Kayleigh Anderson

South Coast Wealth Management Pty Ltd

5.00

1 Review

Gold

14 Yrs Experience

Nowra, NSW 2541

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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.

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

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

5.00 October 2014

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
Rating 5.00
Number of reviews 1
First year providing advice 2010
Years of experience 14
Highest qualification
- Master of Financial Planning
Language spoken
- English

South Coast Wealth Management Pty Ltd

75 Osborne Street
Nowra, NSW 2541

9:00am – 5:00pm Monday – Friday

Alliance Wealth Pty Ltd

AFSL 449221

Kayleigh Anderson

South Coast Wealth Management Pty Ltd

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South Coast Wealth Management Pty Ltd

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Alliance Wealth Pty Ltd