Your Future, Our Priority
Our approach
At Richardson Financial Advisory, we understand the importance of nurturing your finances throughout the various stages of your life. As your career flourishes, we will guide you in growing your wealth, ensuring that your investments remain secure even after retirement, and ultimately leaving a lasting legacy for your loved ones.
Our mission at Richardson Financial Advisory is simple – to assist you in attaining your future aspirations by equipping you with the knowledge and tools to make informed financial decisions today.
Rest assured that your financial well-being is entrusted to the capable hands of our team, who collectively possess an impressive 40+ years of experience. Working closely by your side, we will meticulously craft a personalized financial strategy that is tailored to your unique circumstances, propelling you towards the achievement of your financial objectives.
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
