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Cove Financial Group

Plan Today, Own Tomorrow

Open
9:00 AM - 5:00 PM
02 4297 64
0km Away
1/1 Wattle Rd Shellharbour NSW 2529
5
Price range: $$

Contact details

Office

Cove Financial Group Reviews (3)

Financial Advice

2 years ago
After considerable bad investment choices and many financial losses with poor investment advice, we moved our finances to Cove Financial Group. It was the best thing we ever did. Michael Edwards and his team at Cove Financial Group have been fantastic and have improved our investments ten fold with their sound investment advice and honest good service. We are now both semi retired and boosting our monthly income with an Allocation Pension fund and enjoying life. Our finances are finally back on track and life has definitely improved. We would both highly recommend this firm for their integrity and service but foremost for their financial advice.
D & E Richardson - Shellharbour

Highly Professional and Friendly

3 years ago
These guys take the time to personally study each clients needs and tailor a package to suit Their staff are highly professional, friendly, well informed and offer great client communication. Highly recommend this company for anyone.
Bruce Coudrey - Shellharbour

Professional Team

3 years ago
Amazingly professional team, what an absolute pleasure to deal with!
Reece Connley - Shellharbour

Products

  • Superannuation Products
  • Retirement Income Stream Products
  • Managed Funds/Wealth Creation Products
  • Risk Insurance Products ie: Life, Total and Permanent Disablement Insurance, Trauma and Income Protection
  • SMSF

Services

  • We provide tailored solutions on:-
  • Superannuation
  • Retirement
  • Wealth Protection Insurance
  • Wealth Creation
  • Assistance with Centrelink
  • Aged Care
  • Estate Planning
  • Investment Selection
  • Redundancy Planning
  • Understanding Risk and Volatility
  • SMSF
  • Education Planning
  • Employer Superannuation

Licences

ABN: 17 054 397 465
Members of the Financial Planning Association
Members of the Australian Institute of Company Directors
Members of the Shellharbour Small Business Network
Members of the Illawarra Business Chamber
Members of the Shellharbour City Business Chamber
Members of the Kiama Business Chamber

About Cove Financial Group

Cove Financial Group was established in 1989 and is a boutique award winning advice practice. We pride ourselves on building long term partnerships with our clients, providing continued education and guidance to assist in making informed decisions and ultimately achieve successful personal and financial outcomes. We will assist you in identifying where you are now and what you truly want to accomplish. Our aim is to provide you with “peace of mind and confidence in your financial future”. We plan the map together for a long and interesting journey and we feel honoured to be involved in the challenges and rewards that you may experience along the way.

Talk to to Cove Financial Group for advice on planning your Retirement or any other financial requirements.

Newest review for Cove Financial Group

D & E Richardson - Shellharbour
2 years ago

Financial Advice

After considerable bad investment choices and many financial losses with poor investment advice, we moved our finances to Cove Financial Group. It was the best thing we ever did. Michael Edwards and his team at Cove Financial Group have been fantastic and have improved our investments ten fold with their sound investment advice and honest good service. We are now both semi retired and boosting our monthly income with an Allocation Pension fund and enjoying life. Our finances are finally back on track and life has definitely improved. We would both highly recommend this firm for their integrity and service but foremost for their financial advice.

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