South Coast Wealth Management Pty, Ltd

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Welcome to South Coast Wealth Management

South Coast Wealth Management is a privately owned and operated Financial Planning firm. We hold an Australian Financial Services Licence (No. 222274) and provide financial advisory services to individuals and businesses.

South Coast Wealth Management aims to develop long term relationships with clients to assist them in the achievement of their financial goals. We adopt a transparent fee-for-service offering and are committed to acting in the best interests of our clients at all times.

Our approach is to support you achieving your short term financial goals, whilst planning for your long term future.

One of our many services is Aged Care Financial Planning

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"Kayleigh, I just wanted to thank you for the advice you have given us. I know it is your job but I am so grateful that we found you. I spoke to one other financial adviser who did not have anywhere near your depth of knowledge or understanding of delicate family situations.

We are proceeding with renting the property and hopefully looking after Mum & Dad's hard earned in the best way possible."
--Our Valued Clients
More "I would have no hesitation in recommending Kayleigh Patmore as a Financial Adviser who always acts with honesty and integrity.

It is wonderful to see a Financial Adviser specialise in a niche market such as aged care, where she can make a tremendous difference to the elderly and their families by ensuring their financial assets are protected for their needs and those of their dependants."
--Our Valued Clients
More "The main thing we like about the management and staff is the friendly reception we always receive when we are in the office and the way investment information is conveyed to us. Darren has very good communicative skills and talks in a language we can understand."
--Our Valued Clients
More "We appreciate the burden lifted by Darren and his team at SCWM by managing our investments.

A top team, with great strategies."
--Our Valued Clients
More "I have been so pleased with Darren and his team at SCWM. They look after my funds well which makes me happy.

Each member of the team is always helpful, polite and professional."
--Our Valued Clients
More "Kayleigh, I just wanted to thank you for the advice you have given us. I know it is your job but I am so grateful that we found you. I spoke to one other financial adviser who did not have anywhere near your depth of knowledge or understanding of delicate family situations.

We are proceeding with renting the property and hopefully looking after Mum & Dad's hard earned in the best way possible."
--Our Valued Clients
More "I would have no hesitation in recommending Kayleigh Patmore as a Financial Adviser who always acts with honesty and integrity.

It is wonderful to see a Financial Adviser specialise in a niche market such as aged care, where she can make a tremendous difference to the elderly and their families by ensuring their financial assets are protected for their needs and those of their dependants."
--Our Valued Clients
More "The main thing we like about the management and staff is the friendly reception we always receive when we are in the office and the way investment information is conveyed to us. Darren has very good communicative skills and talks in a language we can understand."
--Our Valued Clients
More "We appreciate the burden lifted by Darren and his team at SCWM by managing our investments.

A top team, with great strategies."
--Our Valued Clients
More "I have been so pleased with Darren and his team at SCWM. They look after my funds well which makes me happy.

Each member of the team is always helpful, polite and professional."
--Our Valued Clients
More