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Smarter Financial & Insurance Solutions
12/16 Short Street, Port Macquarie, New South Wales, Australia
About Smarter Financial & Insurance Solutions
Welcome to Smarter Financial & Insurance Solutions, your trusted establishment for all your financial planning and insurance needs in Port Macquarie and surrounding areas in Australia. Located at 12/16 Short Street, our finance and insurance agency is a point of interest for individuals and families seeking expert guidance in managing their financial priorities and achieving their goals.
At Smarter Financial, our dedicated team understands that navigating the financial maze can be overwhelming. That's why we offer tailored services to meet the unique financial situations of each client. With a focus on financial planning and insurance services, our skilled professionals are here to support you through life's big events, whether it's making important financial decisions or planning for the care of a loved one.
Conveniently based in Port Macquarie, we also have satellite offices in Wauchope and Taree, available by appointment. We are committed to being accessible and accommodating, ensuring that we can discuss your needs at a time that suits you.
What sets Smarter Financial apart is our holistic approach to your financial goals. We aim to provide exploratory solutions that address your specific needs and circumstances. Whether you require assistance with retirement planning, personal insurance, or managing the financial aspects of a major life event, our team has the expertise to guide you towards success.
We understand that major life events often come with financial challenges, such as cash flow management, budgeting, and insurance coverage. Our experienced financial advisers have seen it all before and are here to help you navigate these obstacles. We can work alongside your lawyer or accountant to manage any necessary changes, such as updating wills, powers of attorney, or superannuation plans. Together, we can organize your options, tackle immediate tasks, and establish a solid financial plan for the future.
Planning for the future is crucial, even before an event occurs. Our skilled team can assist you in creating a proactive plan that ensures you are in the best possible financial position. We believe that proactivity is the key to long-term financial security, and we are here to support you every step of the way.
Whether you have experienced a major life event or simply want to start planning for the future, contacting Smarter Financial & Insurance Solutions is the first step towards dealing with the important questions. Our team is dedicated to providing exceptional service and helping you achieve your financial aspirations.
We are proud to support local organizations in the Port Macquarie area. Smarter Financial Pty Ltd, trading as Smarter Financial & Insurance Solutions, is a corporate authorized representative (CAR) number 413167, authorized to provide financial services on behalf of LFG Financial Services Ltd. Our principal address is located at Level 24, 300 Barangaroo Ave, Sydney, NSW 2000, with an Australian Financial Services Licensee number 227096.
Please note that all material on our website, including images, logos, and illustrations, is protected by copyrights, trademarks, and other intellectual property rights owned and controlled by Smarter Financial & Insurance Solutions. The content of smarterfinancial.com.au is provided for personal, non-commercial use and may not be copied, republished, reproduced, uploaded, modified, transmitted, posted, or distributed without our consent.
By accessing, browsing, or using our website, you agree to the terms, conditions, and disclaimers outlined herein. The use of this website and these conditions is in accordance with Australian laws, and any legal action arising out of its use shall be brought and enforced under Australian jurisdiction.
Join the many satisfied clients who have experienced the expertise and personalized service of Smarter Financial & Insurance Solutions. Contact us today to start your journey towards financial security.
Galleria Building, 12/16 Short St, Port Macquarie NSW 2444, Australia
Opening hours of Smarter Financial & Insurance Solutions
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Smarter Financial & Insurance Solutions
"I have recommended Smarter Financial to my friends and would have no hesitation in doing so again. Lee and his team really know their “stuff”, their ongoing service is amazing! The friendly atmosphere is welcoming, the staff are only to willing to help in any way they can!"
"I have been associate with Smarter Financial for well over 8 years. I have found all the staff to be professional, polite and very helpful. Lee Riske has always been respectful, professional and very knowledgeable. It has always been a very pleasant experience dealing with Smarter Financial and Insurances."
"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 to deal with as well."
"Stephen offered to look over my superannuation and insurances for me almost 2 years ago. Personally, it was something I was never concerned about, until I actually took the time to speak with Stephen about it. Stephens professional, passionate and caring attitude toward his customers and their livelihoods is comforting and refreshing. Stephen gave me honest and helpful advice, I took out income protection insurance, left my superannuation as it was, and feel relieved and comfortable with the decisions I have made. I have annual reviews with Stephen, that are arranged by his office, and reassure me that everything is where it is and as it should be. I would not hesitate to refer anybody to Stephen or his team. Call Stephen at Smarter Financial now to get the best financial advice for the futures of you and your family."
"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 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."
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