Christina

“Tania was already a long-time friend so I naturally trusted her to guide me through the mire of financial considerations, especially during a particularly challenging period of my life. Tania has provided this service to me for many years now, and I have to admit that her guidance is one less thing I need to ‘think about’… As my financial needs and situation has changed again dramatically in recent years, Tania always offers a series of options to consider and contextualises what I need to consider.

I have referred several friends to Tania over the years and have no hesitation in referring anyone who wants someone they can trust and to know that Tania is not trying to sell a product but provide a service tailored to their needs.”

— Christina

Maria

“Initially I was very nervous about engaging a financial advisor [but] Tania was very welcoming on our initial meeting and sat at length with me and spoke about the choices and options available to me.

Tania was able to answer the many questions I had; I was never made to feel rushed with any decision I had to make at any time. Tania has a very welcoming and friendly personality, and with these wonderful qualities Tania was able to help ease my anxiety with her honest approach. Whatever obstacles that we were tasked with, Tania handled them with ease and expertise.

In less than 12 months I have seen my financial benefits grow… I would highly recommend Tania and the whole Coastal Wealth Directions team.”

— Maria

Toni and Eric

“Never in a million years would we have expected our lives to be turned upside down by a ‘simple’ surgery. Suddenly left injured and unable to return to work, Tania from Coastal Wealth Directions had us all covered!

Years beforehand she had worked with us to put together a thorough financial plan that included superannuation, insurance and retirement goals.  We felt that the plan had given us security and freedom. When we wanted to make larger purchases or investments, Tania was approachable and gave expert and unbiased advice.

Her patience in explaining the ever-changing legislation, regulations, policies etc allowed us to have control and growth of our finances. So when the unthinkable happened we were supported, and we managed to move on, regain control and freedom to live the life we had hoped for.”

—  Forever grateful, Toni and Eric Shannon

Robyn and Terry

“Tania was referred to us by a personal trusted friend who was about to enter retirement. Whilst my husband and I are not quite at that point, we understood the seriousness around preparing and planning for the golden years.

Tania took us on a journey around awareness and education and made a very complex subject make sense in our world. Financial planning and superannuation are specialised areas and should be left to the experts, the ever changing legislation can be overwhelming. Tania’s product knowledge is outstanding, she takes her time to work through the options and we felt totally at ease with her personable approach. 

We feel grateful for meeting Tania and feel confident she has our best financial interest in mind. 

Without hesitation we strongly recommend Tania and her team as professional, refreshingly competent and totally dedicated to the customer.”

—  Robyn and Terry

 

Coastal Wealth Directions Pty Ltd is a corporate authourised representative of Personal Financial Services Limited (ABN: 26 098 725 145) Australian Financial Services Licence No 234459, Level 10, 88 Phillip Street, Sydney NSW 2000