20 years of providing good advice

When Coastline Advice first opened their doors in 2002, director Darryn Jacobs never imagined they would be where they are today.

With a slew of national awards and three offices spanning the Victorian coastline, they have well and truly earnt their recognition as one of the most highly regarded financial advice firms in the region.

Having recently celebrated their 20th anniversary, and the ASTRUM Large Practice of the Year award, the team have a lot to celebrate and look forward to.

We sat down with Darryn to talk about the rise of Coastline Advice, and what he wants to achieve next.

 

Where did you envision Coastline Advice would be in 20 years, and have you achieved that?

Coastline Advice had a humble beginning in Anglesea where we opened a small office next to the IGA.My vision was to help people within our community achieve their financial goals, and I am glad to say my expectations have been exceeded.

We now have more than 20 professionals in three offices, helping clients across the region achieve financial freedom.

This is a result of the growing demand for good financial advice, the hard work of our team and the ongoing support of our clients.

 

What has been some of your highlights over the past 20 years?

Winning Practice of the Year and other national awards has been nice recognition for our hard work, however, the most satisfaction I get is seeing the positive impact we have on our clients lives. It’s the phone call from clients who retired early and are now travelling Australia, or the family who just got the keys to their dream home.

We form long-term partnerships with our clients, so seeing them live their best lives is the daily reminder of why we do, what we do.

 

What do the next 20 years look like for Coastline Advice?

Coastline values innovation and we are driven to provide the best advice possible.

One way we have done so is through our Partner Managed Portfolios.

Last year we launched My Future First, which features an ethical and socially responsible portfolio.

Offering our clients an investment option that aligns with their values is something we’re passionate about and we look forward to continuing our work on it in the future.

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