Kayleigh Anderson

Middleton Financial Planning

5.00
1 Review
Silver
16 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 Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2010
  • Years of experience 16
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Middleton Financial Planning

Holt Centre, Level 1, Suite 12, 29 Kinghorne St
Nowra, NSW 2541

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256