Central Coast Financial Planning Group

I found the Wealth Accelerator program extremely useful.I had full control or input over what topics we covered and to what depth, bearing in mind no specific investment advice was provided, but that's not the nature of the program.All facets of my present financial status were reviewed and summarized with general suggestions or follow up tasks to pursue in a self-serve capacity.Overall I found the program very educational and well worth the money. Central Coast Financial Planning Group staff were very friendly and flexible, fitting in around my availability.I would not hestitate to engage their services in the future if the need arose for personal financial guidance as I transition to retirement.

Jackie & May helped me with a recent Income Protection claim.Stress free, professional service and would recommend anyone who needs advice to contact the CCFPG team.Brent

Excellent ExperienceCentral Coast Financial Planning Group never fails to provide a world class service. Rosie is extremely professional and friendly. Very easy to communicate with, and has been efficient with every interaction I've had with her. They have exceeded my expectations, well done to all the teamHighly recommended

Thank you so very much to the team at CCFPG. You made my claim effortless, and assisted with all questions I had in relation to the claim. Incredibly professional and courteous! So appreciate your support and assistance, Jackie :)

We had a complimentary 1st meeting with Matthew from CCFPS. He was professional and highly knowledgeable and helped us to build a vision for our financial future.Matthew really took the time to understand our personal circumstances and there was no pressure to sign up to anything that didn't suit our needs.

Rosie very helpful and knowledgeable with her advice,a pleasuredealing with her.

Rosie was fantastic with helping us navigate the red tape and hoops to jump through for Centrelink, Aged care & having to take over someone’s affairs. We only wish we’d contacted CCFPG sooner!

Having known Daniel Brown for a few years and admiring the coastal advice group from afar , I was delighted when he got in touch to ask if I could collaborate with advisers in his group to assist their clients with UK pensions. My dealings to date collaborating with Jesse and Jon, to assist their clients in assessing how their UK retirement provisions fitted in with their Australian retirement provisions has been refreshing.Working with such professionals to help clients navigate their journey into retirement, with all of the complexities that come with overseas superannuation such as UK pensions, has been testament to the benefits of coming together to deliver the best strategies for their clients.

I am lucky enough to have discovered the team at CCFPG soon after they launched.As a business owner, I'm constantly pulled in many directions and required to fulfil many roles.However, soon after working with CCFPG, my 'Finance' role has been refined down to a monthly meeting and a few calls and emails.Their level of support and financial knowledge is like nothing I've experienced before and has enabled me to confidently delegate financial responsibilities that I never thought possible. I now have much more time to double-down on my strengths and focus on growing my business faster through their ongoing strategic guidance.There are many things that separate these guys form the rest, but my #1 has to be the genuine care and consideration for helping my business grow... through the ups and downs I know they will be there so I'm always looked after.Could not recommend them any more highly!Perry Henderson - Director, Missing Link Social Media

You don't get a 2nd chance to make a good first impression" Booked for a consultation 2 weeks in advance (booking time off work to attend) only to have it cancelled on the morning with no offer of an alternative