Coastal Advisory Australia (Head Office)

I’ve had the pleasure of working with Rhys and have been consistently impressed by his professionalism and client-first approach. He provides clear, considered financial advice and is great to collaborate with when supporting mutual clients. I would highly recommend Rhys to anyone looking for a trusted financial adviser.

We have been working with Trent Sanfead (Perth) for 2 years now and are very happy with the service he provides. Trent became our advisor after an amalgamation with our previous company. We find him to be very knowledgeable, and his advice is always delivered in a way we can understand with minimal jargon. He provides us with peace of mind that our investments are in safe hands.

Our relationship with Ben Calder and Aaron Doig at Coastal Advisory Australia began with Ben’s father Dave, at Calder Wealth Management some 40 years ago – that speaks for itself. For us, the nature of this enduring relationship is one of high trust, deep personal warmth and goodwill. The professionalism of both Ben and Aaron is reflected in the timeliness of responses to any of our queries, at any time, from anywhere. We value the philosophy behind the advice which is holistic and insightful, and which allows it to be tailored to our financial well-being as well as our changing life goals over the last several decades. This could not have occurred without the genuine listening and personal rapport that has developed over this time. As a result, the advice we have received has set us up for a very happy retirement (we’re now in our mid-late 70s) which is fortunately characterised by good health and an ability to live the way we want, enjoying luxurious travel and having a sense of financial security into the future. In short, both Ben and Aaron are financial advisors par excellence – Thank You.

Mt wife Maryke and I have dealt with Ben Calder and Aaron Doig in regard to our financial planning and Superannuation for several years. I have found both of them competent and understanding of our financial situation. More recently we have been dealing more with Aaron due to the structural change in their company. Aaron has the patience of Job, the biblical character, and painstakingly goes over every aspect of our finances and retirement planning even if I have forgotten certain previous aspects of my portfolio. More importantly there is the trust element and both Aaron and Ben come out in flying colours.

We have been clients of Calder Wealth (now Coastal Advisory Australia) for 5 yrs, prior to and during retirement. Anthony (Adelaide Office) has been a pleasure to work with and has provided us with excellent advice and financial guidance throughout this time. We initially had some concerns about the transition to Coastal potentially impacting the level of service, however, there has been no impact, and we have continued to receive the same excellent level of service. We would happily recommend Anthony and CAA to any potential new clients looking for professional financial advice.

I mainly deal with Janelle Kirk although if she is unavailable others r quite willing to help. Janelle usually gets back to me quite quickly. Janelle explains things in layman’s terms and has no problem spending the extra time until you understand. None of my questions are treated as unimportant. Janelle is a very personable women. She takes pride in her work and strives to obtain the best for her clients although I feel not just a client but like a friend. I can honestly say Janelle is my Super Women. She is knowledgeable and very good at her job. She also makes you feel like you r her only client. I highly recommend Janelle to handle you’re financial portfolio as she will get u great results.

My partner and I were referred to Murray Wynne by a friend when we decided to review our life insurance and trauma policies. Murray was professional, thorough, and took the time to understand our needs, ultimately arranging policies that were far better suited to our situation and saved us a considerable amount of money. During a later annual review, I mentioned that I had undergone breast cancer treatment the previous year. Murray recognised that this may qualify as a claim under my trauma policy and referred us to Jackie Munday who assisted us through the claims process. Within one to two months, the claim was approved and we received a substantial payout. This financial support was life-changing for our family and allowed us to pay off our home much earlier than expected. We are extremely grateful for Murray’s professionalism, knowledge, and genuine care, and we would highly recommend his services.