Book a Call

Prepare with top-shelf accounting & business growth advice

Book a Call
Find an Office

Award-Winning
Excellence

4.9

Google rating from 300+ reviews

1:1

Personalised
service

Specialising in accounting, tax and business

For more than 25 years Coastal Accounting Australia has been helping individuals, investors and businesses navigate every aspect of accounting, taxation and financial management. From income tax and capital gains obligations through to business structuring, compliance and strategic advice, our comprehensive suite of services is designed to support clients through every stage of their financial journey.

Contact Our Accounting Team Right arrow

Comprehensive Tax Expertise

Making sure you’re completely compliant with the latest tax legislation, while also ensuring no opportunity is missed to improve your financial position, can be a complex and nuanced exercise. At Coastal Accounting, we make it our business to understand Australian taxation legislation inside and out, so you can feel confident your affairs are being managed correctly and strategically.

Business Growth

Cutting-Edge Cloud Technology

The best way to make tax, reporting and bookkeeping simpler is to embrace cloud-based accounting technology such as Xero, QuickBooks and MYOB. As Australian businesses increasingly move toward digital record keeping, Coastal has remained at the forefront of cloud accounting, helping clients streamline administration, improve visibility and make better business decisions.

Tax effectiveness

Industry-Leading Report Accuracy

With Coastal Accounting Australia managing your accounting and reporting requirements, you can have confidence every aspect of your financial records is being maintained accurately and compliantly. As a registered tax agent, we also work proactively with the ATO on your behalf and help ensure reporting obligations are met efficiently.

Super fund review

Highly Cost-Effective & Scalable

Whether you’re a sole trader, growing business or established enterprise, Coastal Accounting’s services are designed to scale alongside your needs. Using modern accounting systems and streamlined processes, we deliver practical accounting and taxation solutions that remain efficient, accessible and cost-effective as your business evolves.

How to Get Started

A simple three-step process to access practical accounting advice tailored to your needs.

Step 1

Book your complimentary Discovery Call

Tell us about your accounting or business needs and choose a time that works for you.

Step 2

Meet with one of our accountants

We’ll take the time to understand your circumstances, answer your questions and discuss the right accounting solutions.

Step 3

Receive practical accounting advice

We’ll provide tailored recommendations and ongoing support to help you stay compliant and achieve your financial goals.

Book a Call

No pressure. Just a conversation about your accounting needs.

We help individuals and businesses make informed financial decisions through practical accounting, taxation and business advisory services.

Plan everything. Regret nothing.

14

Offices across
Australia

100+

Professionals and
financial advisers

5K+

Australians helped
achieve their goals

Accounting services
to support every stage of your financial journey

Business structure

Business Accounting

Accounting solutions that help keep your business compliant, organised and positioned for sustainable growth.

Business Advisory

Strategic advice on business structure, profitability, cash flow and succession planning.

Tax effectiveness

Tax Strategy

Proactive tax planning to help manage obligations, reduce tax liabilities and plan ahead with confidence.

Tax-efficient strategies

Personal Tax Returns

Individual tax return preparation tailored to your personal circumstances and financial goals.

Commercial lending

Bookkeeping & Payroll

Cloud-based bookkeeping and payroll solutions that simplify compliance and improve day-to-day efficiency.

Borrowing power

Financial statements

Preparation of financial statements and reports that provide clear insights into your business performance.

Compliance

BAS & compliance

Support with BAS lodgements, statutory reporting and ATO obligations to help keep your business compliant.

Cloud Accounting

Modern cloud accounting solutions that streamline record keeping, reporting and business operations.

Trusted. Recognised. Recommended.

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

Got questions? We have the answers.

What accounting services do you offer?

We provide accounting, taxation, business advisory, bookkeeping, payroll, personal tax returns, financial reporting and compliance services for individuals and businesses.

Do I need a Chartered Accountant?

A Chartered Accountant has completed additional professional training and meets recognised industry standards, giving you confidence that you’re receiving qualified, up-to-date advice.

Can you help with tax planning?

Yes. We provide proactive tax planning to help manage your obligations, reduce tax liabilities where appropriate and plan ahead with confidence.

Do you work with business owners?

Absolutely. We support businesses with accounting, cash flow management, business advisory, tax planning, financial reporting and succession planning.

Can you help with bookkeeping and payroll?

Yes. We can implement and manage cloud-based bookkeeping and payroll solutions that simplify compliance and keep your business running efficiently.

Do you prepare personal tax returns?

Yes. We prepare personal tax returns for employees, sole traders, investors and individuals with more complex tax affairs.

Expert Accounting Advice, Tailored to Your Goals

Whether you need support with tax, business accounting, bookkeeping or strategic advice, our experienced accountants are here to help you make confident financial decisions.

Book a CallRight arrow
Speak with Our Accounting Team