Invest, Protect, Retire™

Berry Financial Services is committed to helping individuals achieve their financial goals. With an experienced team and proven methods, they provide clients with a solid foundation for their financial future. They offer support at every stage of the financial journey, ensuring clients are well-prepared for any unexpected events. Berry Financial Services offers assistance in growing wealth, protecting against worst-case scenarios, and planning for a comfortable retirement.
A family-run business located in Port Macquarie who are committed to building genuine relationships with their clients. Deep roots in the community enable them to understand the importance of trust when handling clients' financial privacy. Their primary goal is to clear a path that leads to clients achieving their most significant financial goals.

Berry Financial Services strive to fulfil their clients' financial aspirations.

Trusted Financial Advice for Investing, Wealth Protection and Comfortable Retirement Planning.

Trusted Investment Advice

Berry Financial Services help clients achieve their financial goals with a range of services. Their expert financial planners specialise in areas like shares and gearing. Their portfolio management package handles your transactions carefully, ensuring accuracy and timeliness. Their dedicated team provides valuable insights and recommendations through thorough research, helping you make informed decisions. They will keep you updated with regular performance reports, so you can see how your investments are progressing. They simplify the process, so you can focus on reaching your financial goals confidently.

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Personal and Financial Protection

At Berry Financial Services, we understand your unique situation and offer tailored insurance solutions. Our life insurance eases the financial burden on your loved ones after your passing. Total and Permanent Disablement (TPD) insurance safeguards your family with a lump sum payment if you can't work due to illness or injury. Trauma insurance covers unexpected medical expenses. Income Protection insurance ensures long-term financial security.
When things don’t go to plan, it’s always good to know that there’s someone who has your back. When things don’t go to plan, it’s always good to know that there’s someone who has your back. Contact us today for personalised insurance and peace of mind.

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Retirement Planning with Confidence

At Berry Financial Services, our experienced team of retirement planning specialists is committed to helping you navigate the intricate world of retirement planning. With our comprehensive knowledge and expertise, we provide expert guidance on a range of topics, from the intricacies of different superannuation funds to crucial considerations such as taxes and long-term investments. With a dedicated focus on simplifying the process, we equip you with the necessary information and effective strategies that will empower you to achieve your retirement goals with confidence and peace of mind.

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