Skip to content

Make a smarter financial choice

Our team provides a range of services which are tailored to meet the financial situation of each client. Specialising in financial planning and insurance services, our skilled team is here when the big events happen in your life—for example, managing important financial decisions or making plans to care for a parent. Based in Port Macquarie, with satellite offices also in Wauchope and Taree by appointment, we’re available to discuss your needs at a time that suits you.

Why Smarter Financial?

Smarter Financial brings a unique, holistic approach to your goals and aims to provide exploratory solutions.

Financial Advice

Reach your financial goals sooner with help from our team.

Insurance Services

Specialising in a range of insurance needs including personal insurance.

Experienced Team

Backed by years of experience in the industry.

Plan for the future

When a major event needs a response, it’s not always easy to know where to start and how to work through the financial issues. Obstacles often occur such as cash flow management, budgeting and organising insurance cover. It is reassuring to know that financial advisers have seen it all before and we are happy to help you find your way.

Your lawyer or accountant may need to manage some changes for you. For example, changes to wills, powers of attorney or superannuation. Financial advisers often work alongside. Working together, you can organise your options, manage what needs to be done now, and what needs to be put in place for the future so that you can plan for the road ahead.

Future retirement planning is also essential to ensure you’re in the best possible financial position before an event has even occurred. Our skilled team is here to help create a plan so that you can feel at ease in any financial situation—proactivity is the key to long term financial security.

Whether a major life event has occurred or you are simply wanting to start planning for the future, by getting in touch with us, you can start dealing with the important questions.

Share Your Experience With Smarter Financial and Insurance Solutions

Smarter Financial & Insurance Solutions IconSmarter Financial & Insurance Solutions

Galleria Building, 12/16 Short Street, Port Macquarie

4.8 20 reviews

  • Avatar Kerry Richardson ★★★★★ 3 months ago
    Lee sorted out our superannuation for us, giving us confidence in our future in retirement. He is very sensitive to our various intergenerational issues, offering excellent guidance and advice. As a bonus, Julie is a very pleasant person … More to deal with as well.
  • Avatar joan winfield ★★★★★ 2 years ago
    thank you Lee for your knowledge and guidance. i appreciate the time and thoughtfulness you put into our discussions. for me, you are helpful, considerate and informative.
  • Avatar Nichole Magor ★★★★★ 2 years ago
    Steve and Lee have looked after me personally since i decided to have my super professionally managed. They advised me on the importance of Income protection insurance. And after a bad accident have helped me make a successful claim which … More means i am able to live a decent life. Cannot recommend them enough. Personable and professional. The staff go out of their way to help you. Every single time.

Get in Touch

Take the next step towards your financial goals today. Get in contact with the Port Macquarie team at Smarter Financial today for all enquiries.

Scroll To Top