Midcoast Financial Planning Group Port Macquarie
About the company
Midcoast Financial Planning Group is locally owned and operated and is backed by one of Australia's leading financial networks. Jake Siddle is the founder and senior financial planner, and Melissa Sinclair is a principal and senior financial planner. The team holds a Diploma of Financial Planning and Certified Financial Planner accreditations.
The firm provides tailored financial advice across Tuncurry, Forster, Taree and Port Macquarie. Its main services include financial planning, retirement planning, aged care, wealth management, superannuation, investments, Centrelink advice, and life & disability insurance.
What customers say
Based on genuine customer reviews
A client seeking a tailored financial plan describes an initial consultation with Midcoast Financial Planning Group Port Macquarie that led to a strategy built specifically around their circumstances. The adviser named is Jake, and the account credits both him and the wider team with strong communication and deep knowledge. Questions of any size were met with patience, care and technical understanding, which the client values highly.
Working with a team that combined a customised plan with attentive guidance gave the client confidence and a sense of security during a difficult time. The firm operates as an investment service and superannuation consultant from the Royal Bayside Building on Horton Street in Port Macquarie, with appointments available during weekday business hours.
Reviews
Reviews are taken from publicly available sources.
Our experience with Jake at Midcoast Financial Planning Port Macquarie has been nothing but exceptional. After our initial consult, a financial plan was designed, fully customised to our needs. To work with a team that has great communication & knowledge beyond our expectations, as well as the ability to answer questions (big or small) with compassion, expertise and patience, gave us the confidence and security that we needed during a rather difficult time. Thankyou for your guidance on our financial positioning, we look forward to building our financial future with your company.
Superannuation & investment 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. 4 businesses in this category in Port Macquarie are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Direct Advisers | ★ 5,0 | 5 | No |
| 2 | Retireinvest | ★ 5,0 | 3 | No |
| 3 | Midcoast Financial Planning Group Port Macquarie (this page) | ★ 5,0 | 1 | No |
| 4 | Aware Super - Port Macquarie | ★ 1,0 | 1 | No |