Berry Financial Services

Berry Financial Services is a family-run financial planning firm based in Port Macquarie. It is a boutique practice that has been providing investment advice to individuals, families and trusts since 2006. Lucas Garside is the Managing Director and Financial Planner, and has been a financial adviser since 2011. He holds a Graduate Diploma of Financial Services and serves as Chapter Chair for Financial Advice Australia in the Mid North Coast NSW.

Angie Garside is the Office Manager and Client Services. Crystal is a Financial Planning Assistant who joined the firm in 2020. David provides technical and strategic support on a contracting basis for over 10 years. The firm provides investment advice, personal protection, and retirement planning.

Investment guidance, retirement planning and superannuation advice are the services that clients most often associate with Berry Financial Services, a practice in Port Macquarie. Lucas is the adviser named again and again, and customers describe him as knowledgeable and genuinely helpful, taking the time to explain options for investing a lump sum in straightforward terms. Several reviewers note that his advice left them feeling reassured about their next steps. Crystal also receives frequent praise for her patient and welcoming manner when clients find the details of their arrangements difficult to follow.

A detail many reviews return to is the personal attention given to changing circumstances, including the transition to the age pension, and the ease with which enquiries are handled. Family members of existing clients are mentioned as having invested through the practice as well. Long-standing relationships are a recurring theme, with some clients reporting two decades of continuous dealings. Reviewers repeatedly describe the staff as friendly and accommodating, adding that nothing seems too much trouble. The practice works across investment services, life insurance and superannuation consulting.