Coast Financial Planning - Robina, Queensland

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Coast Financial Planning: A Comprehensive Overview

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Coast Financial Planning is a respected financial consultancy dedicated to providing personalized and comprehensive financial advice to individuals and families. Located in Robina, Queensland, Australia, the firm operates from City Pods, 9/249 Scottsdale Dr, Robina QLD 4226. Clients can readily contact them via telephone at 423903052 or through their user-friendly website: coastfinancialplanning.com.au. The firm’s specialization centers around acting as a financial consultant, assisting clients with a diverse range of financial planning needs.

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Location and Accessibility

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Coast Financial Planning’s physical address is strategically situated at City Pods, 9/249 Scottsdale Dr, Robina QLD 4226. This location ensures convenient access for clients residing in the Robina area and surrounding communities. The firm prioritizes accessibility, boasting a wheelchair-accessible entrance and wheelchair-accessible toilet facilities. Furthermore, a dedicated wheelchair-accessible car park is available, demonstrating a commitment to inclusivity and catering to the diverse needs of its clientele. The office also offers free of charge street parking and a free parking lot, simplifying the logistics for clients. Appointments are recommended to ensure ample time for personalized attention and detailed discussions.

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Services and Expertise

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While primarily functioning as a financial consultant, Coast Financial Planning offers a broad spectrum of services designed to address various financial goals. The firm’s expertise encompasses retirement planning, superannuation management, and general financial strategy. Trish, the lead consultant, and her team are known for their professionalism, in-depth knowledge, and genuinely friendly approach. They have a proven ability to guide clients through complex areas like retirement and superannuation, often described as the “minefield” by those they assist. Jacinta Smith, a brilliant young lady on the team, demonstrates significant expertise and a caring attitude, further enhancing the firm’s capabilities. The firm’s online appointment scheduling allows clients to book consultations at their convenience, reflecting a commitment to modern, accessible service delivery. On-site services are also available, further streamlining the client experience. A significant number of positive reviews – currently totaling 75 on Google My Business – highlight the satisfaction of clients with the firm’s services and the expertise of its team.

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Client Feedback and Reputation

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The consistently high average opinion of 5/5 on Google My Business speaks volumes about the quality of service provided by Coast Financial Planning. Client testimonials suggest a profound appreciation for the firm's ability to provide clear explanations and implement effective financial strategies. Specifically, clients have expressed gratitude for Trish’s dedication to thoroughly outlining options and setting them on a clear and beneficial financial path. The team is perceived as being exceptionally knowledgeable and caring, fostering a sense of trust and confidence among clients. The online appointments offer flexibility and convenience, while the on-site services ensure a comfortable and personalized experience. The dedication to accessibility – evidenced by the wheelchair-friendly facilities – underscores the firm’s commitment to serving a broad range of clients. Many clients appreciate the ease of finding parking and the absence of any associated fees. The firm’s willingness to dedicate sufficient time to each client, as indicated by the recommendation of appointments, is a key factor in the positive feedback received.

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Key Features Summary

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• Financial Consultant Specialization

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• Location: City Pods, 9/249 Scottsdale Dr, Robina QLD 4226

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• Phone: 423903052

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• Website: coastfinancialplanning.com.au

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• Accessibility: Wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible toilet

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• Convenience: Online appointments, on-site services, free parking, appointments recommended

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In conclusion, Coast Financial Planning presents itself as a reliable and client-focused financial consultancy. Its commitment to accessibility, combined with the expertise of its team and a strong positive reputation, makes it a potentially valuable resource for individuals seeking comprehensive financial guidance. The firm’s dedication to client satisfaction is evident in the numerous positive reviews and the proactive approach to meeting diverse client needs.

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"summary": "Coast Financial Planning is a women-owned financial consultancy in Robina, Australia, offering expert retirement and superannuation advice with a strong focus on client satisfaction and accessibility.",
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👍 Reviews of Coast Financial Planning

Geoffrey R.

5/5

Trish and team are very professional, knowledgeable and friendly.
Trish has helped us navigate through the retirement and superannuation minefield. We are so happy and grateful for her advice and would highly recommend her to my friends. Thanks again Trish for taking the time to clearly explain and set us up in the right financial direction. Keiron and Geoff

Tony M.

5/5

The expertise, knowledge and care shown to us was awesome. Jacinta Smith is a brilliant young lady. Highly recommend to all and sundry.
Thank you for helping us to a better retirement.
Tony Mac

Di M.

5/5

We had great advice provided by Jacinta! She really knows her stuff. Thanks for looking after us, we feel a lot more at ease with our financial tracking now.

Matt T.

5/5

Highly recommended, Coast Financial Planning - simplified our situation; Good value for our hard earned dollar! Happy to give our feedback, Thanks Nick and team, we were blown away with the professional service, we look forward to spending our time on the water instead of worrying about excessive insurance premiums;
Happy with the support, happy with the results;
Matt and Dee Turnbull - ex - SMSF directors!!

Amy J.

5/5

We found Nick through his excellent online reviews and we were not disappointed, despite having high expectations. Nick was warm, patient, methodical, clear and honest in his explanations, and transparent about his fees and commissions. Nick's recommendations were sound and he backed everything up with numbers and evidence (which is great if you want that detail). We have since referred other family members to Nick and they have been equally as impressed with his guidance. Thanks so much, Nick.

Neal S.

5/5

I have used Coast Financial Planning for several years now and found that Trish and her team have always been friendly, helpful and professional. Their advice has always been accurate therefore helpful with my investment decisions. Trish and Jacinta especially have gone out of their way assisting us. Neal and Jenny

Haridevan B.

5/5

Extremely satisfied with Nick's service! We were in a unique situation and needed help planning our financial future. Nick is a wealth of knowledge and was able to provide us with practical solutions. Nick's down to earth personality made us feel at ease when discussing our concerns. Although we have now relocated to Brisbane, we will continue to use Coast Financial Planning in the future!

Regan C.

5/5

Great experience with Nick from the first phone call. Extremely personable, professional, patient and knowledgable. Nick completely understood our goals and delivered a very well communicated plan. Exceeded expectations and ensured we were informed and comfortable with our options. We are very appreciative of Nicks efforts and ongoing support. Highly recommend Nick and looking forward to catching up in the future!