Service packages designed to suit your needs
Designed for clients who are in the early to mid stages of their financial life. The advice given in this package generally lays a foundation for further planning, and initially caters for a specific financial need, for example, consolidating super, setting up an investment, or taking out an insurance policy.
This is a comprehensive package for clients who require more detailed advice. It provides strategic financial solutions, modeling options and gap analysis; as well as ongoing support through regular reviews and access to your Coastline Adviser whenever required.
Our premium package caters for clients who have more complex investment and portfolio needs – for example, those needing strategic business advice or advice on self managed superannuation. It includes more frequent strategy review meetings and access to your Coastline Adviser whenever required.
At all times, we strive to be flexible in meeting our clients’ needs. We can provide one-off specialised advice when required – for example, for business super solutions, estate planning, aged care advice or small business advice. For these services, your Adviser can provide a schedule of fees after an initial consult.