Central Coast Financial Planning Group - Erina, New South Wales

Address: 4 Karalta Ln, Erina NSW 2250, Australia.
Phone: 1300143510.
Website: centralcoastfpg.com.au
Specialties: Financial consultant, Financial planner, Investment service, Life insurance agency, Superannuation consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 31 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Central Coast Financial Planning Group

Central Coast Financial Planning Group 4 Karalta Ln, Erina NSW 2250, Australia

⏰ Open Hours of Central Coast Financial Planning Group

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

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Central Coast Financial Planning Group

Address: 4 Karalta Ln, Erina NSW 2250, Australia.

Phone: 1300143510.

Website: centralcoastfpg.com.au.

Specialties: Financial consultant, Financial planner, Investment service, Life insurance agency, Superannuation consultant.

Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointments recommended, Free parking lot, On-site parking.

Average opinion:

Based on 31 reviews on Google My Business, this company has an impressive average rating of 4.8/5, indicating a high level of satisfaction among clients.

Customers praise the excellent service and communication provided by the team, citing clear explanations and support throughout the process.

Many reviewers appreciate the expertise and professionalism of the team, particularly Rosie and Ben, who are highly commended for their exceptional service and guidance.

Overall, Central Coast Financial Planning Group is well-regarded for its reliable and trustworthy approach to financial planning, making it a popular choice for individuals and families in the region.

Characteristics and Benefits

As a financial planning firm, Central Coast Financial Planning Group offers a wide range of services, including financial consulting, planning, investment services, life insurance agency, and superannuation consulting.

The company's commitment to providing personalized and tailored advice has earned it a strong reputation for building long-term relationships with its clients.

Why Choose Central Coast Financial Planning Group

  • Expertise and professionalism
  • Clear explanations and support
  • Personalized and tailored advice
  • Reliable and trustworthy approach
  • Online and on-site services

Visit their Website

For more information about Central Coast Financial Planning Group and their services, please visit their website at centralcoastfpg.com.au.

Contact Them

Phone: 1300143510

Address: 4 Karalta Ln, Erina NSW 2250, Australia.

Website: centralcoastfpg.com.au

Hours of Operation: Not specified

Online appointments: Available

Wheelchair-accessible car park, seating, toilet: Yes

Appointments recommended: Yes

Free parking lot: Yes

Rating and Reviews

Average opinion: 4.8/5 (31 reviews)

Google My Business ratings

Trustpilot ratings

Facebook reviews

Specialties

Financial consultant

Financial planner

Investment service

Life insurance agency

Superannuation consultant

No reviews found for each specialty

Additional Information

This company has 31 reviews on Google My Business.

The company has an online presence and offers on-site services, making it convenient for clients to access their services.

The premises is wheelchair-accessible, with features such as a wheelchair-accessible car park, seating, toilet, and parking.

The company is open for online appointments and has a free parking lot on-site.

Appointments are recommended to ensure a smooth and efficient service.

Overall, Central Coast Financial Planning Group is a reputable and trustworthy financial planning firm that offers a wide range of services and expert advice.

The company's commitment to personalized and tailored advice has earned it a strong reputation in the community.

With its excellent service, expertise, and convenient location, Central Coast Financial Planning Group is an excellent choice for individuals and families seeking reliable financial planning solutions.

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  • Personalized planning
  • Reliable services

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👍 Reviews of Central Coast Financial Planning Group

Central Coast Financial Planning Group - Erina, New South Wales
Rachel L.
5/5

We are so happy with the service and help we received in setting up our finances. Fabulous team and great communication always. Everything was explained so that we understood everything which was really helpful. Rosie and Ben are the best!!

Thank you! Would highly recommend.

Central Coast Financial Planning Group - Erina, New South Wales
Terry H.
5/5

Rosie Copp has been our personal advisor since CCFPG took over our Superannuation. Rosie has been an amazing professional organiser of all aspects, especially the long term and benificeries to our accounts.
Rosie Copp is a thorough professional expert Financial Planner, her advice and support has been thoroughly appreciated.
I would highly recommend Rosie Copp, her Staff & CCFPG to any prospective clients.
Another year has passed and we are so very pleased with our congregations to Rosie & CCFPG. Congratulations well done & Thank you, Terry and Estelle.

Central Coast Financial Planning Group - Erina, New South Wales
Valerie S.
5/5

I find Rosie Copp 100% dedicated to giving the best advice for my future. She is knowledgeable, friendly and prepared to listen and answer questions and I feel completely at ease in her presence. When I am not up to travelling to Erina, she is willing to hold a phone meeting with me. Summing up - 5 stars for Rosie.

Central Coast Financial Planning Group - Erina, New South Wales
Gloria B.
5/5

I have had the pleasure of working with financial adviser Rosie Copp and I couldn't be happier!
Rosie consistently reviews my goals and risk tolerance to develop a personalised strategy that has impressive returns.
I am very grateful for Rosie’s expertise, guidance, and ongoing support which has given me complete peace of mind.
I highly recommend Rosie as a personable, trustworthy and highly skilled financial adviser.

Central Coast Financial Planning Group - Erina, New South Wales
Kath H.
5/5

We’ve loved working with Rosie Copp at CCFGP. She’s really given us great advice and helped secure our retirement financials.

Central Coast Financial Planning Group - Erina, New South Wales
Carolyn D.
5/5

Matthew has been looking after our SMSF and shares for the last couple of years. We have always found Matthew to have our best interests at heart and has always steered us in the right direction. We would have no hesitation in recommending Matthew to any further clients.

Central Coast Financial Planning Group - Erina, New South Wales
ann H.
5/5

Have been dealing with the group about 5 years for retirement planning and superannuation. Rosie has been patient and informative, listens to our concerns helping us to have investments tailored to our needs and specific wishes. She has enabled us to build on a solid foundation for our retirement and maintain growth of our investments for the future.

Central Coast Financial Planning Group - Erina, New South Wales
Debra C.
5/5

After nervously changing financial planners have been very pleased with the services offered to me and the personal consideration given to my situation. My current advisor at this company is Rosie Copp and I have nothing but praise for her planning and service on my behalf. Thank you very much for easing my financial concerns

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