Midcoast Financial Planning Group

30/11/2025

Our Taree office has moved! You can find us at our new location at 225 Victoria St, right above LJ Ho**er.

22/11/2025

We were very proud to support Bulahdelah Police Charity Golf Day yesterday. Congratulations to the boys for an enjoyable and successful day fundraising for local charities. 👏

23/09/2025

We are proud sponsors for the 2025 Bulahdelah Police Charity Golf Day! Join us on the 21st of November, have fun and help support a great cause! Registrations via Bulahdelah Golf Club

08/09/2025

We’re Hiring! Receptionist / Administration Officer

Join our Financial Planning Team in Tuncurry & Taree!

Are you organised, friendly, and ready to be the welcoming face for our clients?

We’re looking for someone to handle calls, coordinate appointments, and support our team with day-to-day admin. While prior experience with XPLAN is preferred, we’re happy to provide training for the right candidate.

What we’re looking for:
- Positive attitude & great communication
- Strong organisational skills
- Comfortable with Microsoft Office
- Willing to travel between Tuncurry & Taree offices

What we offer:
- Supportive team environment
- On-the-job training & development
- Long-term career path in financial services

If you think you’re the right fit, send us a message - we’d love to hear from you!

22/05/2025

Our thoughts are with everyone affected by the floods throughout Hunter and Mid North Coast.

We’re sending strength to those impacted, and deep gratitude to the emergency crews and volunteers working tirelessly to help. Stay safe.

Image of Taree sourced from ABC news

19/12/2024

Merry Christmas and Happy New Year from Midcoast Financial Planning Group! As 2024 draws to a close, we want to take a moment to say a huge thank you for your continued trust and support throughout the year.

Our office will be closed from Monday 23rd December and reopen Monday 6th January. For urgent enquiries please contact us on 1300 854 764.

Wishing you and your family a safe and happy festive season!

21/11/2024

It's a beautiful day for the Police Charity Golf Day. Midcoast Financial Planning are proud to be major sponsor ⛳️

17/11/2024

🌟 Unlock Your Retirement Potential! 🌟

Are you or a loved one trying to navigate the Age Pension and assets test? 🤔💭

As you approach retirement, understanding the Age Pension and how the Assets Test works is crucial for maximising your financial security.

Here’s what you need to know:

✅ Eligibility: The Age Pension provides income to older Australians, but it’s based on both your income and assets.

🏠 Assets Test: The more assets you have, the lower your pension will be. If your assets exceed certain limits, you may not qualify for the full pension (or any pension at all).

💰 Impact of Assets: The value of your property, savings, and investments all count towards the test. Your primary residence may be exempt, but be aware of the rules.

🔑 Strategy: Effective planning can help you manage your assets, ensuring you stay eligible for the full pension or a part pension. Regular financial reviews are key!

If you're nearing retirement, it’s time to understand these rules and plan ahead to make sure you get the support you’re entitled to.

🌟 Join us at Midcoast Financial Planning Group and let’s secure your financial future together! Contact us today for a consultation and take the stress out of Retirement financial planning!

📞1300 854 764
📧 [email protected]

Our latest article is here to guide you through the complexities and help you make the most of your retirement benefits. 📊💡

👉 Read More https://midcoastfpg.com.au/insights/weighing-up-the-age-pension-and-the-assets-test/

Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have just received an Age Pension boost as a result of the Department of Social Services lifting its fortnightly payment rates. The full Age Pension rate for singles has increased ...

18/10/2024

💼 Secure your financial future! 💰

Build strong financial foundations to thrive during uncertain times. From setting up an emergency fund, creating a spending and investment plan, to safeguarding your future with insurance, superannuation, and estate planning—these steps will keep your finances on track. Don’t wait for a crisis to take action!

Contact us on: 1300 854 764.

Read more on our latest blog: https://midcoastfpg.com.au/insights/5-practical-tips-for-getting-your-financial-foundations-right/

13/10/2024

We are very proud to support the Bulahdelah Police Charity Golf Day.

Register via Bulahdelah Police Station!