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
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
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Adviser status
Gold
- Rating
- Number of reviews 1
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
South Coast Wealth Management Pty Ltd
75 Osborne StreetNowra, NSW 2541
![South Coast Wealth Management Pty Ltd logo](https://resources.adviserratings.com.au/practices/south-coast-wealth-management-pty-ltd-18007342.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221
![Alliance Wealth Pty Ltd logo](https://resources.adviserratings.com.au/licensees/alliance-wealth-pty-ltd-449221.jpg)