Coastal Advisory Australia has a very special and inspiring story behind it. We began as the Coastal Advice Group in 2016 - a small team of three in Newcastle with an ambitious mindset and a drive to do things differently. Since then, we’ve grown into a national financial services firm with over 7,500 clients, over 100 team members and more than 500 years of combined experience.Our recent merger with Calder Wealth Management in South Australia, one of the most established advisory firms in the country with a 50-year legacy, marks a bold next chapter in our story. Together, now as Coastal Advisory Australia, we’re building something smarter, more personal and truly future-focused.
Coastal Advisory Australia has a very special and inspiring story behind it. We began as the Coastal Advice Group in 2016 - a small team of three in Newcastle with an ambitious mindset and a drive to do things differently. Since then, we’ve grown into a national financial services firm with over 7,500 clients, over 100 team members and more than 500 years of combined experience.Our recent merger with Calder Wealth Management in South Australia, one of the most established advisory firms in the country with a 50-year legacy, marks a bold next chapter in our story. Together, now as Coastal Advisory Australia, we’re building something smarter, more personal and truly future-focused.
Coastal Advisory Australia has a very special and inspiring story behind it. We began as the Coastal Advice Group in 2016 - a small team of three in Newcastle with an ambitious mindset and a drive to do things differently. Since then, we’ve grown into a national financial services firm with over 7,500 clients, over 100 team members and more than 500 years of combined experience.Our recent merger with Calder Wealth Management in South Australia, one of the most established advisory firms in the country with a 50-year legacy, marks a bold next chapter in our story. Together, now as Coastal Advisory Australia, we’re building something smarter, more personal and truly future-focused.