Smarter Financial & Insurance Solutions

Smarter Financial & Insurance Solutions is based in Port Macquarie and provides financial planning to Port Macquarie and surrounding areas. The company has satellite offices in Wauchope and Taree, available by appointment. It specialises in financial planning and insurance services.

Lee Riske is a Director & Senior Financial Planner who commenced in the industry in 2000 and has been offering financial planning advice since 2004. He is an Authorised Representative of LFG Financial Services Limited, holds an Advanced Diploma in Financial Planning, is undergoing his Graduate Diploma of Financial Planning, and is a member of the Association of Financial Advisers (AFA). Ashley Stapley is a Director & Senior Financial Planner who has been a Financial Planner since 2003, is an Authorised Representative of LFG Financial Services Limited, holds a Bachelor of Business (Financial Planning), and has obtained the CERTIFIED FINANCIAL PLANNER® designation. Tim Hillier is a Director & Senior Financial Planner who first provided financial advice in 2006 and holds an Advanced Diploma. Julie Dymock is a Client Liaison Officer with over 30 years experience in Customer Service & Business Administration within the Banking & Finance industry. Tamara Forster is a Para Planner with a Diploma in Financial Planning.

Retirees and long-term clients feature prominently among those who have dealt with Smarter Financial & Insurance Solutions in Port Macquarie, and the recurring theme across their accounts is advice that holds up over many years. Customers in several reviews describe being guided through superannuation, income protection and broader insurance arrangements, with one noting that advice taken years earlier proved its value after an accident led to a successful claim. Reviews regularly refer to the knowledge and professionalism of named staff, including Ashley, Stephen, Lee and Julie, along with the wider team, whose willingness to help and friendly manner are noted often.

The clarity of explanations stands out, particularly for people who had previously given little thought to their superannuation. Customers also describe careful financial management that supported a comfortable retirement and gave them confidence about the future, and sensitivity to intergenerational issues is highlighted. The consistent picture is of patient, personable service delivered without pressure, with clients returning over many years and speaking of trust in the guidance they received.