Kayleigh Anderson

South Coast Wealth Management Pty Ltd

5.00
1 Review
Gold
12 Yrs Experience
Nowra, NSW 2541

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

I charge fixed flat fees quoted in advance for both intial and ongoing advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

South Coast Wealth Management Pty Ltd

75 Osborne Street
Nowra, NSW 2541

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221