Cove Financial Group
About the Business
Welcome to Cove Financial Group, the Illawarra's leading financial planning practice located in Shellharbour, Australia. At Cove Financial Group, we specialize in providing personalized financial services to help our clients achieve their goals and secure their financial future.
Our team of experienced professionals is dedicated to building long-term partnerships with our clients. We believe in providing continued education and guidance to ensure that our clients are well-informed and able to make informed decisions. Whether you need assistance with understanding investments, contributions, or tailored strategies, we are here to support you every step of the way.
We understand that everyone's financial journey is unique, which is why we take the time to identify where you are currently and what you truly want to accomplish. Our aim is to provide you with peace of mind and confidence in your financial future. Together, we will create a personalized plan that aligns with your goals and aspirations.
Working with Cove Financial Group means that you have a whole team of dedicated professionals to assist and support you. Our expertise extends to areas such as transition to retirement, investment planning, generating income, tax-effective strategies, alternative investments, and tailored structures. No matter what your financial needs may be, we have the knowledge and resources to help you navigate the complex world of finance.
As an authorized representative of AMP Financial Planning Pty Limited, we adhere to the highest standards of professionalism and integrity. We are committed to providing you with the most relevant and up-to-date information to help you make informed decisions. However, please note that the information on this website is general in nature and may not take into account your specific objectives, financial situation, and needs. We encourage you to consider the appropriateness of the information in light of your personal circumstances.
At Cove Financial Group, we feel honored to be involved in the challenges and rewards that you may experience along your financial journey. Our goal is to be your trusted partner, providing you with the guidance and support you need to achieve successful personal and financial outcomes. Contact us today to start planning your long and interesting financial journey with Cove Financial Group.
Location & Phone number
1 Wattle Road, Shellharbour, New South Wales 2529, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"These guys take the time to personally study each clients needs and tailor a package to suit. Highly professional and friendly. Well informed and great client communication. Highly recommend this company for anyone."
"Amazing team, what an absolute pleasure to deal with!"
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