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We make sure you’re covered in the ways you need to be

When things don’t go to plan, it’s always good to know that there’s someone who has your back. At Berry Financial Services, we’re focused on making sure you’ll be okay when life throws you a curveball. Personal insurance is one of those things that you hope you’ll never need, but when you do, it can take away a world of worry.

How We Protect

To make sure you’re covered in the ways you need to be, our team takes the time to get to know you and your own unique situation.



We’ve got no interest in providing people with a generic suite of insurances that they may or may not need - we’d much rather tailor-make solutions that fit each of our clients just right. That’s why Berry Financial Services have a range of different insurances available to cover a broad spectrum of circumstances.

Life insurance is the most well known type of personal insurance, and many people wonder if they even need it, especially if they’re still a good way off retirement age. But really, this is about ensuring that there’s a little less stress and worry put on the people you care about most, if suddenly you’re no longer around.

On the other hand, Total and Permanent Disablement (TPD) insurance gives you the confidence that, if you’re hit with an illness or injury that permanently impacts your ability to work, you won’t be up a creek without a paddle. A significant lump sum payment can make sure your family and lifestyle are protected when something goes wrong.

Trauma insurance is similar in some ways to TPD, but it doesn’t hinge on the disability being permanent. This means that when medical bills or rehabilitation costs crop up, you’ll have a lump sum payment to support you through your journey back to normality.

Where Trauma insurance ensures that a lump sum arrives in your account to cover unusual expenses, Income Protection insurance provides you with a monthly benefit if you end up unable to continue working in your occupation due to illness or injury - giving the confidence that you’re taken care of in the long term.

At the end of the day, personal insurance removes an element of financial stress from situations that are stressful enough already. Take a minute to chat with our team today and find out how you can add a bit of peace of mind to your future.

At the end of the day, personal insurance removes an element of financial stress from situations that are stressful enough already. Take a minute to chat with our team today and find out how you can add a bit of peace of mind to your future.


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  • 4/109 William St, Port Macquarie NSW 2444
  • (02) 6584 5655
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Berry Financial Services Pty Ltd is a Corporate Authorised Representative (no.427825) of Matrix Planning Solutions Limited ABN 45 087 470 200 | AFS Licences No. 238256.

The information provided on this website is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on the information contained on this website and review the relevant Product Disclosure Statement (PDS).

Relevant PDSs can be obtained by contacting us. No representation or warranty is made as to the accuracy, completeness or reliability of any estimates, opinions, conclusions or other information contained on this website. This website may contain certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements. To the maximum extent permitted by law, we and ClearView Financial Advice Pty Ltd disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything on this website including any forward-looking statements. Past performance is not an indication of future performance.

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