Coast Financial Planning
24 Years
in Business
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About Us
Protecting Your Future, Today
- Local understanding local needs
- Free Insurance Review
- Family owned business
- Authorised representative of Centrepoint Alliance
- Personal - Caring - Professional
- General Info
To provide tailored, expert insurance solutions, ensuring peace of mind and financial security for North Coast communities.
Coast Financial Planning provides personal insurance and superannuation advice to customers on the North Coast of NSW, including Ballina, Lismore, Byron Bay, Lennox Head, Bangalow and surrounds. Owned and operated locally by Tricia Carter we offer the most personal service possible, with practical and easy to understand insurance solutions.
Coast Financial Planning is a family-owned, locally operated business that specialises in providing personal and professional life insurance and superannuation advice to the North Coast of NSW. Serving areas such as Ballina, Lismore, Byron Bay, Lennox Head, and Bangalow, we understand the unique needs of our clients and are committed to offering practical insurance solutions. As an authorised representative of Centrepoint Alliance, we ensure you receive the most comprehensive and personalised service available for your life insurance and superannuation needs.
At Coast Financial Planning, we focus on delivering simple, effective, and tailored financial advice. Whether you're looking for personal protection, business protection, or superannuation advice, our dedicated team is here to guide you through every step of the process. Our services include life insurance, trauma insurance, total and permanent disability insurance, and key person insurance, all designed to safeguard your future. We take the time to understand your specific situation, ensuring that you receive insurance solutions that suit your life stage and financial goals.
As part of our commitment to customer satisfaction, Coast Financial Planning offers a free insurance review, ensuring your current coverage still aligns with your needs. With a focus on family, we understand the importance of protecting your loved ones and assets. We also provide expertise in aged care planning, wealth management, retirement planning, and estate planning. Whether you're planning for the future or protecting your family's financial well-being, we offer the advice and guidance to help you make informed decisions about your life insurance and superannuation. Call us!
- Accreditations
AFSL No 449221- Email Business
- Extra Phones
- (02) 6687 6082
- Established
- 2002
- ABN
- 40 157 888 045
- ACN
- 157 888 045
- Service Notes
- Open Monday to Friday
- Other Links
- Category
- Licenses
- Legal ID: Authorised representative of Centrepoint Alliance
- Keywords
- Income protection, Insurance broker, Insurance broker ballina, Insurance broker bangalow, Insurance broker byron bay, Insurance broker lennox head, Insurance broker lismore, Insurance broker northern rivers, Key person insurance, Life insurance, Life insurance ballina, Need insurance, Personal insurance advice, Personal insurance advisor, Retirement Planning, Superannuation, Total and permanant disability insurance, Trauma insurance, Wealth Management, Aged Care Financial Planning, Business Protection Advice, Financial planner
FAQs
What insurance options do you offer?
We offer life insurance, trauma insurance, total & permanent disability insurance, key person insurance, and superannuation services.
Are your services suitable for businesses?
Yes, we provide business protection insurance options, including key person insurance and tailored financial advice for businesses.
What regions do you serve?
We serve clients across the North Coast of NSW, including Ballina, Lismore, Byron Bay, Lennox Head, Bangalow, and surrounding areas.
Can I get superannuation advice from you?
Yes, we offer superannuation advice to help you grow and manage your retirement savings effectively.
What qualifications does Trish, a financial planner at Coast Financial Planning, have?
Trish has been employed in the financial industry since 2012 and holds an Advanced Diploma of Financial Services, with extensive knowledge in superannuation and financial products.
How does Coast Financial Planning approach financial advice?
The firm has been providing wealth solutions in QLD for 30 years, offering professional advice and personalized plans to help clients achieve their financial goals, including retirement and estate planning.
How can I book an insurance review?
Contact us directly to schedule your free insurance review and discuss your life insurance needs and options.
What services does Coast Financial Planning offer?
Coast Financial Planning provides personalized Superannuation, Insurance Services, wealth management, investment advice, retirement planning, and estate planning.
How can I contact Coast Financial Planning by phone?
You can contact Coast Financial Planning on 0428 607 353.
Where is Coast Financial Planning located?
Coast Financial Planning is located at Unit 8 92 Tamar Street, Ballina, NSW 2478.
How can I email Coast Financial Planning?
You can email Coast Financial Planning at [email protected].
Does Coast Financial Planning have a website?
Yes. You can visit Coast Financial Planning online at https://www.coastfinancialplanning.com.au.
What are the opening hours for Coast Financial Planning?
The opening hours for Coast Financial Planning are Mon - Fri: 8:30 am - 4:30 pm.
What type of business is Coast Financial Planning?
Coast Financial Planning is listed under Financial Planning.