All Round Financial Services

At RetireInvest Clarence Valley and Mid North Coast, we are dedicated to helping individuals and families make the most of their finances, no matter what stage of life they're in. Our team, led by local owners Simon Reid and his wife Kate, are passionate about getting to know our clients and understanding what's important to them. We take the time to listen and work together to define and meet their goals and aspirations.

We believe that everyone deserves to have a clear understanding of their financial situation and the confidence to make informed decisions about their money. That's why we offer a range of valued advice, including Retirement Planning, Financial Planning, Wealth Creation and Investment Planning, Life and Personal Insurance, Income Protection, Superannuation Advice, Age Pension and Centrelink Support, and Estate Planning.

With the backing and support of the National RetireInvest Advice group, RI Advice, we have the expertise and resources to provide our clients with the best possible advice. RI Advice has been in the industry for over 40 years and has over 120 advisers across the country, ensuring that we stay ahead of regulatory changes, investment trends, advances in technology, and maintain a solid compliance regime for our clients' safety.

We take pride in our service and the trust we've received from our clients. We were recently awarded Nationally Recognised Award Winning 'Practice of the Year' by the RI Advice group, and we're dedicated to continuing to provide exceptional service to our clients.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. From Retirement Planning to Estate Planning, we have the expertise and knowledge to provide tailored advice to suit each individual's needs and goals. Our services include:

• Retirement Planning
• Financial Planning
• Wealth Creation and Investment Planning
• Life and Personal Insurance
• Income Protection
• Superannuation Advice
• Age Pension and Centrelink Support
• Estate Planning

Our Team

Our team is led by Simon Reid, a experienced and qualified Financial Adviser who is dedicated to providing exceptional service to our clients. Simon is passionate about helping individuals and families achieve their financial goals and works closely with each client to understand their unique needs and aspirations.

Our Values

At RetireInvest Clarence Valley and Mid North Coast, we value our clients' goals and work together to create these a reality. We believe in providing exceptional service, being transparent and honest, and always putting our clients' needs first.