After deciding to change my advisor group of over 19 years, I looked and found Central Coast FPG who were more than happy to visit me in my home on a number of occasions as we worked to transfer my private income pension and an annuity to CCFPG.
They paid care and attention to my wishes on how I wished to proceed and on their final visit to present my new plan, I found they had truly listened to my wishes and their plan should see me through quite well in the coming years. They are meticulous in updating information both written and verbal, and I truly feel cared for.
I have talked to friends and neighbours about CCFPG and NFPG services and recommended both your Financial Planning Groups. I look forward to many more happy meetings with Rosie who has now become my allocated advisor and would highly recommend the service by both Rosie Copp and Kristy Coulin to anyone looking for a well drafted financial plan.