South Coast Wealth Management

South Coast Wealth Management South Coast Wealth Management is a privately owned and operated Financial Planning firm.

We hold an Australian Financial Services Licence (No. 222274) and provide financial advisory services to individuals and businesses. South Coast Wealth Management is a Principal Member of the Financial Planning Association. South Coast Wealth Management aims to develop long term relationships with clients to assist them in the achievement of their financial goals. We adopt a transparent fee-for-se

rvice offering and are committed to acting in the best interests of our clients at all times. Our approach is to support you achieving your short term financial goals, whilst planning for your long term future.

09/12/2025
I’ve attached a copy of our latest newsletter Prepare for Life - Autumn Edition.
25/03/2025

I’ve attached a copy of our latest newsletter Prepare for Life - Autumn Edition.

Just a reminder ….Our office will be closed for Christmas holidays from Friday (12pm) 20 December to Monday 6th January ...
10/12/2024

Just a reminder ….
Our office will be closed for Christmas holidays from Friday (12pm)
20 December to Monday 6th January .
We look forward to hearing from you on our return .

Which type of financial advisor is right for you? Think through some of these following factors.* End goal :What would y...
03/10/2024

Which type of financial advisor is right for you? Think through some of these following factors.

* End goal :What would you ultimately like to achieve ?
* Comfort Level: How much experience and confidence do you have in your own investing prowess?
* In person vs. virtual: Do you prefer meeting face-to-face, or will a video or conference call suffice?
* Cost: How much are you willing to pay for advice.

10/07/2024

Join NSW Fair Trading to learn essential knowledge about your consumer rights and how to protect yourself against scams. This session is perfect for anyone looking to make informed decisions and stay safe in today's marketplace.

Learn about:
📌 Shopping rights - repairs, replacements, refunds, warranties
📌 Scams awareness - common signs, real-world examples, recovery tips

WHEN: Tuesday, July 23rd | 2:00PM - 3:00PM
WHERE:b Nowra Library
COST: Free!
REGISTER: https://bit.ly/Shopping-Rights-Scam-Awareness or call 02) 4429 3705

19/06/2024

Stage 3 tax cuts

The end of financial year is just around the corner- have you considered how you could maximise your returns ?Grow your ...
14/06/2024

The end of financial year is just around the corner- have you considered how you could maximise your returns ?
Grow your Super with extra contributions, there’s a limit to how much extra you can contribute. The combined total of your employer and salary sacrificed contributions must not be more than $27500 per financial year.

Saving … Investing ….Protecting It alll begins with saving.Saving is your first step towards some financial security .Ke...
15/05/2024

Saving … Investing ….Protecting
It alll begins with saving.Saving is your first step towards some financial security .Keep it , grow it and invest it .
Investing wisely can help your money grow over time.
Building wealth is important. Understanding how to safeguard your assets ensures that your money works for you .
We aim to develop long term relationships with our clients and assist them in the achievements of their financial goals.

‘Tis nearly the Season’ …so we would like to remind you of our office closure dates.We hope you all enjoy the holidays a...
28/11/2023

‘Tis nearly the Season’ …so we would like to remind you of our office closure dates.
We hope you all enjoy the holidays and have a Happy new year .
We are closed from 11am Friday 22nd December and return Monday January 8th .

Address

75 Osborne Street
Nowra, NSW
2541

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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