make the most of your finances no matter what stage of life you’re in.

Retirement Planning

We Would like to welcome all Jason Lund’s clients from Allround Financial

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RetireInvest Grafton

Make the most of your finances

At RetireInvest Clarence Valley and Mid North Coast we enjoy getting to know our clients so we can find out what is important to you. In the financial planning process, you are the most important part. Helping you define and meet your goals and aspirations is what drives and motivates us. If you decide to become a client, we will work together in a practical manner to achieve your objectives. We will use our experience, knowledge and expertise to guide your through the maze of options available and ensure you optimise your ability to be smart with your money.

RetireInvest Clarence Valley and Mid North Coast is owned locally by Simon Reid and his wife Kate. We have the backing and support of the National RetireInvest Advice group known as RI Advice. RI advice been in the industry for over 40 years and has over 120 advisers across the country. RI Advice is whole owned by the ASX listed company IOOF. IOOF has a 150 year history of helping people improve their financial position.


The ability to leverage off the large national support and research resources the group offers enables our local business to stay ahead of regulatory changes, investment trends, advances in technology and security and maintain a solid compliance regime for your safety.

RetireInvest Clarence Valley and Mid North Coast takes pride in our service and the trust we received from our much-loved clients. We are proud to have recently been awarded Nationally Recognised Award Winning ‘Practice of the Year’ by the RI Advice group. We were measured as the best in a category of over 50 other practices nationally.

We have the flexibility to meet our clients from a wide range of areas in the Clarence Valley and Mid North Coast. We have offices in Grafton and Coffs Harbour and can provide service to you from Grafton, Yamba, Iluka, Kempsey, Urunga, Coffs Harbour and Woolgoolga and anywhere in between.

Whether you are looking for a happy retirement, investments options to grow your wealth, getting the most out of your superannuation or insurances and life protection. Here at RetireInvest Clarence Valley and Mid North Coast our Financial Adviser, Simon Reid, can guide you onto your own path to success.

Our Financial Adviser gives tailored advice to each of our respected clients to suit your values and goals.

We offer a range of valued advice.

  • Retirement Planning
  • Financial Planning
  • Wealth Creation & Investment Planning
  • Life & Personal Insurance
  • Income Protection
  • Superannuation Advice
  • Age Pension & Centrelink Support
  • Estate Planning

Take the stress out of your financial situation and contact our office and book your free consultation with Simon Reid to today.

RetireInvest Award

CEO Choice: Practice winner

Our practise was chosen as the practise of the year from over 50 advice practises in the same category. The high calibre of talent and experience within the team has helped the practise to grow and and meet the qualifying criteria of a practice of the year winner.

Our Services

How we can help

What our clients think

Very Professional, thank you for your expertise
Bryn Goode
Bryn Goode
02:06 16 Mar 21
Simon is great at communication and really helps me understand what direction and plans he set out for us. Thanks Simon and team great work!
bryn goode
bryn goode
02:05 16 Mar 21
Received fantastic financial advice from Simon at Retireinvest.
Daniella Wekeem
Daniella Wekeem
23:34 02 Feb 21