Coastal Financial Consultants
Investing in Your Future, Today.
We’re a Mortgage & Finance broking team. We take the time to understand you as a person, not just a number. With access to over 30 major lenders, we tailor lending solutions to your needs, whether you’re buying, refinancing, or navigating more complex finance options.
Our team is committed to supporting clients with knowledge
and solutions tailored to their individual circumstances.
Our role is to guide you through your loan choices and help you feel confident in your decision. With access to a wide range of options from our panel of lenders, we’re here to provide clear, straightforward support. We keep things transparent, uncomplicated, and centred around your needs.
Our Services
My Home
Whether you’re buying your first home or upgrading, we help you find a home loan that suits your lifestyle and long-term goals, with guidance every step of the way.
Refinance
Not sure if your current loan still fits your needs? We help you review your options and explore whether refinancing could better suit your circumstances.
Investment
From your first investment property to a growing portfolio, we support you with lending options designed to align with your investment goals and plans.
Debt
Consolidation
If you’re managing multiple repayments, consolidating your debts may help simplify your finances. We work with Businesses to assist with other finance challenges and support with a sound background in Finance
Construction
Loans
Building a home comes with extra complexity. We guide you through construction loan options and help manage the process from start to finish.
Personal & Asset
Loans
Looking to finance a vehicle or other personal asset?
We help you explore loan options that suit your budget and needs, with clear and practical guidance.
About Us
At Coastal Financial Consultants we created our business because we believe finance should feel supportive, transparent, and human.
Whether you’re buying a home, investing, refinancing, or securing a personal loan, our role is to guide you with honesty and clarity every step of the way.
We’re professionals who truly care about the community we serve. We take the time to listen, understand what matters to you, and shape lending options that align with your goals, not the other way around.
Our objectives are simple
✨ We put people before profit.
✨ We lead with integrity.
✨ We make finance feel easier, clearer, and more personal.
We partner with a variety of lenders, giving you flexible options
designed around what matters most to you.
Our consultant team provides access to loan options from over 30 major lenders and has experience supporting more complex scenarios, including split loan structures, guarantor arrangements, and construction finance.
Meet our Team
Our team are passionate about simplifying finance, leveraging their lender expertise and utilising our efficient technology to streamline the loan process and remove the stress. We are and end to end solution, ensuring efficient approvals and the most suitable outcomes for clients.
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Liz Andrew
Liz leads with experience, warmth, and an incredible ability to make clients feel understood. Her strong expertise in home lending from background in the finance sector, and her drive to achieve the most suitable outcomes are why so many trust her with their needs.
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James Allen
James brings a strong finance background and a sharp analytical mind to the team. He thrives on momentum, whether he’s working through home loan scenarios or planning his next fishing trip.
Lexy Allen
Lexy is known for her ability to build strong relationships. She takes the time to understand each client’s needs and is committed to delivering an experience that feels personal, supportive, and aligned.
Enquire below
We would love to hear from you
By submitting this form, you acknowledge that Coastal Financial Consultants Pty Ltd may collect and use your personal information (including your name, contact details and any information you choose to provide) for the purpose of responding to your enquiry and providing credit assistance services. We may also use this information to contact you about your request and any related services.We handle all personal information in accordance with our Privacy Policy, which explains how we collect, use, store, and disclose your information, as well as how you may access or correct your information or make a complaint.A copy of our full Privacy Policy is available on our website at any time. If you do not provide the requested information, we may be unable to respond to your enquiry or provide you with credit assistance