We help you reach your financial goals to Invest, Protect, Retire™

WHO WE ARE

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 make sure 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 take care of our people 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.

Invest

Money doesn’t grow much just sitting in the bank, but the world of investing can be a bit intimidating at first. As a financial planner, we’re here to take the stress out of investment, and give you the answers you need to achieve your long term investment goals. Chat to us about what your money can do for you, or find out a bit more about our investment services.

Protect

Life’s not always plain sailing, but with a little foresight, even the worst storms can be made a little more bearable. Securing the right kind of insurance can relieve a whole world of headaches when things go wrong, and we want to help you make sure you’re covered in the ways that are most important to you. Talk to the team about what you need, or discover more about our personal insurance options.

Retire

Everyone hopes that their golden years will be a time to relax and enjoy the good things in life - but without a little forward planning, it might not necessarily turn out that way. Fortunately, preparing for a comfortable retirement is within everyone’s reach. The team at Berry Financial Services would love to talk to you about securing your dream future - you can also read more about our retirement-based offerings for a handy overview.

Berry Financial Services Pty Ltd is a Corporate Authorised Representative (no.427825) of Matrix Planning Solutions Limited ABN 45 087 470 200 | AFS Licences No. 238256.

The information provided on this website is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on the information contained on this website and review the relevant Product Disclosure Statement (PDS).

Relevant PDSs can be obtained by contacting us. No representation or warranty is made as to the accuracy, completeness or reliability of any estimates, opinions, conclusions or other information contained on this website. This website may contain certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements. To the maximum extent permitted by law, we and ClearView Financial Advice Pty Ltd disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything on this website including any forward-looking statements. Past performance is not an indication of future performance.