Central Coast Financial Planners & Advisers

Expert Advice and Comprehensive Planning for Your Financial Well-Being

Plan Wisely, Live Fully: Your Path to Financial Freedom

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Central Coast Financial Planning Group is a part of

As Featured In:

RetireInvest Finalist

CEO’s Choice Practice of the Year ($1M and over (2019)

RetireInvest Winner

Support Person of the Year 2019

Finalist

Hunter Business Awards 2019

Winner

RI Advice Group Practice of the Year 2019

Our Services

Our specialists focus on providing advice in the following areas:

Superannuation Advice

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

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Insurance Advice

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

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Debt Repayment Advice

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

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Testimonials

See What People Are Saying

Jason O’c

Having known Daniel Brown for a few years and admiring the coastal advice group from afar , I was delighted when he got in touch to ask if I could collaborate with advisers in his group to assist their clients with UK pensions. My dealings to date collaborating with Jesse and Jon, to assist their clients in assessing how their UK retirement provisions fitted in with their Australian retirement provisions has been refreshing. Working with such professionals to help clients navigate their journey into retirement, with all of the complexities that come with overseas superannuation such as UK pensions, has been testament to the benefits of coming together to deliver the best strategies for their clients.

Kate S

Thank you so very much to the team at CCFPG. You made my claim effortless, and assisted with all questions I had in relation to the claim. Incredibly professional and courteous! So appreciate your support and assistance, Jackie 🙂

Maxwell I

I found the Wealth Accelerator program extremely useful. I had full control or input over what topics we covered and to what depth, bearing in mind no specific investment advice was provided, but that’s not the nature of the program. All facets of my present financial status were reviewed and summarized with general suggestions or follow up tasks to pursue in a self-serve capacity. Overall I found the program very educational and well worth the money. Central Coast Financial Planning Group staff were very friendly and flexible, fitting in around my availability. I would not hestitate to engage their services in the future if the need arose for personal financial guidance as I transition to retirement.

Brent G

Jackie & May helped me with a recent Income Protection claim. Stress free, professional service and would recommend anyone who needs advice to contact the CCFPG team.

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Who We Are

We offer award-winning financial advice solutions to help Australians live a life of possibility.

Central Coast Financial Planning Group (CCFPG) is a trusted financial planning company committed to helping individuals and families on the Central Coast in reaching their financial goals. We provide tailored and comprehensive financial solutions to our clients.

Aged Care Advice

Retirement Planning

Superannuation

Insurance

Property

Wealth Creation

Aged Care Advice
Retirement Planning
Superannuation
Insurance
Property
Wealth Creation

Get to Know Us

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We help you establish a future without limitation.

At Central Coast Financial Planning Group (CCFPG), we know the importance of your financial future.

Our team of expert financial advisers offers affordable, high-quality advice to help individuals, families, professionals, and retirees unlock their financial future and live a life of possibility.

We offer integrity and exceptional value through advisors who provide guidance and support to help clients achieve financial goals and secure their future without limitations.

Get to know our team