Sunshine Coast Financial Advisers
About the company
The firm has been supporting Sunshine Coast clients since 2018 and has been helping clients for over 25 years. It services Caloundra, Caboolture, Noosa, Maroochydore and Mooloolaba. Services include superannuation and retirement planning, investment advice, wealth creation, cash flow management, debt reduction, personal insurance, estate planning, retirement living and social security.
What customers say
Based on genuine customer reviews
Sunshine Coast Financial Advisers operates from Sugar Road in Maroochydore, offering superannuation consulting, investment services, insurance and aged care support. Nathan and his team are named in the feedback, with clients describing professional advice that is straightforward to follow and questions answered promptly.
One account describes receiving help during a particularly stressful period, when the approach combined genuine concern with clear explanations and the objective was a favourable outcome for the client. Tracey is also mentioned, assisting on a day when Nathan was unavailable, which the client viewed as a sign of a team that shares the workload. The same feedback credits Nathan's guidance with helping the client reach their current position, and notes that the service went beyond what was anticipated.
Reviews
Reviews are taken from publicly available sources.
Thank you for helping today even though Nathan wasn’t there Tracey could help which was fantastic anyone wanting financial advice this is the business to contact
Nathan and his team went above and beyond my expectations during the most stressful time of my life. His advice and attitude was always professional and easy to understand and my questions were answered promptly. There was a genuine feeling of concern that the best outcome for me was always the objective. Without his advice I would not be on the position I am today. I can’t recommend and thank him and his team highly enough.
Financial advisers & planners in Sunshine Coast 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 Sunshine Coast are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | MB Financial Group | ★ 5,0 | 195 | No |
| 2 | Elements Financial Planning | ★ 5,0 | 41 | No |
| 3 | Jasper Financial | ★ 5,0 | 39 | No |
| 4 | Client Focused Financial Planning | ★ 5,0 | 24 | No |
| 5 | Propel Financial Advice | ★ 5,0 | 23 | No |
| 9 | Sunshine Coast Financial Advisers (this page) | ★ 5,0 | 2 | No |