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?
You've done your research, and you're ready to work with a financial planner. But before…
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Port Macquarie is a seaside town with a population of 45,000 located around four hours…