For more than 17 years, Coastline Advice has been helping put people from the Surf Coast and Bellarine in a better financial position.
Coastline have seen the need for financial advice continue to increase.
“We are seeing more and more clients seeking our advice because managing your own financial affairs is no longer simple,” director Darryn Jacobs said.
“It’s hard to understand the intricacies of investment, taxation and ever-changing rules and regulations of the finance industry. Clients see the value in our full suite of financial services all under the one roof.”
Responsible and Ethical Investing
Many Australians now expect their super or other investments to be invested ethically and socially responsible. “Raising a family on our beautiful coastline, I’m aware that the decisions I make today will shape the future for my children. The same
principle applies to the choices we make when considering our finances,” Darryn said.
Does Ethical Investing Compare?
Ethical and sustainable investments can deliver positive financial returns, along with broader positive outcomes, either for the planet or the society’s living upon it.
Coastline are leading the way in the local area, as Darryn explains. “Among the extensive investment options we offer, we have a range of Responsible and Ethical Investment options that deliver competitive returns whilst aligning our clients’ values.”
What can you achieve tomorrow if you start today?
“The right financial advice helps you stay on track of both short and longterm goals. Start today and you can achieve peace of mind and a positive outlook about you financial well-being for tomorrow,” Darryn adds. “The most common feedback we hear from our clients is that they wish they had come to see us sooner”.