Explore Our Services
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Financial Planning
Build a tailored plan that aligns your income, expenses, savings and long-term objectives. Understand where you stand today and how to reach your financial goals efficiently and confidently.
Superannuation
Learn how to structure, consolidate or optimise your super fund to align with your retirement goals. Gain clarity on contribution options, investment mix and long-term growth strategies.
Retirement Planning
Plan the financial transition from work to retirement with confidence. Explore income stream options, contribution caps and strategies for maintaining lifestyle stability after you stop working.
Investments
Access professional investment advice focused on diversification, performance and sustainability. Understand your risk profile and build an investment portfolio that supports your goals over the long term.
Aged Care
Receive step-by-step guidance on the financial aspects of aged care. Learn how accommodation payments, fees and Centrelink assessments work, providing affordability and comfort for you or loved ones.
Centrelink Advice
Get practical help managing Centrelink entitlements, including the Age Pension and related benefits. Make certain applications, reviews and reporting are handled correctly to maintain ongoing eligibility.
Wealth Management
Coordinate every part of your financial life through structured wealth management. Strategies combine insurance, investment, tax awareness and estate considerations for long-term financial security.
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
Comprehensive Financial Services
At Midcoast Financial Planning Group, our advisers provide clear, structured guidance to clients across Tuncurry, Forster, Taree and Port Macquarie, helping individuals and families make informed decisions about their financial wellbeing.
Our advice is built on knowledge and compliance. From building wealth and managing investments to navigating superannuation, retirement and aged care, we offer strategies that prioritise your goals and comfort level.
Each recommendation is supported by transparent communication, detailed reporting and ethical standards that put your interests first. Whether you need retirement planning, wealth management or Centrelink advice, you’ll receive guidance tailored to your situation and explained in plain language.
Begin your journey towards financial clarity and confidence — contact 1300 854 764 to arrange your consultation today.
