Financial Planning | Financial Advisers & Planners | Port Macquarie
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Trusted Financial Advice
for Port Macquarie

OUR FINANCIAL ADVISERS WILL HELP
YOU ACHIEVE FINANCIAL SUCCESS AND SECURITY

Karen’s story: “One of the best decisions I’ve ever made”

Welcome to Coastal Advice Port Macquarie

At CAPM, we guide our clients to enjoy their dream retirement through the delivery of personalised financial advice. 

CAPM understands that living in Port Macquarie allows families and retirees alike to enjoy a relaxing, rewarding lifestyle. We also understand that living in a regional area sometimes means having to sacrifice easy access or commute to access high-quality services.

We believe that everybody deserves access to quality financial advice so they can have peace of mind and achieve financial security.

Leverage from over 160 years of combined experience from our dedicated team. Your financial adviser will work closely with you to deliver a tailored financial plan that can include:

  • Retirement Planning
  • Superannuation and Self-Managed Super Fund Advice
  • Investment Planning and Wealth Creation
  • Insurance Advice
  • Aged Care Advice
  • Estate Planning

Take the first step towards financial freedom today so you can live your best life.

Why choose Coastal Advice Port Macquarie?

Knowledgeable

Our financial advisers specialise in a broad range of financial services to bring you a comprehensive, personalised financial plan to help you experience financial freedom.

Trusted

From Sydney all the way to Byron Bay, hundreds of individuals all across NSW trust Coastal Advice Group with their financial future. You can rest assured knowing you’re in safe hands.

Experienced

Our team of advisers have over 100 years of collective experience in the industry to support singles, couples, retirees, and families achieve their financial goals.

Our Services

Retirement

Retirement Planning Advice

Most people dream of their first day of retirement – where they have the free time to do the things they truly love and still have an income to fund their lifestyle.

If you want to enjoy retirement with peace of mind knowing there is a financial strategy to take care of the future, book a complimentary initial meeting with Coastal Advice Port Macquarie… It’s never too early to start preparing!

Investment and Wealth

Investment and Wealth Creation Advice

Investing is a powerful wealth creation tool. A balanced and well-researched strategy can give you the financial means to grow your money and have more opportunities for your life and for your retirement.

If you are an experienced investor looking for a fresh, well-managed approach to your portfolio, or are just starting out and need expert guidance, book a complimentary initial meeting with our advice team today!

Insurance Advice

Life Insurance Advice

Purchasing personal insurance is often an uncomfortable subject for people as it means accepting that we are unfortunately not bullet-proof.

If you want to plan for an effective personal insurance solution, book a complimentary initial appointment with a Coastal Advice Port Macquarie Insurance Specialist.

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