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There are many important considerations involved with managing your personal finances, many of which are anxiety-inducing and incredibly difficult to keep track of. Additionally, the finance industry is ever-changing along with our consistently evolving society and it can be impossible to stay up-to-date while working, running a business or even busy enjoying retirement. However, this can have significant consequences on your financial situation. That’s why reaching out to an experienced financial advice team such as Coastal Advice Group (CAG) will ensure that you are getting the most out of your money.
Coastal Advice Group is composed of a specialist team who are passionate about helping people unlock their financial futures and live a life of possibility. With extensive experience and knowledge in superannuation, self-managed super funds, retirement planning, wealth management, investment advice, insurance advice, aged care and estate planning they ensure that their clients are looked after and can confidently manage their money. CAG provides the certainty required when dealing with finances. They are backed by a strong, trusted licensee and have an exceptional market presence, giving you the peace of mind you need to know your money is in safe and capable hands.
Coastal Advice Group is set apart from other financial advice groups due to their dedication to stellar client service. Their experienced team takes the time to understand your goals and passions, and they work with you every step of the way providing personalised advice to make sure your goals are achieved. A convenient 24/7 booking system for new clients and existing clients, regular communication, frequent content surrounding current financial trends, and a specialist wealth protection team are just some aspects that CAG offer to go above and beyond to ensure your financial needs are met and exceeded.
Coastal Advice Group’s story began in 2016 when Newcastle Financial Planning Group was established by local entrepreneur and experienced financial adviser Daniel Brown. The business has flourished since then, having grown substantially in staff, revenue and stature leading it to launch its flagship brand, Coastal Advice Group. CAG has become one of the leading financial advice organisations in New South Wales with over 1,500 active clients. With additional successful practices at the Central Coast, Port Macquarie and Byron Bay as well as an online offer for their Sydney brand, their success is unparalleled throughout New South Wales. CAG employs 42 operations, advice and support staff, with their financial advisers having nearly 300 years of combined experience alone. There is no doubt that they have the expertise necessary to provide high quality personalised financial advice.
If you’re ready to plan for retirement, invest for the future, protect your wealth, or need holistic financial advice, contact Coastal Advice Group through their website or Facebook.
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