Coastal Wealth Directions

31/12/2025

Wishing all our clients and friends a wonderful New Year. Thank you for your support in 2025 & we look forward to seeing you in 2026! 🎉🎉

23/12/2025

08/12/2025

Our office will be closing for the festive season on Tuesday 23 December & we will reopen on Monday 12 January 2026.

25/11/2025

Big shoutout & thanks to Kempsey Shire Council for putting up this gorgeous Christmas tree right outside our window this morning 😊. The decorations look fantastic & it’s certainly bought some Christmas cheer to the CBD! 🤩🧑‍🎄🎄

17/11/2025

We love to support a great local cause and Kempsey Families Incorporated do such an amazing job supporting women and families here in the Macleay Valley, so when our local Macleay Valley Business Women's Network was fundraising for them this year, it was a clear winner for us! Plus it's always fun to enjoy some Christmas Cheer at Bucket Brewery! If any of our local clients or friends would like to donate something for the Balloon Raffle, or come along on the evening, let us know!

Information contained in all of our Facebook posts is general in nature only and does not take into account your objectives, financial situation and needs. You should therefore consider the appropriateness of this information in light of your own personal circumstances prior to acting on any of the advice or information provided.

Coastal Wealth Directions is an Corporate Authorised Representative of Personal Financial Services Limited (ABN 26 098 725 145), AFS Licence no. 234459.

10/07/2025

Looking forward to a great night supporting our local businesses!

✨Thank you to Coastal Wealth Directions for joining us as a valued Member Partner for the 2025 Macleay Valley Business Awards!

Your support means so much to our community!

09/07/2025

After a fairly hectic End of Financial Year, we're giving ourselves a little early mark today to celebrate making it to July, and closing at 4pm 😊 Back to normal tomorrow!

08/07/2025

It’s shaping up to be a great night of fun & entertainment at the Macleay Valley Business Chamber Business Awards on Saturday! As a sponsor, we love seeing local business shine & support our local business community.
Last chance to grab your tickets for what is always a special night!

😍A few sleeps away! - 2025 Macleay Valley Business Awards
We are looking forward to meeting up with Andy Nunn -The Mentalist, this Saturday night at the Business Awards Gala!!🍷🥂
🤩Andy Nunn is a mentalist with over 25 years of experience in magic and psychological illusion. Known for his TEDx talk “Seeing Isn’t Always Believing,” Andy blends mind-reading, storytelling, and behavioural science to create interactive performances that challenge perception and engage audiences.
🔥Last chance to get tickets - CLICK HERE: https://macleayvalleychamber.com.au/mvba2025/

26/06/2025

Have you cast your vote for the local business awards yet? 😁. It's been a tough time in the Macleay the last few weeks, and the business awards are such a great way to show support for our local business owners - it's easy to vote, so jump on and be a part of it all!

📣👉It's time to cast your vote in the 2025 Macleay Valley Business Awards!
Show your support for local business and vote in the Macleay Valley Business Awards. 🫶 The Awards exist to celebrate local business in the Macleay with Award recipients to be announced at the 2025 Macleay Valley Business Awards Gala Dinner on Sat, 12 June 2025.

HOW TO VOTE:
🔹Insert your email THEN click the Vote button for every entrant you wish to vote for.
🔹You can vote for any or all businesses but only once per business.
🔹Once you have voted you will receive a validation email which you must validate to have your vote/s count. If you have used this email in a previous years voting you may not need to verify again and will not get an email.
🔹Entrants are listed randomly.
🔹Tick 'opt in to receive emails' if you would like further correspondence from the Macleay Valley Business Chamber.
🔹If you want to vote for a particular entrant, you can search for entrants by typing their business name in the search box.
ℹ️ If you need assistance please email us on [email protected]
⏰Voting closes on the 27th June 2025 at 5pm.
⏩Vote online here: https://macleayvalleychamber.com.au/mvba2025voting/

#𝘔𝘝𝘉𝘈2025

19/06/2025

We’re delighted to announce we have introduced a great new platform to help you manage your entire financial world - at home and on the go.

https://vimeo.com/1074132064/018bf3e4db

Why you’ll love it

● Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances.

● Cashflow & budgeting: auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.

● Tax time made easy: use specially built tax tools to track, tag and store relevant tax information (from transactions to receipts) securely online.

● Digital document signing: sign your important documents electronically, on desktop or through the mobile app. All documents are stored in your wealth portal for easy access.]

Next steps

As your annual review date approaches, you will receive an email prompting you to set up your Coastal Wealth Directions wealth portal.

If you’d like some assistance to get your wealth portal set up now, let us know! Don’t hesitate to give us a call or email us if you have any questions.

Take control with your personal wealth portal.