Personalised financial advice for Australians who want peace of mind & to live life on their terms.

If you are navigating the confusing and emotional journey of Aged Care services for a loved one, don’t try struggling though on your own, I highly recommend speaking to Kellie Seymour at Coastal Advisory.

Kellie is a wealth of knowledge, she is compassionate, professional and extremely helpful. She took the worry away for me and gave me simple to understand options so I knew that financially we had taken into consideration my loved one’s best interests. It was an enormous relief at a very difficult time. Her ongoing follow up has also been invaluable in taking one thing off my plate so that I can concentrate on the care of my loved one. Thank you Kellie!

I recently needed some help with understanding my finances and getting some advice after an unfortunate loss in my family. I am very grateful that Tom and the team were sympathetic and very assistive in navigating it all

Kristy Coulin is a Lifesaver. Every now and again you need someone to turn to in a time of need and she was it. She came into our lives during a personal crisis and we put all of our financial concerns into her hands and she has gone above and beyond to take care of them. Kristy completely took control of our retirement needs and created a plan to build on current wealth throughout our retirement years. Kristy is absolutely indispensable, professional and compassionate. I cannot sing her praises enough!

I have had Janelle Kirk for the last 4 years and Janelle has done a fantastic job looking after my investment. I would recommend Janelle to look after your Financial Planning.

As always Liz was very professional and very personable. She is an outstanding  asset for your company.

I am pleased to report that I am happy with the service and advice I am receiving from Jodie and your team. I was somewhat perturbed after the sudden changes following the purchase of my previous adviser, but my concerns have now been addressed. Jodie has been exemplary in her prompt service and attention to my needs. She is readily available and quickly responds. Very professional. I have no hesitation in recommending Coastal.

Rosie Copp is my adviser at this practice and I can’t recommend Rosie highly enough. She is a genuinely human, professional and thoughtful financial adviser who brings clarity and calm to what can otherwise feel like an overwhelming space.

Rosie is highly communicative, clear and considered in every interaction. Her advice is tailored, insightful and grounded in a real understanding of my goals, values and life stage. She explains things patiently and plainly, without jargon or pressure, which makes complex decisions feel manageable and empowering.

I now feel I have a robust, well-structured financial plan that is truly designed for me — one that will grow and adapt over time, support the fun and meaningful parts of my life, and still safeguard my future. Working with Rosie feels collaborative, considered and reassuring. An outstanding adviser and an absolute pleasure to deal with.

We were clients of Calder Wealth prior to the amalgamation with Coastal Advisory Australia. We were extremely happy with our service and have continued to be so. Like others we were a little nervous about the change, but we had absolute trust in Liz, who has helped us so much over the years we assured nothing would change and nothing did. We have recommended to anyone who would benefit from the service. The assistance and advice we have received has been exemplary. Thank you.

We have been clients of Coastal Advisory Australia for several years, under the expert guidance of Rosie. Throughout our journey towards retirement, Rosie has been an outstanding financial adviser, consistently providing us with confidence and clarity. She is consistently approachable and patient, making the entire process seamless and straightforward. No question is ever too small, and she takes the time to explain everything thoroughly. With Rosie’s insightful guidance, we feel well-prepared and secure in our financial plan and highly recommend her to anyone seeking reliable and trustworthy financial advice.

Kerryn Shaw has been our Advisor for nearly 7 years and we have always found her to be very helpful in assuring us in our transition from full time work to retirement. The initial hard work done by Kerryn now shows a clear pathway ahead with our finances, which we understand and can work with. More recently Kerryn also helped me navigate an application with MyGov and Centrelink, which made me achieve the goal without the stress previously associated with this.

I have been more than satisfied with the work Matthew and Melinda are doing with my investments. Nothing has ever been a problem for them. When my partner passed away 4yrs ago they went the extra mile to sort our finances out.