Wealth Planning

wealth-1Through our partners RI Advice Shepparton, we have the expertise, the experience and the resources to help you create and grow real wealth. We can also help you protect your wealth - and just as importantly - enjoy it. Ways we can help you do this include:

Financial Health Check

Our health check is about making sure that all aspects of your finances are in order and working for you. Click here to get started.

Income Protection

One in three Australians are expected to be off work for more than three months during their working life due to illness or injury**. Income protection can provide up to 80% of your regular annual pre-tax income as a monthly payment if you are unable to work due to illness, accident or injury.

Life and Risk Insurance

Accidents do happen and it pays to be protected. We can assist with life cover, trauma protection and total and permanent disablement cover (TPD).

Business Protection and succession planning

What would happen if your business lost the services of a key person? Who will take over or buy your business and how can you get the most for it if you sell? We can help answer these questions with a comprehensive plan based on expert advice and experience.

For peace of mind, whatever the future may bring, speak to our Financial Adviser Sandy Miller, from RI Advice Shepparton today. Phone 1300 123 829.

**Institute of Actuaries, Interim Report of the Disability Committee, 2000

Quick Contact

telephone 1300 123 829 or
(03) 5821 5667
Office Address 630 Wyndham Street
Shepparton, Victoria 3630
Postal Address PO Box 39
Shepparton, Victoria 3632
Contact Form Click here to book an appointment.
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