Smarter Financial and Insurance Solutions a Port Macquarie based financial services practice, we are building our business from providing outstanding service to our rapidly growing client base. Our clients are so impressed by the service that they are receiving they are referring us to their family and friends.
We understand that there are many everyday life events that can have significant financial implications for you and your family. Such events typically surround changes within your working environment, your family situation and with your health.
Our key focus is to guide you successfully and effortlessly through the financial maze, assist you to manage your priorities and understand and achieve your personal financial goals.
Director Lee Riske Commenced with the industry in 2000 and has been providing Financial Planning Advice since 2004. Lee can provide you with professional advice and tailor a package to suit your individual needs, such as but not limited to:
Guidance on budgeting and goal setting; Savings and wealth creation strategies; Investment, Pre-retirement, Retirement and Superannuation planning; Centrelink planning; Risk and insurance analysis
Lee is an Authorised Representatives of Charter Financial Planning and has an Advanced Diploma in Financial Planning.
Lee is married with three children and enjoys playing rugby union, basketball and netball.
Director Stephen Cook commenced with the industry in 1992 and has been providing Financial Planning Advice since 2003. Stephen can provide you with professional advice and tailor a package to suit your individual needs, such as but not limited to:
Risk and insurance analysis; Business succession planning; Superannuation rollovers
Stephen is an Authorised Representatives of Charter Financial Planning and has a Diploma in Financial Planning.
Stephen is married with two children and enjoys playing basketball and golf.
Since 2003 Ashley has worked for St. George Financial Planning in Sydney, firstly as associate adviser and quickly moving to become a senior financial planner. During this time he built a successful practice with just over $85 million in FUM.
The customers he has mainly been able to help through this time are pre retirees and retirees, with a sprinkling of wealth builders for good measure.
Ashley has a Bachelor of Business (Financial Planning) and has also obtained the CERTIFIED FINANCIAL PLANNER® designation.
Personally, Ashley and his wife have a 5 year old daughter who will start school next year. Ashley enjoys spending time with his family, racing his bike or training for triathlons.