfort with risk before recommending an evidence-based investment strategy tailored to your circumstances.

How much investment risk should I take?

The right level of investment risk depends on your goals, timeframe and financial circumstances. We’ll help you find an investment approach that balances growth opportunities with a level of risk you’re comfortable with.

What is evidence-based investing?

Evidence-based investing uses long-term research and proven investment principles instead of reacting to short-term market movements. At Coastal Advisory Australia, this approach is supported by our experienced Investment Committee to help clients make disciplined, long-term investment decisions.

Can my investment strategy change over time?

Yes. As your goals, financial circumstances and priorities change, your investment strategy should be reviewed regularly to help ensure it continues to support your long-term objectives.

Can investment advice help me build long-term wealth?

Yes. A well-designed investment strategy helps you grow wealth over the long term while staying aligned with your goals, timeframe and tolerance for risk.

How do I get started with investment advice?

It starts with a conversation. We’ll take the time to understand your goals, answer your questions and recommend an investment strategy tailored to the future you want to build.

Let’s build the future you’re investing for.

Your investment journey starts here.

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