“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?

GETTING STARTED

“Let us help you get started on your wealth journey.”

Getting Started

Many young clients come to us to seeking advice for the first time. They want to know how to get started on their wealth journey and have questions about the best way to budget and manage debt without compromising their lifestyle. They may be working full time or still studying and working part-time. They want to travel and enjoy life but want to start saving for the future and may be considering purchasing their first property.

At this stage of your life, financial planning is as much about educating yourself as putting strategies in place. If appropriate we can take you through a detailed budgeting process, so you learn how to manage your money effectively and have buckets available for living, saving and having fun. We set lifestyle goals and out of these create a plan to ensure you will have money available when you want it to do the things you want.

Your first Consultation is Free, so contact us and arrange an appointment to come in and discuss your situation with one of our friendly advisors today.

YOUNG FAMILY

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

Robert Coulson ~ CFP® | FPA

Young Family

Young families have very different needs to singles or couples. Establishing a strong financial foundation for their children’s future often becomes an important focus for parents with young children or even those considering starting a family. Clients frequently come to us at this time for assistance in building a secure future for themselves and their families.

We help you navigate through this stage of life and set goals depending on the lifestyle choices you make. So, whether it’s budgeting for upsizing the family home or car to saving for education and travel expenses, or even starting a family business, we can guide you through the process and design strategies that will help you achieve the things that are meaningful to you.

Your first Consultation is Free, so contact us and arrange an appointment to come in and discuss your situation with one of our friendly advisors today.

MIDDLE YEARS

“We want to make financial freedom a real possibility for you.”

Robert Coulson ~ CFP® | FPA

Middle Years

By the time you reach your middle years, you may have a more mature outlook on life and your personal values may have changed from when you were in your 20s and 30s. You are likely to have a higher paying job and be more interested in living a fulfilling life, rather than focusing on building material assets. It’s at this time that a large majority of people start looking to the future and really understanding if and how they can achieve financial freedom.

We work with you during this stage of life to ensure that you have a financial plan in place that will not only secure your future but also allow you to do the things you want to do now. Travel, owning your own business and confirming superannuation assets are going to be sufficient for retirement are often important considerations for our clients at this time. We work with you to develop tax effective strategies for your business and accumulation of retirement benefits, whilst retaining access to funds to meet your lifestyle needs.

Your first Consultation is Free, so contact us and arrange an appointment to come in and discuss your situation with one of our friendly advisors today.

BUSINESS OWNER

“Our intent is to help grow your wealth & protect your assets.”

Robert Coulson ~ CFP® | FPA

Business Owner

We have been looking after business owners for over 30 years. Your business is such a huge part of who you are, we look at your personal finances, business and any other structures you may have in place, such as trusts or SMSF to ensure we understand all of your needs.

We can work in conjunction with your accountant to make sure you have the most appropriate tax structures in place to maximise your business and personal income while reducing tax liability.  We also review your business insurances and succession strategy, to help ensure you are protected when you retire or are no longer able to work in your business due to illness or death. On top of this, we will also consider your personal financial situation with the intent to grow your wealth and protect you and your family, so you can have the fulfilling life you work hard for.

Your first Consultation is Free, so contact us and arrange an appointment to come in and discuss your situation with one of our friendly advisors today.

RETIREES

“We will help you set the foundations for a financially secure retirement.”

Robert Coulson ~ CFP® | FPA

Retirees

You’ve worked hard your whole life. Maybe you’ve achieved some of your goals and are now thinking about what you want to achieve during your retirement years or perhaps you are looking to downsize your home or need to look at aged care options for your parents. Often people haven’t sought financial advice until their late 50’s or early 60’s, but it’s not too late to set the foundations for a financially secure retirement.

These are the years when the kids are finally off your hands, and it’s likely your mortgage is already paid out in full or has reduced substantially, so you have surplus cash to invest for the future. We work with you to maximise your retirement savings and ensure that you have strategies in place that will support you throughout retirement.

Your first Consultation is Free, so contact us and arrange an appointment to come in and discuss your situation with one of our friendly advisers today.

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

Robert Coulson ~ CFP® | FPA

Contact us Today to Receive your Complimentary Consultation. All it costs is 30 minutes of your time.

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