I am a principal financial adviser of a boutique business that has serviced the local area as a family-run business for over 20 years. My business partner's father started the business and with his succession plan, his son and myself are continuing the legacy that he began. We enjoy working with all different types of clients and between us have expertise from younger families looking to get their finances on track, through to retirees looking to enjoy themselves without financial stress or assisting with aged care needs.
You will always deal with an owner of the business and we feel this is important as we are dependent on always making sure the client comes first otherwise our business won't survive. The fact we largely exist on word-of-mouth referrals tells us we are upholding this.
We are licensed directly with our regulator, ASIC, and are proud to say there are no conflicts in the advice we provide due to not having any association with product providers.
Our motto is 'Building Relationships'.
We would invite anyone to contact us that would like to find out more about our services.
This will be discussed and totally transparent before you decide to proceed after a complimentary the initial meeting.
Excellent adviser who was very knowledgable on all topics. Helped greatly getting our superannuation in order and planning for the future.
Sean is extremely professional, very knowledgeable and was very clear in the ability to explain things to me so that I felt confident and comfortable making decisions on my future. I seeked Sean's assistance with investments, superannuation, future planning, insurance policies and budgeting with my finances. His attention to detail and follow up was brilliant. I have since recommended family members and friends to Sean as I trust his opinion and wealth of knowledge. I would thoroughly recommend Sean to anyone who needed guidance and assistance with getting the best out of their future superannuation and investments.
Sean knowledge of self managed super funds and his ability to explain all the details was very comforting to my wife and myself. We found Sean to be caring and very passionate about his work.
Sean helped my wife and I set up our financial affairs, with more of a focus on long term financial planning. He laid out a clear plan for retirement, arranged the relevant insurances to an appropriate cover level and provided a clear structure for our everyday spending. I'm so glad we engaged Sean. When we were in the middle of the worst of the uncertainty associated with the COVID pandemic, we felt comfortable with our plan and it was great knowing there were other levers to pull to get us through difficult times if required. The reduction in anxiety in such circumstances is worth the fee in itself, not to mention the long term benefits noted above. I wish we commissioned Sean earlier.
Sean has always been able to answer my queries. We have the utmost confidence in his advise. Nothing is a problem for him and he always offers to help us when things get a bit complicated.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2015
- Years of experience 8
- Master of Pharmacy
MK Financial Planning ServicesLevel 1, 3 Griffith St
Coolangatta, QLD 4225
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Coastal Financial Services Pty Ltd