I engaged Coastline Private Wealth initially to look into my corporate super options for my employees and engineering contractors. The service we received and the result of the changes implemented have been of a huge benefit to all our staff and company as a whole. The most surprising aspect is the ease of which this was carried out and integrated. We now offer a streamlined centralised superannuation process for our accounts team and what’s better is the new fund is outperforming all our contractors’ previous funds with lower fees.
The feedback of those who have subsequently engaged the guys at Coastline Private Wealth that work for Crest has been a resounding positive story. I too was so impressed with the level of professionalism and care given to my employees and company that I have moved my families personal financial affairs and insurance cover under the control of the financial services of Alastair and Joel. It is refreshing to see a company offering a genuine honest, fair and trustworthy service that is always in your best interest. I highly recommend anyone who is thinking about their wealth creation seriously to contact Coastline and have a chat with Joel or Alastair.
Regards,
Brad Stein
General Manager
Crest Personnel Pty Ltd
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Alastair and Joel,
I would like to take the opportunity to say thank you for an excellent job performed by Coastline Private Wealth, both on the De Nada Corporate Super Plan,as well as the personal dealings I had with you both. The service we received from Coastline was very professional, well informed and well explained,and conducted in an effortlessly and efficient manner.
We have had numerous feedback from our staff all of which has been very positive. They like the idea of security (Life, TPD), which is a component of the corporate plan as well as the ability to be able contact Coastline to get specialist advice. I think the fact they know we care about our staff and have entrusted that confidence in Coastline to provide a service reflects very well on your business. As for me personally, you have definitely saved us money on fees by combining all our super into one (both for Sharon and myself). Joel also saved me well over $1,000 by examining my personal wealth protection policies, and also increased my protection as well.
Thanks for all the help and we look forward to a long and prosperous relationship well into the future.
Kind regards,
Peter Peard
Director
De Nada Surveys
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Dear Joel and Alastair,
I am just writing on behalf of Steph and I to send our appreciation for your assistance and advice in getting our personal insurance portfolio settled. The need to do this was something my wife and I had discussed a number of times over the past few years and the sense of relief and peace of mind it has given us alone has been worth it.
The meetings we had gave us concise, articulated options and measured, clear advice. Joel grasped our perspective very quickly and made subtle but helpful changes to the advice we received. The communication was professional and all promises were delivered on time. It has now been a year since those meetings and on cue we received a follow up email outlining the policy renewals for the year ahead.
All in all one of the best interactions I have had with private wealth specialists to date.
We both look forward to working with you in the future.
Best regards,
Mark and Steph
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Joel and Alastair at Coastline Private Wealth are professional, knowledgeable and engaged. We sought assistance to ensure we had the appropriate wealth protection and superannuation arrangements in place and since implementation of their recommendations, we now have one thing less to worry about. Their simple and effective remuneration is transparent and fair. Highly recommended.
Simon and Steph
