My husband and I have used the services of Coastline Private Wealth since 2013. At the time our financials were in an absolute state of disarray. Alastair stepped into a mess and created order, certainty and helped us make some tough but necessary decisions to let go of bad investments in the past and move forward. He was a lifesaver. Today we are clear about our financial portfolio, both where we are currently at and where we want to be and we continue to use Alastair and Joel to achieve this.

Alastair and the team have a rare combination of great technical skills, superb customer service and interest in the people they provide services to. Our affairs are significantly more ordered as a result of their input. They create clarity and confidence. Alastair always does exactly what he says he will do promptly, which gives piece of mind that no loose ends exist. Thanks Team.

The team at coastline are great. They give excellent financial advice.

The staff at Coastline Private Wealth provide a very high level of expert service that is rare these days. I know that I can trust their guidance and rely on their support when it comes to managing my financial future, which gives me great peace of mind.

We have been with Coastline since August 2014, following a recommendation from friends. We have since recommended both family and friends to the Coastline team. Our association with Alastair and Joel has been totally positive and we feel so much more confident and comfortable with our financial situation. After encouragement from Alastair, we have also brought our estate planning up to date. We would not hesitate to continue to recommend Coastline Private Wealth to anyone looking for sound financial advice.

Relevant advice delivered by a knowledgeable team.

I have no hesitation recommending the team at Coastline to family, friends and colleagues. The team provide excellent service that have seen my portfolio grow during challenging global markets. I feel confident my short and long term financial goals are on track.

From income protection through to in depth mortgage structures, the team at Coastline are a valuable member of my property investment team.

Coastline are a cut above the rest. Their business model ensures that that customer is central, and ensures there is a high correlation between maximising the customers’ objectives, and realising their business objective.

Coastline Private Wealth have significantly assisted us to put our finances and transition to retirement plans firmly in place. The team approach has meant that as well as saving and planning for our future we are also ensuring that we enjoy the now too. Alastair gives us evidence based advice that gives us all the facts so we can make informed decisions together. Thank you.

I love having a team, who are ahead of the curve, looking after my future. It's a great team that I trust and enjoy being in partnership with. Many thanks Coastline Private Wealth.