Financial Services

Our team of accountants can assist you by using our advanced accounting software to offer the most ideal advanced SMSF, accounting, taxation & business services on the Central Coast.

Our financial planners are committed to building strong client relationships and guiding individuals towards secure financial futures. Whether navigating life changes like divorce, managing estates, or adapting to shifts in health or employment, we provide support and tailored solutions.

Our mortgage broker isn't affiliated with any banks ensuring you get the right lending for your circumstances.

Bookkeeping

Are you looking for a bookkeeping accountant? Our accountants can help with all your bookkeeping needs. Our bookkeeping services can be tailored and adjusted to suit your individual needs. We can control all the management of your bookkeeping, or if you would like to do it yourself we can help develop your skills to ensure your bookkeeping is correct.

Accountants Central Coast

Our central coast business accountants are based on the Central Coast NSW and can assist with completing your tax return quickly and will minimise tax in the process. Your accountant will be proficient and offer great service by responding quickly and offering proactive advice. We focus on offering a premium service for our clients by ensuring we always have enough team members to complete all accounting tasks for our clients. So if you want a professional Central Coast tax accountant to prepare your tax return contacts us today!

At Coleman Financial Group, we are across various different accounting software that can help startup businesses. We are xero certified but also have experience with MYOB and Karbon. We can help you with selection and navigation around using the software's and the benefits that come with it.

The Accountants, Financial Planners, SMSF Specialists & Mortgage Brokers you can depend on

Coleman Financial Group consists of a team of tax accountants, financial planners and mortgage brokers who recognise that for any relationship to flourish there needs to be open lines of communication.

We are approachable and attentive and strive to take an active interest in your personal, business and taxation affairs. We pride ourselves on our technical knowledge and service our clients at a premium level.

Coleman Financial Group is a progressive financial services firm based on the Central Coast of NSW. We provide a full range of financial planning, mortgage broking, accounting, and taxation services to individuals, families, SMSFs and businesses.

"Cannot recommend them highly enough. They are efficient, friendly, well priced and deliver beyond expectations. I have referred many friends to them, some with compound and complex tax issues, and no one is disappointed!"

Sarah Williams

"Went above and beyond for our urgent and last minute request. Fantastic customer service, and we feel very confident in having them help us on our journey with our small start up business. Would highly recommend!"

Chris Carapellotti

Your financial advisor will provide investment advice through financial planning strategies and will confer with our accountants for tax minimisation strategies, ensuring you receive informed investment decisions while optimising your investments and reducing tax liabilities.

Your central coast mortgage broker won't be directly affiliated with any bank and will always have your best interests in mind. We will ensure you get the right lender for you depending on your unique situation.

Our team of SMSF accountants have made the whole process of setting up and managing a self-managed super fund stress free. We understand that SMSF rules are constantly changing around making contributions to the SMSF and when and how benefits can be taken, the SMSF admin takes on great importance.

2 min read

Finding life balance: 4 pillars to your wellbeing

Apr 8, 2025

We’re all trying to live our best lives, right? Sometimes, we get stuck in one area – whether it’s spending all your...

3 min read

Big changes ahead for Aged Care

Mar 31, 2025

The number of Australians aged over 65 is expected to more than double in the next 40 years while the number of...

2 min read

Turning your disappointment into your superpower

Mar 28, 2025

Disappointment is like that uninvited guest who shows up at the worst possible time. It’s that gut feeling you get...

Coleman Financial Group