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Estate planning that helps protect your legacy.
Award-Winning
Excellence
4.9 
Google rating from 300+ reviews
1:1
Personalised
service
Estate planning is about protecting the people who matter most.
state planning is about more than preparing legal documents. We work alongside your solicitor to help coordinate your financial arrangements so your wishes are clearly understood and your loved ones have greater certainty when it matters most.
Planning beyond today.
Protect the legacy you’ve built
A well-considered estate plan helps bring together your financial arrangements and personal wishes, giving your family greater clarity and helping make difficult decisions easier in the future.
Give your loved ones greater certainty
Help ensure your wishes are clearly documented and understood, giving your family clarity and confidence when important decisions need to be made.
Coordinate your financial arrangements
Review beneficiary nominations, asset ownership and your broader financial strategy so every part of your plan works together.
Reduce stress during difficult times
A coordinated estate plan can help reduce unnecessary complexity and make financial decisions easier for your loved ones.
Work alongside your trusted professionals
We work closely with your solicitor and other trusted advisers so your financial strategy supports your legal estate planning arrangements.
Keep your estate plan up-to-date
Regular reviews help ensure your estate planning continues reflecting your wishes, family circumstances and financial priorities as life changes.
Start planning for the people who matter most.
Follow three simple steps to begin your estate planning journey.
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.
No pressure. Just friendly conversation about your goals.
Helping Australians make informed financial decisions with confidence.
14
Offices across
Australia
100+
Professionals and
financial advisers
5K+
Australians helped
achieve their goals
Estate planning advice tailored to your needs
Review your financial arrangements
We’ll review your financial arrangements and beneficiary nominations to help ensure they support your estate planning objectives.
Work alongside your solicitor
We collaborate with your solicitor so your financial strategy complements your legal estate planning documents.
Support your family and beneficiaries
Develop financial strategies that help make the transfer of wealth clearer and more straightforward for the people you care about.
Review your plan as life changes
Regular reviews help ensure your estate planning continues reflecting your wishes, family circumstances and financial goals.
Trusted advice. Recognised excellence.
Winner
RI Advice Group 2021 Platinum Club
Winner
RI Advice Group 2021 Rising Star Award – Kristy Coulin
Winner
RI Advice Group 2020 Rising Star Award – Rosie Copp
Winner
Central Coast Local Business Awards 2020 Outstanding Professional Services – Company
Winner
IFA Excellence Awards 2022 Transformation of the Year – Company
Winner
Financial Standard Power 50 2022 50 Most Influential Advisers – Daniel Brown
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See why Australians trust Coastal Advisory Australia
Anne
Central Coast, NSW
Yasmine
Adelaide, SA
Antonina
Central Coast, NSW
Gavin
Central Coast, NSW
Sally
Adelaide, SA
Tonaya
Coffs Harbour, NSW
Liam
Newcastle, NSW
Elena
Central Coast, NSW
Stacey
Newcastle, NSW
Phillip
Adelaide, SA
Debbie
Newcastle, NSW
Tahlia
Central Coast, NSW
Peter
Newcastle, NSW
Myra
Perth, WA
Alexander
Adelaide, SA
Lorne
Adelaide, SA
Gary
Melbourne, VIC
Lisa
Newcastle, NSW
Steve
Port Macquarie, NSW
Have questions? We’re here to help.
Why is estate planning important?
Estate planning helps ensure your wishes are clearly understood and your financial affairs are organised, giving your loved ones greater clarity and certainty when they need it most.
What does estate planning include?
Estate planning may include beneficiary nominations, asset ownership, Powers of Attorney and financial strategies that complement your legal estate planning documents.
Do I need both a Financial Adviser and a solicitor?
Yes. Your solicitor prepares the legal documents, while your Financial Adviser helps ensure your financial strategy supports your estate planning objectives. Together, they help ensure your financial strategy and legal arrangements work hand in hand.
When should I review my estate plan?
It’s a good idea to review your estate plan after major life events such as marriage, divorce, the birth of a child, significant financial changes or retirement.
Why should I review my beneficiary nominations?
Reviewing your beneficiary nominations helps ensure your super and other assets continue reflecting your wishes as your family and financial circumstances change.
How do I get started with estate planning?
It starts with a conversation. We’ll take the time to understand your goals, answer your questions and develop an estate planning strategy that complements your broader financial plan.
