About Us

We help clients imagine the life they want, believe it is possible and help them achieve it.

We love financial advice

We are a team of more than twenty amazing people who share the same passion for ensuring the best possible financial advice is attainable for everyone. Combining this passion with our expertise and accreditation’s, we help our clients find financial freedom so they can focus on achieving their lifestyle goals. Sharing the same local communities as our clients helps to build a connection to enable us to partner with them on their journey – whatever that may be.

Where it all started

In 2002, Director Darryn Jacobs had a vision to create a business with an absolute focus on the financial well-being and livelihoods of people within his community. From humble beginnings in our Anglesea office, Coastline has grown to become one of the most highly regarded financial advice and mortgage brokering firms in the region with three offices spanning the coastline of Victoria.

Imagine.  Believe.  Achieve.

At Coastline Advice we have first-hand experience dealing with the needs, aspirations, and even reservations of clients. We aim to inspire every client to imagine their best life, believe the possibilities, and help them achieve it.

The most common feedback we get from our clients is they wish they had met us sooner…