Financial Adviser in Taree
Serving Tuncurry, Forster, Taree, Port Macquarie and surrounding areas.
Contact the Team in Taree
Thank you for contacting Midcoast Financial Planning Group.
We will get back to you as soon as possible.
Oops, there was an error sending your message.
Please try again later.
Financial guidance, built for Taree.
Building Structure Around Your Finances
At Midcoast Financial Planning Group, locals in Taree can access transparent financial advice tailored to your individual needs. The team includes Certified Financial Planner Practitioners and members of the Financial Planning Association of Australia, so that all services meet industry standards.
Our financial advice covers a wide range of areas including superannuation, retirement planning, investments, insurance and estate structuring. Advisers use licensed modelling software to assess options and prepare clear, well-documented recommendations.
Every consultation focuses on building understanding through open communication, written documentation and full disclosure of fees and assumptions. The process is structured for accuracy, consistency and ongoing compliance. Midcoast Financial Planning Group is committed to providing accessible support for individuals, families and businesses throughout the Taree region.
For qualified financial advice, contact 1300 854 764.
Personalised Planning with Structure & Care
Using a clear, methodical process, we prioritise work ethic and transparency. Each engagement begins with an in-depth meeting to discuss goals, income and financial circumstances.
Information is collected and verified before being analysed using financial planning software that models potential strategies. All recommendations are compiled in a formal Statement of Advice, which outlines the reasoning, data and compliance references used.
Our advisers make certain that you fully understand each recommendation before any action is taken. Ongoing reviews are offered to reassess performance, legislation updates and life changes.
Midcoast Financial Planning Group’s Taree office maintains a consistent commitment to communication, education and record-keeping at every stage of the advice process. Every plan is documented and managed for clarity, accuracy and alignment with current regulatory obligations.
Our Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Step 1
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Step 2
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Step 3
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Step 4
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Step 2
Step 4
Frequently Asked Questions
What qualifications should a financial adviser have in Australia?
Financial advisors in Australia must hold an Australian Financial Services Licence (AFSL) or operate under one as an authorised representative. They are also required to meet education and ethical standards set by the Australian Securities and Investments Commission (ASIC). Many advisors pursue additional qualifications such as the Certified Financial Planner™ (CFP) designation, which demonstrates advanced knowledge and professional commitment. Clients can verify an advisor’s credentials through the ASIC Financial Adviser Register before engaging their services.
What is the difference between a financial planner and a financial adviser?
The terms financial planner and financial adviser are often used interchangeably, but a financial planner typically focuses on developing long-term strategies that address multiple areas such as retirement, superannuation, and estate planning. A financial adviser may focus on specific financial products or short-term guidance. Both must be licensed and compliant under ASIC’s regulations, ensuring that advice provided is in the client’s best interests and supported by appropriate documentation.
How do financial advisers get paid?
Financial advisers may charge fixed fees, hourly rates, or percentage-based fees depending on the complexity of the advice provided. All costs must be disclosed in writing before services begin, as required under ASIC regulations. Advisers are prohibited from receiving undisclosed commissions on financial products. Clients receive a Fee Disclosure Statement (FDS) that outlines all charges, ensuring transparency and allowing them to make informed decisions about ongoing services.
