PROTECT

“Providing peace of mind for the future”
Insurance is designed to help protect you and your family from financial hardship if a tragedy such as disability, injury or death were to occur. It’s important to devise strategies to protect your family as unforeseen events do happen and insurance can protect your family’s financial future.

INVEST

Investments can be as complex or as simple as you like; they can range from secure fixed interest products like a term deposit to higher risk/high return domestic or international equities through a managed fund. We will work with you to determine your risk profile and ascertain which asset classes are best suited to your investing profile.

CONSOLIDATE SUPER

Our aim at CoastGuard Financial Services is to help you enjoy your retirement years. While retirement may seem light years away, there are many strategies to consider and you should think how you will provide for your retirement sooner, rather than later.

REDUCE DEBT QUICKER

The key to future financial security is budgeting and establishing a regular savings plan. Together we can analyse your current situation and identify areas for improvement. We will also look at ways we can help to reduce your debt and create a budget planner for you. This will allow you to have more control and understanding of where you money goes.

“A beacon for your Wealth”

Located on the sunny Gold Coast, CoastGuard provides professional financial planning services in an easy to follow process. Our focus is on delivering exceptional financial advice through wealth creation and wealth protection strategies.

We all like the idea of growing and protecting our wealth, although many people do not have the expertise and knowledge to do so. Your financial affairs can be a complex issue and seeking financial advice will ensure you receive expert advice tailored to your needs.
At CoastGuard we believe that no two investors are alike; which is why we go out of our way to provide a truly personalised service, where we create a unique and innovative solution that reflects your needs and objectives, timeframe, risk tolerance and investment preferences.

Whatever your need, CoastGuard is happy to help.

What really distinguishes CoastGuard from the rest of the field is our strong commitment to client relationships. Our clients are generated through word of mouth, so our business is built on the premise of quality advice and mutual trust. Read more >

Testimonials

“I found very difficult to understand all the “ins and outs” about superannuation and I felt I needed to do something to ensure I had the best for what money I will be living from one day.”