Testimonials

We’ve loved working with Rosie Copp at CCFGP. She’s really given us great advice and helped secure our retirement financials.

Matthew has been looking after our SMSF and shares for the last couple of years. We have always found Matthew to have our best interests at heart and has always steered us in the right direction. We would have no hesitation in recommending Matthew to any further clients.

Rosie Copp has been unfailingly professional yet warmly friendly, efficient & empathic, providing wise considered advice. A pleasure to interact with.

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.

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 🙂

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.

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.

Great advice, support and just nice people to boot !