Welcome to

Coastal Wealth

Managing your finances and making big financial decisions can be difficult.

At Coastal Wealth We provide peace of mind and trusted guidance, empowering you to grow your wealth and achieve financial security for you and future generations.

We’ll grow with you

Whether you are growing your wealth, thinking about retiring or managing your wealth, we’re here to help you every step along the way.

We understand

We’re a local, family owned business who understand the pressures of everyday life and the challenges that
finances can carry.

We Are A Local, Family Owned Business

Why Choose Us

Expert Advice

We are highly qualified and have the knowledge and expertise you help you achieve your financial goals.

Holistic Financial Advice

We look to understand the big picture as well as the finer details. We can give expert advice for all of your financial needs.

Ongoing Support

We are here with you along life’s journey. We will make sure your plans stay on track. We can adapt as your life, goals and plans evolve over time.

Personalised Service

We listen to you. We understand your goals. We work with you in making your dreams a reality.

Testimonials

See what our clients are saying

Bill Phillips has been our Financial Adviser/Planner for many years. We have found him to be honest, very helpful and never puts pressure on us to make decisions with which we are not comfortable.

Mr. M

My husband and I have been very pleased with the quality of service we have received from Bill Phillips. His pleasant easy manner and his ability to explain some complicated details in everyday language has been a great help to us as retirees. We are very happy to be able to recommend his excellent services to anyone.

Mrs. D