About Coastal Wealth Directions
Coastal Wealth Directions is a local privately owned financial planning practice based in Kempsey. Our principle financial planner, Tania Powick, has over 25 years experience in the Financial Services Industry. Tania and her team will help you create a secure financial future through personalised and practical advice. No matter what stage of life you are at, Coastal Wealth Directions can work with you to strengthen your financial position and tailor a plan to ensure you are working toward your goals.
Services
Financial planning services
Wealth accumulation strategies
Superannuation advice
Centrelink advice
Wealth planning
Investment services
Estate planning
Self managed super funds
Retirement planning & strategies
Personal risk insurance
Business insurance
Aged care specialist
Tax planning
Experience & knowledge of the needs of regional and rural clients
Tailored & personal advice
Expert investment services
Personalized financial roadmaps f
Goal-focused advice on managing assets & reducing risks
Trusted guidance to navigate complex financial decisions
Chartered Accountant
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Media
Amenities
Ways to Pay
Eftpos
Cash
EFT
Mastercard
Visa
Licences
Certified Financial Planner
Authorised Representative of Australian Unity Personal Financial Services Limited
Australian Financial Services Licence Number: 234459
Frequently Asked Questions
How experienced are the advisors at Coastal Wealth Directions?
The team comprises experienced financial advisors with extensive knowledge in finance, investments, superannuation, and retirement planning.
What sort of services does Coastal Wealth Directions offer?
Coastal Wealth Directions can help you to create a secure financial future through personalised and practical financial advice.
Coastal Wealth Directions