Coastal Advisory Australia - Newcastle
What customers say
Based on genuine customer reviews
Coastal Advisory Australia - Newcastle is a financial planning practice located in The Junction, New South Wales, holding a 5 average from 85 reviews. It appears in the directory's financial planning practice listings for the area. The rating and review count are drawn directly from the practice's public Google Business listing.
Reviews
Reviews are taken from publicly available sources.
Tom Momsen and Rhys Moller provide exceptional service. Nothing is ever too much trouble and I feel confident I can trust their advice. Highly recommend working with them.
Kristy Coulin a pleasure to have working for me in this time where all the advice is appreciated in keeping up to date and understanding all of the relevant information on financial matters THANKS heaps GREG
Rhys Moller is a great bloke to deal with! He knows his stuff, explains things in a way that actually makes sense, and has a really steady, practical approach to financial planning. Highly recommend
My husband and I were recommended to Jacob LoCasico by our close friend. We have been with Jacob for just on 2 years and are very happy with how he has set us up in our retirement. Jacob is easy to talk with and understands our requirements. Jacob always responds to enquires in a very timely manner. We have confidence in the advice Jacob provides.
We (Sharon & I) highly recommend our Financial Advisor, Jacob Lo Cascio at Coastal Advisory Group. Jacob and Coastal have been looking after our financial affairs for a number of years now, and we are not only impressed by the performance of our Superannuation Pension accounts, but we also highly value Jacob’s personal attention, expertise and integrity. Jacob listens to feedback regarding our specific needs & goals, and then plans and remaps our strategies each and every year (actually more often if circumstances require)! Thanks Jacob and Coastal for providing us with so much peace of mind, and the ability to get on with and enjoy our lives! Cheers, Sharon and Peter Carey
Great company to deal with, listens to your needs and adjust your accounts to suit, not pushy. Jacob is doing a great job for us.
My husband and I recently required guidance with our finances to enable me to retire, and we met with Rhys Moller who gave us very thorough advise and was incredibly honest. I have since retired and am enjoying a much-needed rest and more time with family. Rhys is now looking after my retirement funds, and I can get on with enjoying this time with no worries. Thanks Rhys
Financial advisers & planners in Newcastle compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Newcastle are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Coastal Advisory Australia - Newcastle (this page) | ★ 5,0 | 85 | No |
| 2 | Coastal Advisory Australia (Head Office) | ★ 5,0 | 69 | No |
| 3 | Progressive Financial Planners | ★ 5,0 | 55 | No |
| 4 | Ironbark Advice Newcastle | ★ 5,0 | 25 | No |
| 5 | KLM Financial Planners | ★ 5,0 | 13 | No |