Financial Services - East Lismore, NSW
We are in the business of providing quality financial planning advice and understanding the financial planning needs of an individual, through to the company who employs large numbers of staff.
Who is AdvicePlus?
We are a financial planning business that operates locally in Lismore & Casino;
Our two financial planners are Paul Murphy (financial planner since 1991) and Kay Simpson (financial planner since 2001).
What we do
Financial management from basic budgeting to complex portfolios;
Investment strategies, including recommending investment categories & specific products;
Superannuation strategies to help you accumulate enough money to retire with the lifestyle you would like and strategies to help you minimise the tax you pay right now;
Retirement planning for those retiring soon or many years from now – the sooner you plan the better;
How to use redundancy payout most effectively, including how to make it last as long as possible;
Insurance to make you adequately protect what you’ve achieved so far, whether that’s a property, assets or your income.
What you can expect from us
A personalised experience that assist you to create wealth, gives you peace of mind, reassurance and makes you feel comfortable;
To provide simplified information relevant and tailored to you;
To know that we care and know you can catch up with a planner at anytime.