At South Coast Wealth Management we aim to develp long term relationships with our clients and assist them in the achievement of their financial goals. We adopt a transparent fee-for-serivce offering and are committed to acting in the best interests of our clients at all times.
Our approach is to support you in achieving your short/medium term financial goals, whilst planning for your long term future.
I charge fixed flat fees quoted in advance for both intial and ongoing advice.
why pay an advisor and have to think or worry about you finances yourself. Kayleigh fits that bill for us perfectly. we can ring/email her anytime and know we will get the appropriate answer quickly. she explains everything in a very simple way and fills us with confidence in what she is doing for us. she has saved us from running out of money and instead giving us a good lifestyle as we were hopeless with our money pre Kayleigh. we trust her 150% in looking after our best interests at all times and taking away any need for us to worry about our financial future
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2010
- Years of experience 13
- Master of Financial Planning
South Coast Wealth Management Pty Ltd75 Osborne Street
Nowra, NSW 2541
- 9:00am – 5:00pm Monday – Friday
Alliance Wealth Pty Ltd