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Coast Financial Planning

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Trading for 12 years

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About Coast Financial Planning

Do you understand what your insurance covers and if your family is protected? Based in Lismore, Carter Financial Services helps you understand the difference between various personal insurance deals, to help you find the right policy for your needs. Many of our clients come to us, not sure what cover they actually have in place and what they are covered for. With a personal insurance checkup, we can determine what benefits you should receiving and customise a new insurance plan to suit your needs. Key person business insurance, trauma insurance, income protection and superannuation can all be considering during a financial planning consultation. We are your personal adviser, we are here to support you, at claim time, at review time and any other time you need to see someone about your insurance. For further information about insurance, contact Carter Financial Services in Lennox Head today.

Services

  • Trauma Insurance

  • Expert Advice

  • Superannuation

  • Income Protection Insurance

  • Key Person Business Insurance

  • Personal Insurance Checkups

  • Life Insurance

  • Financial Planning

  • TPD Insurance

  • Retirement Planning

  • Cashflow & Budgeting

  • Investments

  • Family Owned Business

  • Free Insurance Review Service

Reviews

5 rating

2 reviews

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2

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0

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G

Graham

5 years ago

C

Craig

6 years ago

Big thanks for your health in setting up out life insurance. Not a topic we like to discuss but you made it quite easy to talk about. Thanks again.

Location

Unit 8/92 Tamar St, Ballina NSW

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Amenities

Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

Licences

  • Tricia Carter DFS (FP)

  • Authorised Representative No: 421839

  • Corporate Authorised Representative No: 421838

  • Corporate Authorised Representative of Millennium 3

  • Financial Advice Limited

  • AFSL No 244252

  • AFSL No 449 221

Frequently Asked Questions

Why should I use Carter Financial Services for my insurance, rather than going to the insurer direct?

We are not affiliated with any insurance company so we are free to source the best insurance to suit your needs.

What services does Carter Financial Services offer?

Carter Financial Services offers services such as superannuation and insurance services.

Coast Financial Planning

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