Welcome to the Carter Financial Services website.

Carter Financial Services is a small, family owned business, based in Lennox Head.

We offer a complete range of personalised Superannuation and Insurance Services to our clients in the beautiful Northern Rivers region of NSW.

We help families and individuals to implement a financial safety net to protect the ones they love most in the event of an accident, illness or death.

We are not affiliated with any insurance company so we are free to source the best insurance to suit you and your family.

It doesn’t stop there, as personal advisors we will always be there when you need us.

We will even help you fill out the claim forms, and we provide support throughout the entire insurance claim process.

We provide Annual Reviews of your Insurance & Superannuation cover, and we also provide a Free Insurance Review Service.

So contact Carter Financial Services today.

We look forward to your enquiry and helping you plan for the future with peace of mind and financial security.

WHAT WE OFFER