Coastal Financial & Insurance Services
Determining the right financial path for you and your family and putting in place the best strategy and choice of solutions to meet your current and future needs can be a daunting task.
Coastal Financial & Insurance Services is a locally owned financial planning practice established to provide clients with comprehensive financial planning services.
We are an Authorised Representative of Lifespan Financial Planning Pty Ltd, a privately owned and operated Australian company. As such, we are not owned by, or aligned with, any bank or financial institution – a rarity in today’s financial services market.
This means we are working for you.
So our clients can be assured that any advice we provide is in their best interests, not the interests of a large corporation. We have access to an extensive range of investment, superannuation and insurance offerings and we truly believe that we are able to find the solutions that best suit each and every one of our clients.
Having a plan
Whether you are young and single, have a family, empty nester, or retiree, it is imperative that you seek financial advice tailored to your individual needs and objectives to assist in securing your financial future. Get started today, contact us to organise a free, no obligation discussion about your financial future.
it’s been said that the average Australian spends more time planning their holiday than planning for a secure financial future.
Who is Coastal Financial & Insurance Services
Our aim is to build and maintain long-term relationships with our clients and to assist them through all stages of their lives. Purchasing a home, starting a business, marriage, children, education expenses, investing, superannuation, retirement. These are just a few examples of some of the major decisions that people are confronted with and the team at Coastal is committed to assisting clients in dealing with such issues.
Many people make the mistake of thinking that they don’t have enough money or assets to see a financial planner when nothing could be further from the truth. It’s not about how much you have to start with – it’s about where you want to be and how we can help get you there. Taking that first step and seeing a financial planner could be one of the best investments you make.
Our motto is “building and protecting what’s important to you”. So no matter what your goals are, we are here to help you achieve them.
Our goal is simple. We want to be the first choice for locals when it comes to choosing a financial planner.
Paul Mercer is a senior financial planner and a Director here at Coastal Financial & Insurance Services.
Paul has completed a Diploma of Financial Planning (Dip.FP) through Deakin University and also holds the internationally recognised Certified Financial Planner, or CFP qualification. In addition, Paul also holds qualifications in the areas of superannuation and life insurance. Paul is a long standing member of the Financial Planning Association (FPA) and a Senior Associate of the Australian & New Zealand Institute of Insurance & Finance (ANZIIF).
A Message from Paul
I have worked in the financial services industry for over 20 years and as a financial planner for more than 10 of those. I have worked for a variety of organisations ranging from small boutique firms to large corporations. This breadth of experience has seen me provide financial planning advice and services to a wide range of clients.
When providing financial planning advice, my main focus is to understand your financial goals. From there I am able to develop strategies to best meet your needs both now and in the future.