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Home>Financial Planning in Shellharbour>Cove Financial Group

Cove Financial Group

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Trading for 2 years

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About Cove Financial Group

Cove Financial Group was established in 1989 and is a boutique award winning advice practice. We pride ourselves on building long term partnerships with our clients, providing continued education and guidance to assist in making informed decisions and ultimately achieve successful personal and financial outcomes. We will assist you in identifying where you are now and what you truly want to accomplish. Our aim is to provide you with �peace of mind and confidence in your financial future�. We plan the map together for a long and interesting journey and we feel honoured to be involved in the challenges and rewards that you may experience along the way. Talk to to Cove Financial Group for advice on planning your Retirement or any other financial requirements.

Products

  • Superannuation Products

  • Retirement Income Stream Products

  • Managed Funds/Wealth Creation Products

  • Risk Insurance Products ie: Life, Total and Permanent Disablement Insurance, Trauma and Income Protection

  • SMSF

Services

  • We provide tailored solutions on:-

  • Superannuation

  • Retirement

  • Wealth Protection Insurance

  • Wealth Creation

  • Assistance with Centrelink

  • Aged Care

  • Estate Planning

  • Investment Selection

  • Redundancy Planning

  • Understanding Risk and Volatility

  • SMSF

  • Education Planning

  • Employer Superannuation

Reviews

5 rating

3 reviews

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3

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DR

D & E Richardson

7 years ago

After considerable bad investment choices and many financial losses with poor investment advice, we moved our finances to Cove Financial Group. It was the best thing we ever did. Michael Edwards and his team at Cove Financial Group have been fantastic and have improved our investments ten fold with their sound investment advice and honest good service. We are now both semi retired and boosting our monthly income with an Allocation Pension fund and enjoying life. Our finances are finally back on track and life has definitely improved. We would both highly recommend this firm for their integrity and service but foremost for their financial advice.

BC

Bruce Coudrey

7 years ago

These guys take the time to personally study each clients needs and tailor a package to suit Their staff are highly professional, friendly, well informed and offer great client communication. Highly recommend this company for anyone.

RC

Reece Connley

7 years ago

Amazingly professional team, what an absolute pleasure to deal with!

Location

1/1 Wattle Rd, Shellharbour NSW

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Licences

  • ABN: 17 054 397 465

  • Members of the Financial Planning Association

  • Members of the Australian Institute of Company Directors

  • Members of the Shellharbour Small Business Network

  • Members of the Illawarra Business Chamber

  • Members of the Shellharbour City Business Chamber

  • Members of the Kiama Business Chamber

Cove Financial Group

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