Financial Planning in Tuncurry
Taree and Port Macquarie
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Life and Disability Insurance + Business Succession Planning
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Our Specialties
Financial Planning
Understand your financial position and develop a structured plan to achieve long-term goals. Guidance covers budgeting, cash flow, insurance, investments and estate considerations to help you manage your money with confidence.
Retirement Planning
Plan your transition to retirement with confidence. This service helps assess income needs, super access options and government benefits to create a reliable, tax-effective retirement income strategy.
Aged Care
Navigate the financial side of aged care with helpful advice. Understand care costs, accommodation payments and Centrelink assessments to make informed decisions that balance comfort, affordability and family priorities.
Superannuation
Receive clear advice on consolidating, contributing to and managing your super. Learn how different strategies can impact your retirement savings, making certain your fund performs in line with your future lifestyle needs.
Investments
Access knowledgable investment guidance focused on your financial goals, time horizon and risk profile. Learn how diversified portfolios, asset allocation and review strategies can support consistent long-term outcomes.
Centrelink Advice
Receive guidance on Centrelink entitlements, including the Age Pension and related benefits. Understand eligibility, income testing and claim processes ensuring your entitlements are accurately managed and maintained.
Life & Disability Insurance
Receive guidance on Centrelink entitlements, including the Age Pension and related benefits. Understand eligibility, income testing and claim processes ensuring your entitlements are accurately managed and maintained.
Our Advisers
Jake Siddle
FOUNDER & SENIOR FINANCIAL PLANNER
MELISSA SINCLAIR
PRINCIPAL & SENIOR FINANCIAL PLANNER
Our Process
Our process helps us get to know you - your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
1
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
2
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
3
Implementation
We set your financial plan in action by implementing all your personalised strategies.
4
Monitor & Review
We regularly monitor your progress and review your plan to ensure it remains aligned with your goals.
5
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
6
Guiding Your Finances with Clarity
Midcoast Financial Planning Group can provide you with tailored financial advice across Tuncurry, Forster, Taree and Port Macquarie. Our team of knowledgable advisers aim to help you make informed decisions about your financial future. With a Diploma of Financial Planning and Certified Financial Planner accreditations, our team delivers guidance backed by knowledge, ethics and compliance.
When you choose us, you will benefit from clear strategies in
superannuation,
investments,
retirement and
aged care planning, built on genuine understanding and transparency. Our complimentary
wealth reporting will help you assess your financial position before committing to a plan, providing trust and clarity from the first conversation.

Call 1300 854 764 to arrange your consultation today.
Why Get Financial Advice?
Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?
The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.
Smart Strategies, Real-Life Results
From superannuation reviews to retirement planning, aged care advice and investment management, our services cover every stage of your financial journey. Each recommendation is shaped around your objectives, comfort level and long-term vision.
With specialist knowledge in Centrelink entitlements, income protection, estate planning and self-managed super funds, our advisers make certain all areas of your financial life are considered together. Whether you’re building wealth, planning for retirement or supporting loved ones through aged care, you’ll receive clear, compliant advice designed to help you make confident, informed choices. Explore our services to see how knowledgable guidance can simplify your financial future.
