What We Offer

Coastal Tax have a reputation for delivering quality advice, maintaining strong relationships and offering innovative approaches to make your money work for you. We provide a full range of Financial Planning services, including Investment Advice, Insurance and Wealth Creation, allowing our clients to achieve their business and personal goals. If you require financial services in Newcastle, we can help!

Investment Advice

Our planners can help with investment decisions, negotiation and management.


Our group of financial planners can provide recommendations and share their knowledge accumulated throughout their careers.

Retirement & Super

We will share our expansive knowledge that could see your super fund improve exponentially.


Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.