Coastal Choice – Finance and Investment advice specialists!
Residential, Commercial and Vehicle Finance – With over 30 lenders available (including the BIG four) Coastal Choice will provide the most suitable loan for your scenario while taking into consideration all current and future life challenges. Coastal Choice offers a free in home consultation to discuss your current financial position and determine whether a Mentoring Action Plan (MAP) would be beneficial. Should a MAP be developed, it will be reviewed annually as part of our ongoing service program to ensure the personal & financial goals you set yourself today are monitored and most importantly – achieved.
Property Investment Advice – Thinking of investing in Property? Coastal Choice can not only provide you with the most current finance and investment advice, we can source the property, structure your loans for the most suitable set up and provide ongoing service with regards to depreciation schedules, tax variations, property management and investment performance reviews. Build your portfolio quicker by choosing the right advice – first time, every time!
Mentoring Action Plan (MAP) – If you fail to plan, plan to fail!. At Coastal Choice we believe there is a direct relationship between your finances and your health and that’s why it is vitally important that any plan should encompass both areas. There are different strategies for every client and so whether you are just starting out with your first home, building an investment portfolio, expanding with a Self Managed Super Fund (SMSF) or getting ready to retire, Coastal Choice utilises personal tried and tested strategies, with a few street-smart tips to establish simple and effective action plans tailored to your needs. Call 0402 771 663 to book your personal MAP session today!
Personal Insurance (risk management) – Without insurance, you dramatically increase the risk of financial stress to yourself and your family in the event of an accident or illness. It’s just not worth the risk! Coast Choice undertakes an in depth analysis of your individual needs to establish a risk management strategy that may include life insurance, total and permanent disability, critical illness and income protection. Coastal Choice has teamed up with Melissa Purnell from Coast to Coast Financial Solutions to provide the most appropriate advice for your personal circumstances. Authorised Representative of Wealthsure Financial Services Pty Ltd AFSL #326450 – Melissa Purnell #442711
Self Managed Superannuation – Self-Managed Superannuation Funds (SMSF) have become an extremely popular way of investing for your future. However, taking control of your Superannuation can be daunting and there are certainly many benefits and some areas to be mindful of when starting an SMSF. Coastal Choice can assist by teaming up with Coast to Coast Financial Solutions to provide Finance and Investment advice including discussing whether an SMSF is an appropriate investment strategy for your personal circumstances. Coast to Coast Financial Solutions is an authorised Representative of Wealthsure Financial Services Pty Ltd AFSL #326450 – Melissa Purnell #442 711