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Coastal Advisory Australia - Port Macquarie

Coastal Advisory Australia - Port Macquarie

5.0(20 reviews)See reviews ↓·Port Macquarie

What customers say

Based on genuine customer reviews

Port Macquarie clients who have stayed with Coastal Advisory Australia for years speak about the depth of expertise and the personal attention they receive, naming Robert, Matthew Buttsworth and, from earlier days, Warwick Affleck. Reviewers often describe relationships stretching across a decade or more, noting that the guidance held steady through shifting family circumstances, one adviser's retirement and the handover to the present team.

Superannuation is the subject that surfaces most often, with clients saying their retirement savings sit in what they consider safe investments and that they are kept informed about market conditions. Life insurance, income protection, investment management and support during aged care transitions are also cited. Honesty, transparency and integrity appear again and again, alongside descriptions of staff as friendly, courteous, helpful and genuinely caring.

Something that features in review after review is the reassurance of being able to reach the team, with one client describing sleeping better because their financial affairs are managed by someone more capable than themselves. Plans for early retirement are a further recurring subject, and clients note that arrangements detailed years ago have come to pass under the current advisers. Lisa and Mel are named for making clients feel their interests come first.

Financial consultantInvestment serviceLife insurance agencyAged Care ServiceSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

JJ
Jane Jenkins29 May 2026

I have been with Matt Buttsworth for about 18 months and cannot imagine how I would have coped without him. I am in my early seventies and I had just left an unhappy marriage and a very stressful separation. Matt was both caring and utterly professional in navigating me through this difficult time. I now feel totally secure and confident that my finances are in order and will be for the rest of my life. I cannot thank him enough.

DM
David Murray29 May 2026

My husband David and I have been clients of Matthew Buttsworth for 9 years + and have found him to be very trustworthy and he does the utmost to keep our superannuation in safe investments and keeps us informed of the current markets. Very much appreciate what Matthew does for us.

JE
Jenny Edmunds28 May 2026

Matthew Buttsworth has been our financial advisor for nearly 10 years. Matt is trustworthy, honest and has integrity. His transparency and ability to communicate the complexities of our financial investments and strategies means we can make informed decisions for our long-term goals. Matt is very approachable when our circumstances change and we need to make adjustments to our plan. He always comes back with options that will work with our requests. Matt gives us peace of mind knowing that we have structure but also the flexibility to be spontaneous whilst maintaining stability for our financial future. We have recommended Matt to friends and family, and would highly recommend Matt and Coastal Advisory Port Macquarie's services to anyone looking for expert, reliable financial guidance.

DB
David Bawden14 May 2026

It gives us a lot of confidence knowing Robert and his team are only a phone call away. Good honest service with our best outcomes are his aims. I sleep better at night with Robert looking after our financial affairs. A job he does so much better than me. Would strongly recommend him.

JM
Joanne Mansell25 March 2026

We started working with Warwick when it was Compass and detailed our plan for early retirement. When Warwick retired, Robert continued with our plan making sure it came into place which it has. Robert and the team, Lisa, Mel and others have always made us feel like they are only working for us. I would advise anyone who is thinking of their future to make an appointment with Coastal Advisory group (which they are now known as), they listen, advise, are very professional and trustworthy.

DP
Diana Poole14 November 2019

I have known Warwick, Robert, Michael and the lovely caring team for almost 20 years. During this time they have been the go to for myself, family and friends with sound Financial Management and expertise. Over the years and changing family circumstances the team at compass have managed our Life insurance, Income protection, Superannuation and Investments, assisted with transition to aged care , loss of loved ones and transition to retirement. I trust the team at Compass Financial and will continue to so into the future I strongly recommend the team at Compass Financial Diana Poole

GF
Gregg Faulkner19 September 2019

I am financially conservative and suspicious of advisers, BUT after 15 years of dealing with Compass Fin Mgt and in particular Warrick Affleck, I have total confidence in the ability and integrity of this organisation. I unequivocally recommend Compass Fin Mgt .

Financial advisers & planners in Port Macquarie compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Port Macquarie are compared.

RankProviderRatingReviewsOpen Sat.
1Pentagon Wealth - Port Macquarie★ 5,040No
2Smarter Financial & Insurance Solutions★ 5,028No
3Coastal Advisory Australia - Port Macquarie (this page)★ 5,020No
4Berry Financial Services★ 5,013No
5Morgans Financial Limited - Port Macquarie★ 4,914No
Contact
+611300143510coastaladvisory.com.au/locations/port-macquarieShop 3-4/158 Gordon St, Port Macquarie NSW 2444
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed