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.

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GET STARTED AND SET YOUR FAMILY UP FOR SUCCESS
You want to buy your dream home, expand your family and grow your wealth.
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BUILD WEALTH AND PURSUE YOUR GOALS
It’s time to pay down debt, protect your wealth and grow your assets.
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PREPARE FOR RETIREMENT AND BEYOND
You want to be confident that you will have enough money to enjoy life after work.
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MAKE THE MOST OF RETIREMENT
You would like to leave a legacy for your kids and ensure you don’t run out of money.

We make the complex simple.

Welcome to AdvicePlus

Welcome to AdvicePlus

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 Stephen Walden (financial planner since 2005).

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;

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Kind words from our clients

Insights

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Paul Murphy

Director, Financial Planner CFP

I have been a financial planner since 1991 and thoroughly enjoy coming to work each day!

Our Practice was renamed in 2005, utilising the name AdvicePlus Financial Solutions. The offering from AdvicePlus Financial Solutions is as the name suggests, we provide Advice initially and then recommend a Financial Solution if required.

Outside of work I enjoy spending time with my wife Deborah, Nikki (who we are guardians for) and our sons, plus our 5 grandchildren plus riding my Harley.

I am also a Life Member of the Lismore Apex Club and a former President of the Casino Chamber of Commerce and Industry and Past Board Member of the Lismore Chamber of Commerce and Industry.

Advice I specialise in

  • Retirement planning
  • Financial planning
  • Small business advice
  • Banking solutions
  • Investment planning
  • Superannuation
  • Estate planning
  • SMSF

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning (Deakin University)
  • Member of Financial Planning Association of Australia Ltd

Steve Walden

Financial Planner

Steve Walden entered the financial services industry in 2000 in retail banking with one of the largest bank-ing institutions in the country and within three years he was running a branch.
In 2005 Steve moved into financial planning to pro-vide a more personal and hands on approach to helping his clients.

He moved to North Queensland to take up a posiition with a boutique firm specialising in mortgage reduction and wealth creation. After completing a three year stint in the tropics Steve decided to come back home to the Northern Rivers to be closer to his family.

Having survived a near fatal car accident in 2005 which left him with a crushed spine, Steve has experienced personally the need for a secure financial plan that continued when he was unable to work for an extended period.

It is this security, freedom from worry and peace of mind that Steve provides for his clients through home ownership, wealth and debt management and contingency planning.

Annie Armstrong

Client Services Manager

I have joined the AdvicePlus Financial Solutions team as the Client Service Manager, assisting the Financial Planners with reception and administration tasks. This is a new career path for me after working for many years in housing based services. I am dedicated to our clients and will ensure that all clients are greeted and assisted in a helpful and friendly manner.

I was born and raised in the New England area and have been in the Lismore since 1994. Outside of work I like to spend time with my family & work on our little farm. I love the outdoors, especially kayaking, spending time in the garden and time at the beach. I also love to travel, which I cannot wait to get back into!

Jane Brown

Head Accountant

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Sample Someone

Director

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