Coast Financial Planning

Cannot recommended Nick enough! He helped me so much in a short amount of time. I went from walking in nervous about what I was going to do with my finances to walking out feeling completely at ease. I’d recommend anyone not sure about financial planning to just make an appointment and see Nick.

We found Nick through his excellent online reviews and we were not disappointed, despite having high expectations. Nick was warm, patient, methodical, clear and honest in his explanations, and transparent about his fees and commissions. Nick's recommendations were sound and he backed everything up with numbers and evidence (which is great if you want that detail). We have since referred other family members to Nick and they have been equally as impressed with his guidance. Thanks so much, Nick.

What an excellent experience! Nick made us comfortable from the 'get go'. He listened to us and our ideas, he acted on the issues we were facing and came up with wonderful solutions for everyone of them. Highly recommend

I went to Nick from Coast Financial Planning because I am about 7 yrs out from retirement and was very concerned about where my Super should be invested (especially with the affects of the war in Ukraine and recession fears around the world). Nick's demeanour puts you at ease immediately, he is a very patient, effective listener and explains everything in layman's terms. He was very thorough with his questions in order to fully understand my circumstances & goals; he laid out all my options and then explained what he would do in my situation and why. Nick's abundant knowledge & experience in his area of expertise has made me feel confident with my Super strategies moving forward, what things I should be looking at when I am about 2-3 yrs out from retirement and the steps I should take at that time. He also gave me some great banking tips in relation to my current savings. I felt out of my depth when I went into Nick's office but I left armed with a good understanding of the Superannuation 'world' and how to navigate the years ahead and I couldn't recommend him more highly.Thank you so much for your time and assistance yesterday, Nick and for giving me a clear direction for the immediate future. I'm looking forward to our next catch-up.

My sister and I went to see Nick seeking assistance with navigating through the notorious Aged Care system and my mothers finances. Nick was brilliant in helping us sort out the best options for my mother, his easy approachable nature with face to face discussions, appointment flexibility and knowledge of the system with fast turn around results, was a very productive experience . If your requiring financial advise I strongly recommend anybody to consult with Nick for a professional no nonsense experience that I am confident will result in the best possible outcome.

Nick was very professional and knowledgeable with tailoring our financial support that meets our complex needs. Nick set up our portfolio with clear information that enabled us to make well informed decisions We feel so secure and confident about our financial future.

Working with Nick Barnett from Coast Financial Planning was an absolutely seamless experience. We went to Nick feeling overwhelmed with how to manage our Super, insurances, savings, investments etc. and we left with a clear understanding of even the most complex elements of our finances. Nick's friendly and always makes us feel at ease by explaining things in terms that we're able to understand, and he always has the patience to listen to and explain/problem solve any questions that we have. He goes above and beyond with meeting deadlines, behinds the scenes work, documentation, communication etc. and he has always been easily contactable and happy to help. Nick's very knowledgeable in many areas of finance and we're so appreciative to now have plans and goals in place for our family's future.Thanks Nick!

Great experience with Nick from the first phone call. Extremely personable, professional, patient and knowledgable. Nick completely understood our goals and delivered a very well communicated plan. Exceeded expectations and ensured we were informed and comfortable with our options. We are very appreciative of Nicks efforts and ongoing support. Highly recommend Nick and looking forward to catching up in the future!

I sought the advice of Nick regarding my super. Nick explained to me what I needed to do, to make my super work for me. I had no idea that changing a few items could be so beneficial to me down the line. I would highly recommend to go see Nick for financial advice.

Nick, thankyou so much!Nick is a financial wizard with a heart of gold. His knowledge is off the charts, and he knows how to explain things in a way that even I can understand. His advice is always personalized and spot-on. Excited to see my financial growth for the future as he really helped set the pathway.Thanks for everything!Eden