ADVICE

guidance and navigation

Navigating is the process of monitoring and controlling the movement from one place to another.

Our role is to assist you in navigating the complex world of financial services in a language you can easily understand to enable you to make informed decisions along the way.

knowledge and research

Bringing qualified, experienced specialists together to advise you on the many financial aspects you will encounter through life: from buying your first home to retirement.

With access to extensive research resources you can be rest assured our advice is thoroughly researched and tailored to your circumstances.

peace of mind partnerships

Working in partnership also means that your commitment to your Financial Roadmap is as important as the advice we provide.

Our role in many cases is to act as an objective sounding board that is solely working in your best interest. We believe in making sure we are accessible and providing proactive advice.

We break down our advice into 3 distinct areas which we consider to be inter-related. Each area plays a pivotal role in providing you with the best probability of reaching your goals, while mitigating risk on the journey.

Within each area we have developed a comprehensive checklist that we systematically work through and prioritise where we commence based on your individual circumstances. In today's dynamic and complex world we believe in dedicated specialists that work together to ensure you get the best advice and timely implementation.

solutions we offer

Wealth

Investment Management
Superannuation
Transition to Retirement
Retirement Planning
SMSF's
Direct Shares

Health

Income Protection Insurance
Life Insurance
Total Permanent Disability Insurance
Trauma Insurance
Estate Planning
Business Insurance

Wellbeing

Keep you on track to financial independence
Tax Planning
Cash Flow Modelling
Help to define and reach your aspirational goals
Debt Management
Government Entitlements

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.

Ken & Chris

Best thing I ever did was to ask Coastline to help us with our wealth planning, they have a great depth of knowledge and communicate in a way that is easy to understand.

Grant

The team at Coastline have assisted us to understand and drive our financial, insurance and estate management.

Mark & Bev

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.

Roshan & Lorren

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.

Graham & Ros

We have worked with Coastline PW for a number of years now and during that time they have proven to have our best interests at heart. I have confidently recommended their services to a number of colleagues who now also are using Coastlines services. Thanks Joel and Alastair - we feel happy to have our financial affairs in good order.

Ray & Nola

Alastair and his wealth creation team add value to every conversation and genuinely care about our financial future ...we trust Coastline to take care of our financial wellbeing.

Leonie & David

We have been with Coastline Private Wealth (CPW) since 2012, with Alastair and Joel guiding us through some very challenging times. We are in a great financial position because of the interest and care they have taken throughout our time with them. We would highly recommend CPW to anyone.

Matt & Kylie

Relevant advice delivered by a knowledgeable team.

Phil & Mary

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.

Andrew

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.

Mike & Donna

Since engaging Coastline Private Wealth to manage my financial affairs I have attained complete peace of mind about the management of my portfolio and the ongoing personalised advice given to me on a regular basis.. On the basis of results alone, I would have no hesitation in recommending the services of Coastline Private Wealth.

Bill

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