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Testimonials

Read Reviews Left by Satisfied Customers of Central Coast Financial Planning Group

Jamie Y

I’m so grateful to have Ryan as my financial advisor. I have had the assistance of Ryan for many years, he has helped me make wise financial choices and excel in my business. I would not hesistate to recommend Ryan to anyone seeking financial services.

Rach M

We had a complimentary 1st meeting with Matthew from CCFPS. He was professional and highly knowledgeable and helped us to build a vision for our financial future. Matthew really took the time to understand our personal circumstances and there was no pressure to sign up to anything that didn’t suit our needs.

Alison C

Excellent Experience Central Coast Financial Planning Group never fails to provide a world class service. Rosie is extremely professional and friendly. Very easy to communicate with, and has been efficient with every interaction I’ve had with her. They have exceeded my expectations, well done to all the team Highly recommended

Abagail P

Rosie was fantastic with helping us navigate the red tape and hoops to jump through for Centrelink, Aged care & having to take over someone’s affairs. We only wish we’d contacted CCFPG sooner!

Chris L

Tanya and Anthony were professional, personable, honest and caring. I would not hesitate to recommend them them. 100% good value

Noel and Jenny

Some members of our family had highly recommended the Central Coast Financial Planning Group and when we were getting ready to retire, we decided to make contact with CCFPG for support. The team provided a thorough retirement plan that we were comfortable with. They took the time to explain things to us simply and give us clarity around the whole process. We are now comfortably and happily retired and our plan is going great! We are happy to recommended CCFPG to friends and other family members because our entire experience has been so enjoyable. We take this opportunity to thank Rosie for her efforts, support and honesty over the preceding months.

Bob and Marion

We have been with Retire Invest for many years now, originally in Sydney. When we retired on the Central Coast, we were more than happy to begin our advice relationship with CCFPG to help secure our retirement finances. Rosie and the team at CCFPG give us great support and excellent advice that is very easy for us to understand. We recommend the CCFPG team to others looking for great financial advice.

Lynette and Robert

We happily recommend CCFPG as an excellent financial planning team. We were seeking support and advice to consolidate our investments, including our superannuation. The friendly team at CCFPG drew everything together efficiently and helped us to minimise tax. Overall, we are very happy with our advice and the experience.