FINANCIAL PLANNING / ADVICE | MORTGAGE BROKING
Empower Your Financial Journey Future Goals Success with Central Coast Advice
At Central Coast Advice, we turn your financial aspirations into reality with expert guidance and personalised strategies. Let us partner with you to secure a prosperous and worry-free future.
01
Wealth Creation, Management & Investments
Embark on a journey towards financial growth with bespoke strategies that align with your aspirations. Let us help you build a robust portfolio that stands the test of time and secure your financial future.
02
Retirement, Superannuation & SMSF Planning
Secure your golden years with personalized retirement strategies, superannuation advice, and SMSF management. Ensure a comfortable and well-planned future with our expert guidance.
03
Estate Planning
Safeguard your legacy with our expert estate planning services. We help you manage and distribute your assets according to your wishes, ensuring peace of mind for you and your family.
04
Mortgage Broker
Servicing the Central Coast; we offer a range of loan products and services including home loans, commercial loans, business loans, car loans, personal loans, and cash flow finance for various financial needs.
05
Life Insurance
Protect your loved ones with tailored life insurance plans. We provide comprehensive coverage options to ensure your family's financial security.
Contact us today
secure your future
The cornerstone of your financial well-being.
Here, we don’t just see ourselves as financial advisors; we are your partners in weaving a future filled with prosperity and security. Our dedication goes beyond mere planning; it’s about understanding your unique financial narrative and crafting a path that aligns with your deepest aspirations.
Central Coast Advice is anchored by Phillip Segaert, a visionary with over 14 years of rich experience in the financial realm. Phillip's journey isn't just marked by his tenure but by a genuine commitment to enriching lives through bespoke financial strategies. Our ethos is grounded in the belief that everyone deserves a future they can look forward to, free from financial worries.
We specialise in a wide array of services, from Wealth Management to Retirement Planning, each designed to cater to the diverse needs of our clientele. Our boutique approach enables us to tailor our advice, ensuring that we meet the individual needs of the “normal” people we serve—those who aspire for a stable and thriving future for themselves and their families.
At Central Coast Advice, your dreams become our mission. We’re here to guide you through every step of your financial journey with empathy, expertise, and unwavering support. Let us help you navigate the path to a secure and prosperous future.
14 Years Experience in Financial Services
Phillip brings over 14 years of experience in financial services, with a special focus on financial planning.
Our office is conveniently located in Erina, with parking available off street
Servicing the Central Coast and New South Wales for over 10 years.
Why Choose Us
Our Philosophy
We believe in making the complex world of finance simple and accessible for everyone. We’re driven by the values of integrity, dedication, and personalised service. Our approach is tailored to meet the unique needs and aspirations of the Central Coast community. We understand that everyone’s financial journey is unique, and we’re here to guide you with clear, comprehensive advice tailored to your life.
Personalised Service
Your goals are unique, and your financial advice should be too. We take the time to understand your individual needs, crafting bespoke strategies that align with your long-term vision.
Local Expertise
As residents and advocates of the Central Coast, we have a deep understanding of the challenges and opportunities within our community. This local insight allows us to provide advice that's not just smart, but also relevant.
Proven Track Record
With over 14 years of experience, our founder Phillip Segaert has consistently delivered exceptional financial outcomes for our clients. Our long-standing reputation for success is a testament to our expertise and commitment to helping you achieve your financial goals.
Comprehensive Support
From budgeting and debt management to investments and property advice, we offer a holistic suite of services to cover every aspect of your financial life.
Our Proccess
How We Work
At Central Coast Advice, our streamlined process ensures that you receive personalized and comprehensive financial planning tailored to your unique needs. Here’s how we work:
01
Book a Consultation
Speak to an expert to discuss your financial goals and concerns.
02
Provide Information
Share all necessary details so our planners can craft a bespoke, personalised plan for you.
03
Review and Implement
Review the tailored plan with our team and let us help secure your financial future.
Usually Asked Question
Recent Frequently Asked Question
At Central Coast Advice, we understand that navigating financial planning can raise many questions. Below, we’ve compiled answers to some of the most common queries to help you better understand our services and how we can assist you in achieving your financial goals.
At Central Coast Advice, the initial consultation is completely free and without obligation. This meeting allows us to understand your financial goals and current situation, and for you to learn about the services we offer and how we can help you.
Our financial planners are fee-only advisors. This means we do not accept commissions or payments from investment providers, ensuring that our advice is unbiased and solely in your best interest. Our fees are transparent and based on the complexity and scope of the services provided.
We offer a comprehensive suite of financial planning services, including wealth creation and management, retirement and pension planning, savings and investments advice, debt management, property advice, and budgeting. Our goal is to provide holistic support to cover every aspect of your financial life.
Our approach is highly personalised. During our initial consultation, we take the time to understand your unique financial situation, goals, and aspirations. Based on this information, we craft bespoke financial strategies that align with your long-term vision and needs. Regular reviews ensure that your plan adapts to any changes in your circumstances.
Testimonial