Kayleigh Patmore

South Coast Wealth Management Pty Ltd

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

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"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"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2018

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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