Your Future, Our Priority
Our approach
At Richardson Financial Advisory, we understand that each individual's financial journey is unique. Our aim is to provide personalized support, ensuring that you have the resources and insights needed to navigate your financial landscape effectively. By fostering a deeper understanding of your financial objectives, we empower you to reach your goals, whether that's buying your first home, maximizing your superannuation, or preparing for retirement. We are committed to guiding you through each step, helping you to make decisions that enhance your financial wellbeing now and into the future.
Our commitment to your ongoing financial success is unwavering. With a combined experience that exceeds 40 years, our knowledgeable team is dedicated to understanding your individual needs. We will collaborate with you to develop a customized financial strategy that aligns with your goals and values. By doing so, we aim to create a roadmap that not only addresses your current situation but also lays the groundwork for a prosperous financial future. Your journey towards financial empowerment starts here.
Over 40 years combined experience in the Hunter, Warners Bay, Newcastle and Beyond.
Our team of wealth advisers will use their skills, knowledge and expertise to develop financial strategies that produce real results.
Our Services
Investment Advice
We'll help you adjust your investment strategy as your circumstances change over time to ensure you’re achieving the results you’re aiming for.
Insurance
Unfortunately, with life’s twist and turns, an unexpected illness, injury or worse can strike at any time. This is where the right insurance cover can help.
Superannuation and SMSF
Aside from the family home, your superannuation is likely to be your greatest asset as you approach retirement.
Retirement planning
Now that you’re on the road to retirement, it’s time to switch gears and put that plan into action.
Cashflow Management
Whether you’re saving for your first home, thinking about starting a family, or getting ready to retire, we can help you to manage your money and finances more effectively.
Aged Care
We understand the complexities of the aged care system and can work alongside you to create a plan that is respectful of the wishes of all concerned.
Get to know our advisers…
Lyall Richardson Practice Principal, Certified Financial Planner®
Jason Matthews Senior Advisor, Retirement Living and Aged Care Specialist™
"Lyall has always contacted us throughout the year not just for annual review. He has recouped monies owed to us by Government agencies. He has at all times explained our portfolio in terms we can understand. He always returns phone calls promptly if he other staff can’t assist. We feel very confident with him. We have sought his advice for well over ten years."
- Denese, 65+ years, Telarah, NSW
