Coulson Financial PROFESSIONAL, RELIABLE & EXPERIENCED

“Our vision is to develop valuable, long-term relationships with our clients, to assist them in successfully reaching their financial and lifestyle objectives.”

Robert Coulson ~ CFP® | FPA

Coulson Financial We've been here for you since 1987. Why trust anyone else?

Coulson Financial is a privately owned financial planning practice situated in Doncaster East, Victoria.
As a boutique firm, we are able to offer our clients quality, personalised service and ongoing support through regular reviews. We make it our responsibility to understand your financial needs and lifestyle objectives. 
Managing your own financial and estate planning affairs can be a time consuming and bewildering process. Our advisers aim to work side-by-side with their clients to reduce this burden and to ensure that their clients feel secure about their financial future. 
For each of our clients, we prepare an individually tailored financial plan to assist them to create wealth for their future and protect their families from financial hardship. Periodic reviews of your financial plan are conducted to ensure that you remain on track to meet your goals and objectives. 
If you feel that you could benefit from the services of our experienced financial planners, please contact our office so that we can arrange an obligation free, complimentary meeting.

Call us today! 03 8848 3300

 

“We are dedicated to providing our clients with the highest level of quality and personalized service”

Robert Coulson ~ CFP® | FPA

Our Services Let us take the worry away for you

Wealth Creation

Wealth Creation

Coulson Financial help you make a Road Map for Wealth Creation, Protection & Retirement. 

Reducing Tax

Reducing Tax

Coulson Financial help you develop tax effective strategies to maximise your wealth creation.

Investment

Investment & Risk Strategies

Coulson Financial have investment and risk specialists to help you build and protect your financial wellbeing.

Don't Get Caught Out! Let us help you know what to look out for

Read Below

Contact us Today to Receive your Complimentary Consultation. First 30 minute Consultation is on the house!

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Testimonials See what our customers think

  • “Coulson Financial cares for our Family”

    I have been a client of CFS for 12 years.  During this time they have been wonderful, very astute and caring for our family.  Not only have they managed our family finances brilliantly, they have been empathetic in helping us go through a family member with dementia needing aged care, dealing with a loved ones legacy and in general all the family’s finances. I can recommend CFS for their friendly, courteous manner in all circumstances.”

    Christine Christie ~ WHEELERS HILL, VIC

  • “Given sound technical information on investment strategies”

    We have been clients of Coulson Financial for more than 10 years and we have always found them to be professional and best of all available for consultations outside normal business hours. They have given sound technical information on investment strategies and have always carefully detailed risks and reasonable expectations of returns. They have assisted us lately in our transition to retirement and we have no hesitation in recommending their services to anyone with a need for financial planning.

    Ann & Patrick Talty ~ DIAMOND CREEK, VIC

  • “Has set our family in good stead for the future”

    I have dealt with the Coulson group for over twenty years and Ken’s advice as
    with Rob’s has had a huge effect on our superfund. Our family has a SMSF and
    their advice over the years has set our family in good stead for the future.
    I would recommend Coulson Financial as they are consistently giving excellent advice that
    has enhanced our Fund, they are now great friends of our family.

    Barry Bourke ~ BARRY BOURKE MOTORS, BERWICK, VIC

  • “Great advice and a genuine interest in us as people”

    I have enjoyed the benefits of my relationship with Coulson Financial and our advisor Lindsay Hodgson for a number of years. Great advice, clarity of options in our portfolio management, a willingness to understand our needs and goals for our wealth creation and management and most of all, a genuine interest in us as people.

    David Ryan ~ CHANGE MANAGEMENT SYSTEMS, ROSANNA, VIC

  • “I would highly recommend their services”

    Lindsay has been my Financial Advisor for many years and has guided us through many financial decisions, including the establishment and management of my  Self Managed Superannuation fund, personal insurances and other financial and investment opportunities.  Lindsay is very knowledgeable and always reviewing and evaluating new areas and opportunities for investment.  I look forward to working with Lindsay and Coulson’s for many years to come and would highly recommend their services.

    Dr Anthony Eglezos ~ NORTHCOTE, VIC

Coulson Financial Services (ABN 97 799 865 395) is a Corporate Authorised Representative No. 328223 of
Integrity Financial Planners Pty Ltd (ABN 71 069 537 855) Australian Financial Services Licence: 225051 Ph: 03 9723 0522

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