Everyone’s on a journey with their finances - and the team at Berry Financial Services are focused on getting you to where you want to go. Using tried and tested methods, we work to make sure that your financial future is built on a solid foundation, and that you’re well prepared for whatever life throws your way. No matter where you’re at on your financial journey, we’ve got your back.
At Berry Financial Services, we take care of our people in three main ways. Whether you’re hoping to grow your money, shield yourself from worst case scenarios or set yourself up for a comfortable retirement, our team is here to help.
Money doesn’t grow much just sitting in the bank, but the world of investing can be a bit intimidating at first. As a financial planner, we’re here to take the stress out of investment, and give you the answers you need to achieve your long term investment goals. Chat to us about what your money can do for you, or find out a bit more about our investment services.
Life’s not always plain sailing, but with a little foresight, even the worst storms can be made a little more bearable. Securing the right kind of insurance can relieve a whole world of headaches when things go wrong, and we want to help you make sure you’re covered in the ways that are most important to you. Talk to the team about what you need, or discover more about our personal insurance options.
Everyone hopes that their golden years will be a time to relax and enjoy the good things in life - but without a little forward planning, it might not necessarily turn out that way. Fortunately, preparing for a comfortable retirement is within everyone’s reach. The team at Berry Financial Services would love to talk to you about securing your dream future - you can also read more about our retirement-based offerings for a handy overview.
Our small team prides themselves on really understanding our clients and our community. We’ve found that when we take the time to learn what’s really important to our people, that’s when we can serve them best.
Based in Port Macquarie, we’re a family-run business with deep roots in our community and a philosophy of genuine relationship building with our clients. We know that our clients place an immense amount of trust in us when we deal with their finances, and we constantly work to reward that trust by clearing a path to the financial goals that are most important to them.
Managing Director / Financial Planner
Financial Planning Assistant
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