As Financial Adviser at Coastal Advice Group (NFPG), Bree is passionate about helping others secure the lifestyle they want and to achieve their dreams – especially dreams they didn’t think were possible to reach.
Initially starting in a financial planning administration role, Bree progressed her career to an adviser role where she can bring more value to more clients. Her 11 years of experience has allowed her to develop a deep understanding of strategies and client’s needs which propel her in her current role at Coastal Advice Group.
“At the end of the day, I’m here to help people. That’s why I do my job, and that’s exactly what financial planners are here for.” Bree supports her clients with sound financial advice related to superannuation, retirement planning, investments, and personal insurance.
“Our role as an adviser is very simply about giving you clarity on where you are & where you want to be, what success looks like for you, giving you the right tools to achieve this and then most importantly, providing you with the freedom to live life whilst removing these stresses. This is where the importance of having ongoing advice comes into play as life changes and your goals may change. We can make those adjustments along the way to keep you on track for success.”
Bree loves helping her clients achieve their goals and allowing them to do more of what they love doing – whether that’s to pay off the mortgage sooner, be less stressed about their finances, protect their lifestyle, build wealth towards an early retirement, or even lifestyle goals such as more family time or travel.
Newcastle born-and-bred, Bree enjoys an active, coastal lifestyle with her family and two dogs. With a bubbly personality and a constant smile on her face, Bree is incredibly approachable and a trusted adviser for those looking to achieve financial success.
- Retirement Planning
- Wealth Creation / Investment Advice