Coral Coast Financial Planning is a financial planning business based in Far North Queensland and have been providing professional financial advice since 2001. We are passionate about helping businesses and individuals achieve their financial and lifestyle goals and aim to develop long-term partnerships with our clients assisting them and their families in building, protecting and managing their wealth and lifestyle.
To assist in achieving these outcomes we believe that combining active and passive investments through our Latitude16 Managed Portfolios not only adds value, but also lowers the overall investment costs and streamlines the operational process. Investment markets move in unpredictable ways and our experience shows us that it is very difficult to select investment managers that consistently outperform the market. However by combining passive investments that aim to track standard market indexes and active investments that are different and complementary to each other, may optimise diversification benefits across the portfolio with the expectation of producing returns above standard market indexes over the longer term at a lower level of investment risk.