ABOUT US
Coast Finance Group was established in 2020 by a group of like-minded individuals; Kimberley Cunningham, Garry Green, Natalie Spence and Brendan Guthrie.
Sharing similar career backgrounds, the four founding directors each realised they wanted to take their experience, knowledge and skills to build a business that was focused on three important values; trust, experience and strong relationships. The team came together with this common goal of building trustworthy client relationships where they were able to provide personalised guidance, and from that premise, Coast Finance Group was created.
The team takes pride in the positive relationships they have built with their clients, which are maintained by trust and authenticity. In taking the time to listen and understand to each client’s needs, the team is able to identify and strategically approach every situation and deliver the most appropriate solution, ensuring that their individual finance goals are fully realised and honoured.
The company has grown and in calendar 2024, directors Garry, Natalie & Brendan are supported by a team consisting of Loan Assistants Nivek Logue, Emilee Stitt, Lilly-Jane Babic & Sam Clark, Commercial Lending Associate, Jarrod Glover and Practice Manager, Sharon Crich.
With over 150 collective years of experience in the finance and banking industry, the Coast Finance Group team are well equipped with the skills and knowledge to give the right advice every time.
WHY CHOOSE COAST FINANCE GROUP ?
For Coast Finance Group, finance broking is about more than just the money; it’s about you. The team takes the time that’s needed to get to know each client by listening to and understanding each individual circumstance, and in doing so, are able to deliver an informed, tactical solution that is customised for each and every client.
The business was established on the foundations of strong relationships, trust and expertise, and is made up of a team of four highly experienced individuals who all strive for these values. Each have had an extensive career in the finance industry and are well versed in all areas, such as Personal Lending, Business Lending, SMSF Finance, Development Finance, Invoice Discounting Finance and Cash Flow Finance. But more importantly, each share a common passion for using their experience to better the lives of others – financially speaking.
Garry, Natalie and Brendan are committed to going above and beyond for their clients. They treat each situation as if it were their own and in doing so, take the time to find the best possible outcome that is uniquely tailored to each individual client.
Vision/Mission Statement
Coast Finance Group knows that financial advice is about more than the money; it’s about giving their clients real, personalised advice that can better their lives wholly. The team is committed to being there through every step of their financial journey, and in doing so being the advisors Novocastrians can always rely on.