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BEST RATED COFFS HARBOUR NSW FINANCIAL SERVICES

3 Best Financial Services in Coffs Harbour NSW

Expert recommended Top 3 Financial Services in Coffs Harbour NSW. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

HQB Financial Solutions
HQB Financial Solutions
Coffs Harbour Financial Services HQB Financial Solutions video
6+ YEARS IN TBR
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HQB FINANCIAL SOLUTIONS

(4.9 Score)
Shop 7, 13-15 Park Avenue,
Coffs Harbour NSW 2450 Directions

Since 1955

Specialty:

✓ Financial Planning and Advice ✓ Wealth Management ✓ Personal Insurance ✓ Super Fund Management ✓ Investment Services ✓ Retirement Planning ✓ Centrelink Support ✓ Insurance Claims

“HQB Financial Solutions is led by adviser Craig Jackson. They are a small boutique financial planning business that delivers personal one-on-one service and meets expectations through a trusted long-term relationship. They are committed to assisting their clients in achieving their objectives, which, in Craig’s opinion, can only be done with plain English advice delivery. HQB Financial Solutions is tired of clients being subjected to a sales box-ticking approach, which, unfortunately, has dominated the financial sector for too long. They provide a personal approach to your needs.

2025 Update: HQB Financial Solutions is a trusted household name for over 60 years.”

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License ABN 16 991 573 024 | 248249

Contact:

02 6699 3649

Mon-Fri: 8:30am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Invest Blue
Invest Blue
Coffs Harbour Financial Services Invest Blue video
4+ YEARS IN TBR
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INVEST BLUE

(4.8 Score)
Level 1, 30 Gordon Street,
Coffs Harbour NSW 2450 Directions

Since 1996

Specialty:

✓ Financial Advice ✓ Financial Health Check ✓ Budgeting and Goal Setting ✓ Investing ✓ Insurance ✓ Lending ✓ Aged Care ✓ Retirement Planning

“Invest Blue assists in managing their clients’ wealth to ensure that they maximise the opportunity to live their best possible life. They help you make better decisions with the support of tailored financial advice. They have access to independent, specialised investment knowledge through Russell Investments, a global leader in investment research. Invest Blue surveys its clients routinely throughout the advice process and engages an external research firm to undertake an annual review.

2025 Update: They have a strong team of financial planners as well as a dedicated lending team to support those looking for home loans or investment mortgages. You can contact them to book a consultation.”

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License ABN 91 100 874 744

Contact:

02 6659 4600

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

IT'S A MATTER OF MONEY
IT'S A MATTER OF MONEY
IT'S A MATTER OF MONEY
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IT'S A MATTER OF MONEY

(4.8 Score)
PO Box 1069,
Coffs Harbour NSW 2450 Directions

Specialty:

✓ Superannuation ✓ Retirement Planning ✓ Personal Insurance ✓ Investment Strategies ✓ Centrelink Claim Assistance ✓ Cashflow Planning ✓ Tax Planning ✓ Debt Management

“IT'S A MATTER OF MONEY's Managing Director is Jared Ebeling. He holds a Bachelor of Business, a double major in Finance and Economics and a Diploma in Financial Services. He has the academic acumen to match his 19 years of expertise. He is about seeing you grow your wealth and crafting strategies to help you save, secure and make the most of it. They are committed to being your trusted advisers on all of your money matters. They also visit Ballina, Maclean, Yamba, Grafton, Woolgoolga, Sawtell, Bellingen, Macksville, and Nambucca for meetings, or if you are located outside of these areas or interstate, let’s get together for an online consultation.”

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License ABN 60 613 813 111

Contact:

02 5626 5377

Mon-Thu: 9am -4:30pm
Fri: 9am-4pm
Sat & Sun: Closed

TBR® Inspection Report:

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HQB FINANCIAL SOLUTIONS REVIEWS

Very professional, knowledgeable, and provides excellent customer service. Craig explained everything and answered all my questions in a way that was easy for me to understand. I highly recommend Craig and his team.

Craig and Kim are a Fantastic Team that provide the highest quality financial advice and service to their clients. I thoroughly recommend their services.

Thank you for your help with information about your previous owner of this business.

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INVEST BLUE REVIEWS

Nick Grady has been our Adviser for many years, previously with NAB Financial Planning. We were extremely pleased that he gained employment with Invest Blue so that we could continue our relationship without having to re-invent ourselves with new personnel. We have been well satisfied with his past advice and he certainly helped in our smooth transition to a new institution. He has always been available when required and he understands our situation and what we expect from our investments. We look forward to our continuation in the forth coming years. Regards Trevor and Joan Baker

Gretel has been like family to my husband and I. She genuinely cares about the quality of our lives and where we are heading in regards to our retirement. Nothing is too much trouble. We feel safe in the knowledge that Gretel does have our best interests at heart. She's a local girl with deep connections in our area. We couldn't be happier.

We had a great experience dealing with all the staff at Invest Blue, everyone was extremely knowledgeable and provided us with great service and advice that suited our situation perfectly. We have recommended them to both family and friends and will definitely be using them again

IT'S A MATTER OF MONEY REVIEWS

Jared and Sue make an incredible team. Jared invests time to understand your unique needs and goals, crafting personalised solutions to suit your financial situation. He can simplify complex concepts making navigating finances easy. Jared is very knowledgeable and saved us money! Highly recommend him.

Great advice. Consideration given to all our financial goals. Highly recommend this company. We have found service ethical and honest as well as great communication.

Jarrod is always available to speak to and see if needed. His advice is invaluable and he has our full trust.

TBR® Inspection Score Report

HQB FINANCIAL SOLUTIONS Total Inspection Points: 117/120
Business Hours: 9
Complete Info: 9
Review Analysis: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

INVEST BLUE Total Inspection Points: 116/120
Business Images: 8
Business Hours: 9
Complete Info: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

IT'S A MATTER OF MONEY Total Inspection Points: 115/120
Acknowledgements: 9
Business Hours: 9
Business Images: 9
Reviews Accuracy: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10