At Harbour Wealth, we understand that making the right decisions about your financial future can, for many, be overwhelming. We firmly believe that the key to success for our clients is through actively listening and understanding what is important to them, and then doing the hard work to ensure we bring the best options to the table. By doing this, we feel it leads to our clients making better and more informed decisions that will positively impact their financial future. Wherever you are on your financial journey, from just starting out, to expanding your investment horizon, or in or approaching retirement, advice from our qualified Financial Planners can help you achieve your goals.

Since 1997, Ian Bell Insurance Brokers has been helping customers with their insurance needs throughout Northern NSW. Whether you’re based in Coffs Harbour, Ballina or Moree, when it comes to insurance, we’ve got it covered. At Ian Bell Insurance Brokers, we offer a wide range of insurance policies to our clients, including professional indemnity insurance and home and motor insurance. We also provide management liability insurance, including cyber, as well as cover for contract works and builders’ warranty. We have premium funding options available and further provide a trade pack, so we have something to suit everyone.

Moore Australia (QLD/NNSW) is an independently owned and managed firm with 19 partners and over 150 team members across Queensland and Northern New South Wales. Servicing clients across Australia and internationally, we provide a comprehensive 360-degree range of audit and assurance, business, tax, accounting, corporate finance, transfer pricing and consulting services for every business.

We want to make your world a safer place with a wide range of insurance solutions to protect the things you care about. NRMA Insurance is backed by IAG, the leading general insurer in Australia and New Zealand. IAG operates some of Australia's biggest insurance brands including CGU, SGIO, SGIC, WFI and Swann Insurance.

Since 1964, Westlawn has provided competitive finance to customers across Northern New South Wales. Today, we offer a comprehensive range of financial products, services and advices. We can help you with personal loans, mortgage broking, business loans, insurance broking, wealth management, and accounting and tax services. In the last 15 years, Westlawn has grown from strength to strength, expanding its services to include insurance broking and wealth management. Our branch network has also been steadily expanding with offices opening all across the Northern Rivers.

Financial planners, superannuation, life insurance, grow your wealth, manage your debt, shrink your tax debt.

We are here to support local business and leverage the strength, experience and expertise across our group nationally and continue to provide local knowledge as part of our service. Although we are a relatively new brokerage on the Coffs Coast, Aviso EIA Coffs Harbour Insurance Brokers have many more years experience in providing exceptional service and developing long-lasting relationships with our customers. Aviso EIA Coffs Harbour Insurance Brokers are an Aviso Group partner as well as a Steadfast Group member. We are an active member of NIBA and the Council of Queensland Insurance Brokers (CQIB).

Talk to the expert financial advisors at Lynda Soderlund—LSA Accountants. Our team is committed to helping you with all aspects of taxation, bookkeeping, wealth planning and business consultancy. When you require a personal touch in your accounting services, contact LSA in Coffs Harbour. From self managed superannuation funds and individual tax returns, to BAS bookkeeping and payroll services, we aim to minimise your income tax liabilities while streamlining your financial processes with professional advice, cost-effective services and careful planning. Outsource your office BAS compliance and focus on running your business! We can prepare business financial statements, help structure your yearly budgets and even assist you in financing your next investment or purchase. Personal insurance, income protection, property acquisition—don't take an unprepared approach to tax and finance. Talk to our expert team about your options today. Book a consultation with Lynda Soderlund Accountants in Coffs Harbour today.