Coastal Advisory Australia - Port Macquarie
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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.
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.
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.
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.
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.
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
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Pentagon Wealth - Port Macquarie | ★ 5,0 | 40 | No |
| 2 | Smarter Financial & Insurance Solutions | ★ 5,0 | 28 | No |
| 3 | Coastal Advisory Australia - Port Macquarie (this page) | ★ 5,0 | 20 | No |
| 4 | Berry Financial Services | ★ 5,0 | 13 | No |
| 5 | Morgans Financial Limited - Port Macquarie | ★ 4,9 | 14 | No |
