Brand profile · Financial Services

Coastal Advice Group

Coastal Advice Group is a Financial Services brand in The Junction, New South Wales. Privately held, at coastaladvicegroup.com.au. It holds seven addresses on record, all in Australia. It employs 25 people, on the record. It lists self-managed super funds, superannuation and small business among its specialties. It is listed alongside eight similar brands, mostly in Financial Services.

Profile live Privately Held 1 office country

Key facts

Counted staff
25
self-reported 11–50 band
Office countries
1
7 addresses
Company type
Privately Held
self-reported
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Description

Coastal Advice Group offers award-winning financial advice solutions to help Australians live their best life.

Our team of financial planners are passionate about delivering the highest quality of advice for people in all stages of life, from building a strong financial foundation, to retirement-readiness, through to ensuring you are comfortable in your golden years with effective aged care strategies.

We have nearly 300 years of combined experience assisting families and individuals to unlock their financial futures by providing advice in areas including Superannuation, Retirement Planning, Wealth Creation, Insurance, Aged Care and Estate Planning.

Clients can be confident that we work to the highest professional and ethical standards, always working in their best interests.

https://mtr.bio/coastal-advice-group

Specialties

All 14 specialties
  • Financial Advice
  • Financial Planning
  • Superannuation
  • Self-Managed Super Funds
  • Wealth Creation
  • Investment Planning
  • Borrowing to Invest
  • Spending Plans
  • Cash Flow Management
  • Insurance
  • Small Business
  • Estate Planning
  • Centrelink (Age Pension) Advice
  • Aged Care Advice

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country. Codes: AU.1 countryAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1

All codes: AU

Addresses

  • AU212 Brighton Rd; Somerton Park, South Australia 5044
  • AU4 Karalta Ln; Erina, New South Wales 2250
  • AU158 Gordon St; Shop 3-4; Port Macquarie, NSW 2444
  • AU293 Angas St; Unit 404; Adelaide, South Australia 5000
  • AU363 Hillsborough Rd; Suite 10; Warners Bay, New South Wales 2282
  • AU47 Cedric Street; Shop 1; Stirling, WA 6021
  • AU15 Kenrick St; Ground Level; The Junction, New South Wales 2291Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Coastal Advice Group?

25 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Coastal Advice Group have offices?

Seven addresses on record, Australia only. Primary: 15 Kenrick St, Ground Level, The Junction, New South Wales 2291.

Has Coastal Advice Group raised funding?

None linked to this brand.

What does Coastal Advice Group list as its specialties?

14 tags on the brand's own list, among them self-managed super funds, superannuation and small business.

Which companies are listed alongside Coastal Advice Group?

32 profiles list Coastal Advice Group as a peer — 97th percentile in Financial Services. It lists ten peers of its own. Plansure and Fitzpatricks Advice Partners list it back.

What is Coastal Advice Group's website?