Central Coast financial advisor

Why choose Coleman Wealth

Achieving financial freedom is a goal that requires careful planning and strategic decision-making. To embark on the journey towards financial independence, it is essential to establish a comprehensive and well-structured plan.

At Coleman Wealth, we understand the importance of having a comprehensive financial roadmap tailored to your specific needs and aspirations. 

This commitment ensures that our sole objective is to provide advice that serves your best interests. Our team of experts have extensive experience in helping clients implement tax-effective strategies. We understand the intricacies of tax laws and strive to incorporate tax considerations into all our financial recommendations.

Drawing upon our robust understanding of taxes, we aim to help you maximise your wealth growth in the most effective way possible while making informed financial decisions.

With Coleman Wealth by your side, you can trust that our financial advice will be based on a deep understanding of your unique circumstances and a commitment to your financial well-being.

Financial planning services

Wealth management

A financial advisor is highly skilled in portfolio management and will offer invaluable expertise to you. With our deep understanding of market trends, risk assessment, and investment strategies, we assist clients in constructing well-diversified portfolios that align with their financial goals and risk tolerance. Through careful analysis and regular monitoring, we ensure that the portfolio remains balanced and optimised for maximum growth while minimising risk to help you improve your financial situation.

Your financial advisor will provide investment advice through financial planning strategies and tax minimisation strategies. The financial advisor will utilise their expertise to develop a personalised plan that aligns with your financial goals while minimising tax payable. This ensures clients make informed investment decisions and optimise their investments while reducing tax liabilities.

An individual financial plan is necessary to achieve your financial goals. We offer specialised strategic advice on your super contributions to help you achieve your financial and lifestyle goals. Retirement planning is something that all individuals should consider. Our financial planners can develop a financial plan for when to start your pension and maximise your finances in the retirement phase.

Self-Managed Super Fund advisory

A SMSF gives you maximum control over your retirement, but with that control comes additional risks, complexities and compliance. At Coleman Financial Group we offer a full spectrum of SMSF services to make your super fund simple. We offer self-managed super fund accounting to ensure compliance with tax laws. However, your financial advisor will be able to assist with cash flow management and investment advice to help you achieve the financial future you want. Your financial planner will also be able to provide retirement advice to ensure a smooth transition into the pension phase.

Insurance

Insurance is often something overlooked by most individuals, but it can be a vital safety net for when unexpected events happen. Your financial adviser will evaluate your life and Total Permanent Disability (TPD) insurance needs for you.

We thoroughly assess individual needs, financial circumstances, and risk tolerance to determine the appropriate level of coverage required. Based on this analysis, we offer informed recommendations on life and TPD insurance providers that best suit clients' specific situations.

Additionally, Coleman Wealth's financial advisors recognise the importance of income protection insurance in safeguarding individuals against unexpected events that may impact their ability to earn an income. We provide guidance on suitable income protection insurance options, helping clients secure a safety net that offers financial security in case of unforeseen circumstances.

Our insurance recommendations will always have your best interest in mind. We are not directly affiliated with any specific provider, which enables us to pursue the most appropriate and relevant insurance options for you. Our aim is to secure the protection you need, with a policy tailored to your specific needs.