Start today, achieve tomorrow

Coastline Advice has been helping people from the Surf Coast and Bellarine achieve financial freedom for 21 years.

What better way to celebrate than receiving Astrum’s 2022 Large Practice of the Year award?

Their innovative goals-based advice and responsible investing portfolios have been a breath of fresh air in the finance world, so we caught up with chief executive officer Darryn Jacobs to find out more.

Tell us about Our Future First, Coastline’s responsible investment portfolio.

Coastline Advice has always been on the forefront of market leading solutions, and when we realised there was a gap in the market for responsible investment portfolios, we stepped up to the plate. Having raised our families along the beautiful coastline, we’re aware that the decisions we make today will affect our children’s future and the same principles should apply when considering our finances.

The Our Future First Portfolios are a suite of ethically aware diversified portfolios that combine ethically screened direct Australian equities with a selection of leading Fund Managers and Exchange Traded Funds that focus on Ethical, Sustainability and Impact investing. The direct Australian equity component aims to screen out those stocks with negative ethical factors, specifically fossil fuels, alcohol/tobacco, uranium, gambling, defence industries and extractive industries.

The fund has become increasingly popular within our community, giving clients the peace of mind that their money is not only doing well for them, but the planet as well.

How does responsible investing compare?

Our Future First Portfolios are invested in direct shares, managed funds, Exchange Traded Funds (ETFs) and cash. The portfolios offer a competitive return, with a goal CPI of 5 per cent for 100 per cent and 3 per cent for 70 per cent, along with broader positive outcomes for the planet.

Seeing clients accumulate wealth and achieve their financial goals, all while staying true to their values has been incredibly rewarding.

What’s coming up next for Coastline Advice?

We’re excited to be launching Coastline Advice Home Loans which is a specialist team of accredited Mortgage Brokers within the business. With rising interest rates and dwindling offers from banks, it’s never been more beneficial to have a mortgage broker by your side who can find the best offer for you.

No matter what stage of life you’re at, or what your goals may be, the team at Coastline Advice and their suite of financial services are here to help. Phone 5264 7700 to book a no-obligation, cost free initial appointment, and start your journey towards financial freedom today.

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