“It’s our mission to support you, your family & your business through every stage of life.”

Robert Coulson ~ CFP® | FPA

Coulson Financial We've been here for you since 1987. Why trust anyone else?

OUR HISTORY

Coulson Financial was established in 1987 by Ken Coulson, with his son, Rob Coulson joining him in 1989. The business was originally located in Bendigo and specialised in financial planning, insurance services and estate planning. Over time, as the client base grew to include an increasing number of Melbourne based clients, Ken saw the need to move the business to Melbourne, so he established the Melbourne office in 1994. Rob is now Director while Ken is semi-retired and works on a part time basis as Business Manager looking after the needs of his long-term clients.

Lindsay Hodgson joined the practice as a Senior Partner in July 2014. Lindsay has been a practicing Financial Adviser since 1985 and has merged his existing clients into the practice. Like Coulson Financial Services, Lindsay has expert financial planning knowledge in the areas of Self-Managed Superannuation and small to medium sized business strategies, but he also specialises in all aspects of Insurance.

Coulson Financial still have a strong client base in Bendigo which is managed by lifelong Bendigo identity John Hecker, with Rob and Lindsay travelling to Bendigo on a regular basis.

As the financial planning industry has significantly changed over the past 40 years, Coulson Financial has also grown and advanced. We’ve come a long way from the early investment and insurance days, now offering holistic advice across all strategies and attending to clients Australia wide.

We are a specialist practice dealing with wealth creation and management for Self Managed Superannuation Funds and High Net Worth clients, as well as managing complex scenarios for business owners.

Call us today! 03 8848 3300

 

“We are dedicated to providing our clients with the highest level of quality and personalized service”

Robert Coulson ~ CFP® | FPA

COULSON FINANCIAL

Meet the Team!

PARAPLANNER / OFFICE MANAGER

Liz Corbeau

PARAPLANNER / OFFICE MANAGER
CLIENT SERVICES OFFICER

Conor Westall

CLIENT SERVICES OFFICER

Contact us Today to Receive your Complimentary Consultation. First 30 minute Consultation is on the house!

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Our Mission

At Coulson Financial it’s our mission to support you, your family and your business through every stage of life, helping you achieve your life’s vision through careful attention to a financial plan that will respond to your changing circumstances.

We work collaboratively with other professionals to ensure you have a collection of supportive advisers to help you achieve your dreams.

We educate our clients and ourselves to ensure the latest technology, knowledge, trends and investments are utilised to your benefit.

We respect that everyone has different objectives, so we tailor financial plans that are specific to you and your needs.

Family is at the heart of everything we do, so we’ll be here for you and generations to come.

“Family is at the heart of everything we do, so we’ll be here for you and generations to come.”

Our Vision

At Coulson Financial we value our clients and staff. We grow with you and your family over the long term and lead the way to secure your lifestyle goals, hopes and dreams.

Our Values

Our family is our world, as it would be yours.
 Everything we do considers the needs, hopes and dreams of your family and of ours.

FAMILY

Our family is our world, as it would be yours. Everything we do considers the needs, hopes and dreams of your family and of ours.
We are a winning team of talented people. We empower each other to achieve the best results for our client and our team.

TEAMWORK

We are a winning team of talented people. We empower each other to achieve the best results for our client and our team.
We are friendly, courteous and compassionate in our dealings with others – we care, and it makes a difference

RESPECT

We are friendly, courteous and compassionate in our dealings with others – we care, and it makes a difference
We encourage our people to utilise intelligence, intuition

CREATIVITY

We encourage our people to utilise intelligence, intuition & information to promote innovation and create value.
We are passionate about what we do. Our team are fully committed to achieving excellent outcomes for our clients, our teams and ourselves.

COMMITMENT TO EXCELLENCE

We are passionate about what we do. Our team are fully committed to achieving excellent outcomes for our clients, our teams and ourselves.

Our Process

A financial plan is an ever-changing, lifelong process. We work with our clients for the long term, not just until they’ve achieved one particular goal.

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Discovery Meeting

Initially, during our first meeting, we’ll chat about how you feel about money and where you are at the moment. Then we’ll discuss what you dream of achieving over the long term, and clarify what your lifestyle goals are. Some common goals include: extensive & regular travel, raising a family, being in a position to return to study, build a business – everyone has dreams that are not financial in nature. No matter how big or small your dreams are, we want to help you achieve these.

After we determine what your lifestyle goals are, we look at your current financial position in detail. At the end of this meeting you can decide if you are comfortable working with us and want to progress to the next stage.

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Strategy Meeting

During this process you will need to commit to providing us with the information we need to be able to make a full assessment of your circumstances. If the information isn’t available, we can’t help you reach your goals.

When we have a thorough understanding of where you currently are and where you want to be, we’ll be in a position to model some scenarios to get you from here to there. For this process we utilise modelling software and from our understanding of your current and future needs, objectives and situation, we can demonstrate the potential outcome of a particular course of action. We will provide you with a Strategy Proposal, showing the modelling graphs and explaining the outcomes you may be able to achieve with each proposal.

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Plan of Action Meeting

At this stage we present you with the full Statement of Advice and go through it with you in detail. You will have the opportunity to ask any questions and have anything clarified that you are unsure of or uncomfortable with.

By the end of this meeting you will have a very clear financial plan. You will know exactly what action you need to take and when, and what action we will take to support you to have the best opportunity to achieve your goals over the long term.

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Ongoing Management Meetings

A financial plan is not set-and-forget. Your circumstances will change over time as unexpected events arise or your wants and needs change. It may be necessary to adjust your goals, or set new goals.

At our regular review meetings we will review your goals and objectives and discuss any changes in your circumstances. We will also discuss with you any changes in the external environment such as share markets or legislation, and adjust your financial plan accordingly. At this time we will also review how you are tracking to reach your goals by the agreed time frames and discuss any concerns you have.

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