Prepare for tomorrow, make the most of today.
Financial advice to help you manage, grow and protect your wealth.
Advice that makes a difference.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At AdvicePlus Financial Solutions we help you navigate your financial life.
Stress less. Take Control. Plan Ahead.
How we can help
At AdvicePlus Financial Solutions, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Discovery Call
Gather Data
Financial Plan
Implementation
Support
We make the complex simple.
Welcome to AdvicePlus
Kind words from our clients
Insights
Market movements and review video – November 2024
Harnessing the double edge sword of tech
Unlocking success: lessons from the world’s best investors
The Age Pension and your retirement plans
Insuring against loss of income
Clean out the cobwebs and freshen up your professional and personal life
Holidaying off the tourist trail
How do retirement income options compare?
Investment Property: Getting it right
When passion is the purpose of investing
Releasing the value in your home
Going for Gold
Welcome to AdvicePlus
Who is AdvicePlus?
- We are a financial planning business that operates locally in Lismore & Casino;
- Paul Murphy is our Financial Planner. Paul has been in the industry for over 30 years.
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;