Port Macquarie's Financial Experts
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 ensure 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 care for our clients 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.
Lucas provides excellent service/advice in all aspects of investments.
Lucas provided clear, detailed and professional advice. Lucas was able to answer the questions we had during the whole process.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2012
- Years of experience 11
- Advanced Diploma of Financial Planning
Berry Financial ServicesSuite 4, 109 William Street
Port Macquarie, NSW 2444
- 8:30am – 5:00pm Monday – Thursday
- 8:30am – 4:00pm Friday
Matrix Planning Solutions Ltd