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.
Frank Kosteliz
The trusted name in financial advice in Port Stephens
Knowledge
You’ll receive proper education on the options best suited to you and your financial situation. We educate with the goal of providing you with confidence to make smart investment and retirement planning decisions.
Experience
Achieving the big goals in your life requires careful planning and investment expertise. Avoid the common mistakes that prevent people from experiencing financial security by working with an expert in financial planning.
A future aligned with your goals
Join people from Port Stephens & the Lower Hunter who now have a clear pathway to financial freedom, and watch your life transform.
Book a complimentary call”Frank has provided us with a financial road map that gives us confidence for the future. We have found him to be very approachable, reliable and creative in offering options and solutions to our changing circumstances.
Ian and Jayne Stanfield
We look forward to working with Holmleigh in the years to come.
Stop worrying about whether you’ll have enough to live
You’re at the point of decision. You can continue down the path you have been travelling, but if you want to change the direction of your finances, you’re going to have to do something different.
Follow our simple, 3-step plan and get started on your journey to financial freedom.
Book a complimentary call or give us a phone call:
