Numbers have always held a place in the heart of Coastal Advice Group’s (CAG) Rosie Copp. “I used to go with my Dad to the accountant every year,” she recalls. “And I learnt early how large a part they play over the course of our lives.”
With over 25 years’ experience in financial services and advisory roles here and in London, Rosie now brings that nuanced understanding of numbers to her role at CAG.
Being both a mother and a daughter, Rosie understands the importance of getting started early as much as the importance of taking care of those who are unable to help themselves.
Rosie takes great joy in getting to know her clients (especially multiple generations of one family), understanding their goals and passions, then working collaboratively to implement appropriate strategies. Her intuition and empathy make her a superb Financial Adviser, something that her colleagues and clients attest to.
“To me, financial advice is a lifelong critical element of your success and security; laying the foundation in your early years, reaping the rewards as you age, then taking comfort that you will have access to the best care available when you can no longer live independently.”
Rosie is also CAG’s resident Aged Care specialist – attending to her mother’s physical and financial well-being during her transition into assisted living opened Rosie’s eyes to how much potential there was to make a lasting, positive impact for people through good advice informed by compassion and understanding.
Regardless of what stage of life you are in, you can rest assured that Rosie has the know-how, knowledge and experience to guide you towards your goals so that you can live your best life.
- Retirement Planning
- Centrelink Assistance
- Estate Planning
- Aged Care