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What is a financial planner?

A financial planner or adviser is a qualified professional who can help their clients meet their short or long-term financial goals. A financial planner can help you plan and manage your income, investments and savings to work towards making your dreams and goals a reality.

What does a financial planner do?

At its core, a financial planner will help you invest your money to reach your financial goals – whatever they may be. These goals could include saving for a first home deposit, planning for retirement or looking to start or expand your investment or property portfolio. At Central Coast Financial Planning Group, we will help you not only set your goals, but also create a plan to achieve them.

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How can a financial planner help you?

A financial planner can help you in a variety of ways. From minimising debt to wealth-building; the earlier you get started, the more options you’ll have.

At Central Coast Financial Planning Group, we approach things differently. Born and bred on the Central Coast; we’re a local business employing local people. Our vision is for everyone to experience financial prosperity through a tailored plan that reflects their personal goals and objectives.

We are a qualified team with more than 50 years’ experience in financial planning supporting couples, families and professionals to achieve their goals. So, if you’re looking to buy your first home, wanting to establish your property or investment portfolio, or hoping to create your ideal retirement; we can help you achieve your financial goals.

We specialise in helping our clients with cash flow management, superannuation, debt reduction, Centrelink assistance and property investment advice.

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Key Services


Superannuation is a tax-effective way to save for your retirement. The earlier you start planning for your retirement, the more options you’ll have.


Your health and earning capacity are the two most important assets you have. Insurance cover will ensure you are protected if the unexpected occurs.


Would you love to own an investment property? If you’re looking into wealth creation through property, get expert advice to ensure you make an informed decision.

Debt Management
Debt Repayment Strategies

Everyday expenses can add up fast. If your loans are hard to manage, you’ll benefit from strategies which can help you take control of your situation and reduce your debt.

Wealth Creation
Wealth Creation

The strategies used to generate and create wealth will vary depending on your overarching goals and objectives. That’s why will tailor a plan to your unique aspirations.

Savings and Budgeting
Savings / Budgeting

Whether it’s saving for a new car, an overseas holiday, a home deposit or your retirement, we can create a strategy that will help you to achieve your goals.

Borrowing to Invest
Borrowing To Invest

It’s never too late to start investing in your future. Learn how you can successfully build wealth through calculated and considered investment decisions.

Retirement Planning
Retirement Planning

We take pride in generating retirement plans that help our clients realise their dreams. The first step is understanding what you want your future lifestyle to be.

Centrelink Assistance
Centrelink Assistance

With policies and entitlements continuously evolving, Centrelink can be challenging to navigate. We can help you maximise the government entitlements for your situation.

Aged Care
Aged Care Advice

Choosing the right aged care option for yourself or your loved one can be a difficult process. Our team can help you navigate the complexities and plan ahead.

We’re here to help guide and support you through all of your important financial decisions – big and small.

Contact our team today for a discovery call.

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