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We help you plan for a fun-filled retirement where you don't have to worry about every dollar you spend.

Retirement planning specialists located in Forster-Tuncurry, servicing the Barrington Coast and Port Macquarie.

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Will I have enough?

You picture a retirement filled with socialising, keeping active, travelling, spending time with family and occasionally spoiling the grandkids. But you aren't sure how much money you'll need when the work dollars stop rolling in, and you don't know how long your savings will last.

At Regional Financial Solutions, we believe you've worked too hard to leave your retirement to chance.

We want to help you plan for the retirement you have dreamed about for all these years, where you can fill your days with the things that matter most to you without money always being at the back of your mind.

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Hi! We’re Ashley and Amanda.

We know planning for retirement can be daunting and sharing your financial information with someone is a big step.

As a small, dedicated team with over 50 years of history providing advice on the Barrington Coast and Port Macquarie, we give every client the attention they deserve. We don't just tick off boxes, and there is nothing cookie-cutter about what we do.

We take the time to get a deep understanding of the intricacies of your situation and leave no stone unturned to save you money and put you in a better financial position.

Regional Financial Solutions is all about simplicity. We don't overcomplicate things for the sake of it. We are here to make your life easier and take away the stress that money can cause at this stage of your life. And, we like to have fun along the way.

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Happy clients

Ashley Montesin of Regional Financial Solutions has been our Financial Planner for the past year and in that time has proven to be extremely professional and helpful in trying to assist us achieve our financial goals. Ashley developed a financial plan for us that we have been very satisfied with to date and he has communicated and consulted with us at every step so that we are aware of where we stand at any time.

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We have found Ashley to be very personable and friendly to work with as well as providing a high level of expertise and professionalism in all dealings. We believe that with his planning and advice we can look forward to a secure financial future in retirement and a standard of living that we have always hoped to attain.

 

MICHAEL & SUE ELHINDI

Be ready for retirement and confident your money will last the distance

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1. CONTACT US

Contact us to arrange free 60-minute introductory appointment in either our Tuncurry or Port Macquarie offices.

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2. MAKE A PLAN

We get a clear understanding of your financial position and create your unique retirement plan.

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3. RETIRE CONFIDENTLY

Feel confident that you will have enough money to enjoy retirement your way.

Retirement planning for all walks of wealth

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PREPARE FOR LIFE
AFTER WORK

Retirement is five or fewer years away. Plan for life after work by making smart financial moves now that you will thank yourself for down the track.

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GET YOUR
FAIR SHARE

Take advantage of the benefits super and structure your income and assets to avoid paying unnecessary tax and maximise government entitlements.

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REAP THE 
REWARDS

You are enjoying the things that you never had time for before. Feel secure you will have enough money to continue living the lifestyle you love.

Suite 5, 25 Manning St
Tuncurry NSW 2428
Phone: 02 6554 8287

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