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We provide simple, tailored financial solutions to help people from Port Stephens & the Lower Hunter experience financial freedom

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Financial Planning

Retirement Planning for RAAF Members

As a dedicated RAAF member, you have been serving your country with dedication and honour,…
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Financial Planning

The $398M Golfing Lesson

Both incre​​dible golfers. Both made a great deal of money through the game. But both…
Frank Kosteliz
Financial Planning

Meet Frank Kosteliz

Why Jack Nicklaus’ net worth eclipsed John Daly’s despite winning more… It’s no secret for…
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Financial Planning

5 Tips to Become Financially Stable in Your 30s

Are you approaching your thirties? Get ready - it’s going to be a life-changing decade…
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Financial Planning

Why You Need to Take Personal Financial Planning Seriously

People often overlook the need for personal financial planning. We spend and spend without really…
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Estate Planning

How to Build an Estate Plan that Best Protects Your Assets

While so many of us recognise the importance of preparing a Will and building a…
Frank

Frank Kosteliz

The trusted name in financial advice in Port Stephens

For over 14 years I’ve been helping people like you make smart, informed financial decisions. Running my own practice allows me to provide tailored solutions and simple plans for financial success.
Poor advice from inexperienced advisers can result in setbacks, compromise and uncertainty. As a Certified Financial Planner, I thrive on utilising my vast experience to help clients avoid poor investment decisions that could cost their ideal retirement.

Book a complimentary call

Frank