Trusted Financial Planning

for the Central Coast

Our financial advisers will help
you achieve financial success and security

BOOK A COMPLIMENTARY MEETING

Welcome to Central Coast Financial Planning Group

CCFPG understands that, living on the Central Coast often means sacrificing your current lifestyle (e.g. that long commute to work!) in the short-term to achieve your goals and dreams.

We want our clients to prosper and have the lifestyle they deserve, which can be achieved with the guidance of one of our specialist Financial Advisers to help manage your investments and assist you in making sound financial decisions.

As a client of Central Coast Financial Planning Group, you will benefit from our team’s many years of experience and receive a thoroughly researched and personalised financial plan that can include:

  • Superannuation Advice
  • Retirement Planning
  • Self-Managed Super Funds
  • Wealth Creation
  • Insurance Advice
  • Aged Care Advice
  • Estate Planning

Start today with a complimentary, obligation-free meeting with one of our specialist Financial Advisers.

Live for today and plan for tomorrow, with Central Coast Financial Planning Group

RI Advice – CEO Practice of the Year Award Coastal Advice Group

Our most in-demand services

Superannuation

Superannuation Advice

Take control of your super, understand your investment options and build your account balance with CCFPG.

Learn more.

Insurance

Insurance Advice

Ensure your family, assets and income are protected if the unexpected occurs, with an insurance cover that’s right for you.

Learn more.

Debt Management

Debt Repayment Advice

Get back on track with your mortgage, loan or credit card payments with help and direction from the team at CCFPG.

Learn more.

Testimonials

I’m so grateful to have Ryan as my financial advisor. I have had the assistance of Ryan for many years,...read more→

Jamie Y
Rating : 5

We had a complimentary 1st meeting with Matthew from CCFPS. He was professional and highly knowledgeable and helped us to...read more→

Rach M
Rating : 5

Excellent Experience Central Coast Financial Planning Group never fails to provide a world class service. Rosie is extremely professional and...read more→

Alison C
Rating : 5

Rosie was fantastic with helping us navigate the red tape and hoops to jump through for Centrelink, Aged care &...read more→

Abagail P
Rating : 5

Tanya and Anthony were professional, personable, honest and caring. I would not hesitate to recommend them them. 100% good value

Chris L
Rating : 5

Some members of our family had highly recommended the Central Coast Financial Planning Group and when we were getting ready...read more→

Noel and Jenny
Rating : 5

We have been with Retire Invest for many years now, originally in Sydney. When we retired on the Central Coast,...read more→

Bob and Marion
Rating : 5

We happily recommend CCFPG as an excellent financial planning team. We were seeking support and advice to consolidate our investments,...read more→

Lynette and Robert
Rating : 5

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