Central Coast Financial Advisor

The Financial Planner You Can Trust.

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Why Choose Coleman Wealth

Achieving financial freedom is a goal that requires careful planning and strategic decision-making. To embark on the journey towards financial independence, it is essential to establish a comprehensive and well-structured plan.

At Coleman Wealth, we understand the importance of having a comprehensive financial roadmap tailored to your specific needs and aspirations. 

This commitment ensures that our sole objective is to provide advice that serves your best interests. Our team of experts have extensive experience in helping clients implement tax-effective strategies. We understand the intricacies of tax laws and strive to incorporate tax considerations into all our financial recommendations.

Drawing upon our robust understanding of taxes, our aim is to help you maximise your wealth growth in the most effective way possible while making informed financial decisions.

With Coleman Wealth by your side, you can trust that our financial advice will be based on a deep understanding of your unique circumstances and a commitment to your financial well-being.

 

Meet Your Financial Advisor

Nathan used to look after our clients by servicing them in all areas of taxation advice and business advisory services. He would conduct most of our client face-to-face meetings and would assist with business mentoring, strategic planning, SMSF compliance, tax planning and structuring advice.

Nathan has a passion for helping people improve their financial position which is why he moved to a business advisory role and is now transitioning to financial planning. He brings with him a wealth of accounting and taxation knowledge, premium client servicing and an understanding of client pain points.

Nathan Profile Photo (2)

Financial Planning Services

Wealth Management

A financial advisor is highly skilled in portfolio management and will offer invaluable expertise to you. With our deep understanding of market trends, risk assessment, and investment strategies, we assist clients in constructing well-diversified portfolios that align with their financial goals and risk tolerance. Through careful analysis and regular monitoring, we ensure that the portfolio remains balanced and optimised for maximum growth while minimising risk to help you improve your financial situation.

Your financial advisor will provide investment advice through financial planning strategies and tax minimisation strategies. The financial advisor will utilise their expertise to develop a personalised plan that aligns with your financial goals while minimising tax payable. This ensures clients make informed investment decisions and optimise their investments while reducing tax liabilities.

An individual financial plan is necessary to achieve your financial goals. We offer specialised strategic advice on your super contributions to help you achieve your financial and lifestyle goals. Retirement planning is something that all individuals should consider. Our financial planners can develop a financial plan for when to start your pension and maximise your finances in the retirement phase.

Self-Managed Super Fund Advisory

An SMSF gives you maximum control over your retirement, but with that control comes additional risks, complexities and compliance. At Coleman Advisory we offer a full spectrum of SMSF services to make your super fund simple. We offer self-managed super fund accounting to ensure compliance with tax laws. However, your financial advisor will be able to assist with cash flow management and investment advice to help you achieve the financial future you want. Your financial planner will also be able to provide retirement advice to ensure a smooth transition into the pension phase.

Insurance

Insurance is often something overlooked by most individuals, but it can be a vital safety net for when unexpected events happen. Your financial adviser will evaluate your life and Total Permanent Disability (TPD) insurance needs for you.

We thoroughly assess individual needs, financial circumstances, and risk tolerance to determine the appropriate level of coverage required. Based on this analysis, we offer informed recommendations on life and TPD insurance providers that best suit clients' specific situations.

Additionally, Coleman Wealth's financial advisors recognise the importance of income protection insurance in safeguarding individuals against unexpected events that may impact their ability to earn an income. We provide guidance on suitable income protection insurance options, helping clients secure a safety net that offers financial security in case of unforeseen circumstances.

Our insurance recommendations will always have your best interest in mind. We are not directly affiliated with any specific provider, which enables us to pursue the most appropriate and relevant insurance options for you. Our aim is to secure the protection you need, with a policy tailored to your specific needs.

The Coleman Advisory Difference

Are you sick of waiting for accountants to turn around your work, or even a total non-completion of your compliance work? We know how frustrating this can be for a business, that's why for all our services we aim to turn around your work quickly so you can focus on your building project. We can do this by always allowing enough time for jobs and never taking on more work then we can commit to, allowing us to service clients at a premium level. As a builder, you don't want to have to worry about if your home warranty insurance will be approved or not, or stress about a fixed contract. Coleman Advisory's services are preventative and proactive giving you the edge you need to complete your building contract stress-free. So if you're a builder who wants to focus on what you do best, building, contact us today!

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FAQs
4 min read

The Importance Of Management Reporting For Business Success

Feb 28, 2023 by Nathan

As a business owner, it’s essential that you measure your financial results and key drivers in your business....
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The Benefits Of Hiring a Small Business Coach

Jan 23, 2023 by Nathan

With rising costs of living and inflation the last thing on any business owners mind is unnecessary expenses. A lot...
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What Is Business Planning?

Nov 2, 2022 by Greg Coleman

Business planning is essential to ensure business success, this generally starts with drafting a business plan. Having...

Nathan Bapty is an Authorised Representative of GPS

Wealth Ltd AFSL 254 544, Nathan Bapty is a Sub-Authorised

Representative of Coleman Wealth Pty Ltd ABN 93 670 350 071,

a Corporate Authorised Representative (No. 1306084)

of GPS Wealth Ltd ABN 17 005 482 726 

 

Licensee contacts  

T 02 8074 8599   

E info@diverger.com.au 

W www.gpswealth.com.au  

A Level 7, 115 Pitt Street, Sydney, 2000 

 

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General Advice Warning: The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs. 

Disclaimer: Whilst Coleman Wealth Pty Ltd is of the view the contents of this website are based on information that is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Coleman Wealth Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Coleman Wealth Pty Ltd or GPS Wealth Ltd.