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About Us

Who we are

CoastGuard Financial Services is a privately owned financial services company based on the Gold Coast. We are a financial planning firm dedicated to delivering successful wealth creation, wealth protection, retirement and investment solutions to our clients throughout Australia.

CoastGuard is a Corporate Authorised Representative (331195) of Capstone Financial Planning Pty Ltd AFSL / ACL No. 223135.  For more information on Capstone Financial Planning refer to their website www.capstonefp.com.au, call 1300 306 900, fax (03) 8622 0799.
 

 

Corporate Sustainability

At CoastGuard we are committed to integrating sustainability, thinking and actions into every aspects of our organisation.  We participate in a number of environmentally friendly practices which include the use of recycled paper, minimisation of energy use, and carbon emission offsetting for work related travel where possible. We have built a business where we can operate on a paperless system

 
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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.”