Services
Empowering Your Financial Journey
At Central Coast Advice, we understand that managing your finances goes beyond mere numbers; it’s about creating a secure and prosperous future for you and your loved ones. Our comprehensive suite of services is meticulously designed to guide every step of your financial journey with expertise, empathy, and efficiency.
Wealth Creation, Management & Investments
Embark on a journey towards financial growth and sustainability with Central Coast Advice. Our approach to wealth creation and management focuses on crafting bespoke strategies that align with your aspirations. Through investment diversification and proactive wealth management, we aim to transform your financial goals into tangible realities, ensuring a robust portfolio that stands the test of time. Whether saving for a significant purchase, education, or creating an emergency fund, our savings and investment strategies are designed to build and grow your nest egg efficiently. Let us guide you through smart, strategic investments to secure your financial future, one smart decision at a time.
Retirement, Superannuation & SMSF Planning
At Central Coast Advice, we simplify the complexities of retirement planning, superannuation, and SMSF management. Our tailored advice ensures you are fully positioned to benefit from your pension entitlements and superannuation schemes. We help demystify these processes, maximizing your retirement income and securing your golden years.
Mortgage Brokers
Our mortgage brokerage, Yellow Brick Road Erina, is a full-service mortgage broking firm committed to providing honest, quality mortgage products and advice to individuals, families, and businesses. Servicing the Central Coast, we offer a comprehensive range of loan products and services including home loans for first home purchases, refinancing, and investment properties. Additionally, we provide commercial loans, business loans, car loans, personal loans, and cash flow finance to cater to all your financial requirements.
Savings & Investments
Whether saving for a significant purchase, education, or creating an emergency fund, our savings and investment strategies are designed to build and grow your nest egg efficiently. At Central Coast Advice, we guide you through smart, strategic investments, helping you to secure your financial future, one smart decision at a time.
Life Insurance
Life is unpredictable, but with our comprehensive life insurance services, you can protect your loved ones from financial uncertainty. We offer tailored life insurance plans that provide peace of mind, ensuring your family’s financial security in the event of the unexpected. Let us help you find the right coverage to safeguard your family’s future.
Property Advice
Property investment can be a powerful vehicle for wealth creation and stability. Leveraging Phillip Segaert’s extensive experience in property and finance, we provide insightful property advice to seamlessly integrate real estate into your broader financial plan, optimizing your investment for both growth and security.
Debt Management
Debt should not dictate your financial future. Our debt management services are focused on strategic debt reduction, from loan consolidation to efficient budgeting. We work with you to devise a plan that not only manages but reduces your debt, freeing you to focus on the aspects of life that matter most.
Estate Planning
Estate planning is crucial for managing and distributing your assets according to your wishes. At Central Coast Advice, we provide expert guidance to help you navigate the complexities of estate planning. Our services ensure that your legacy is protected, and your assets are distributed smoothly and efficiently. We work with you to create a comprehensive estate plan that provides peace of mind for you and your family, ensuring that your wishes are honored.
Partner with Central Coast Advice Today
Embark on your path to financial freedom with Central Coast Advice. Our team is ready to support you with personalised advice tailored to your unique financial situation and goals. Contact us to discover how we can help you build a brighter, more secure future.