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. Financial planning can add value throughout your life, and working with a financial planner who will concentrate on your individual needs and objectives can help you to stay on track to achieving what you want to achieve with the resources and the time you have available to you. Whether you need assistance with retirement planning, wealth accumulation, superannuation or Centrelink, we will provide tailored advice to suit your lifestyle needs. We service the Mid North Coast from Port Macquarie to Coffs Harbour.
Services
Financial planning services
Wealth accumulation strategies
Superannuation advice
Centrelink advice
Wealth planning
Investment planning
Estate planning
Self managed super funds
Business insurance
Experience & knowledge of the needs of regional and rural clients. We offer a tailored and personal advice process which ensures that your needs are put first
Retirement planning & strategies
Personal risk insurance
Aged care specialist
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Media
Amenities
Ways to Pay
Eftpos
Licences
Justice of the Peace
Chartered Accountant
Certified Financial Planner
Authorised Representative of Australian Unity Personal Financial Services Limited
Frequently Asked Questions
What sort of services do you offer at Coastal Wealth Directions?
Coastal Wealth Directions can help you to create a secure financial future through personalised and practical financial advice.
Coastal Wealth Directions