RI Advice Shepparton

RI Advice Shepparton At RI Advice Shepparton we provide holistic financial advice to people at many different stages of life.

Our goals based approach to financial planning assists our clients to build and protect their wealth in order use it to enhance their lifestyle and meet their goals.

04/07/2023

To all of our lovely clients and supporters in the community, our business has changed licensees with our new partners from Invest Blue. You will see a name change to Countrywide Advice. Rest assured we are still here and with a few additions to our team here to serve you. phone number is the same but you can also email reception for a call back or any admin you may need on [email protected]

26/03/2023
Have a wonderful time with loved ones!
25/12/2022

Have a wonderful time with loved ones!

Merry Christmas everyone and thanks for the support throughout the year. 🙏🙏🙏🙏🙏🙏

30/06/2022

A government initiative to assist in taking some pressure off increased living costs.
If you would like more information get in touch with one of our team

From tomorrow, head to compare.energy.vic.gov.au . It'll help you check if you could be getting cheaper energy with a different provider. No need to switch, no strings attached.

One $250 payment is available per household. If you're a concession card holder and have already received the $250 Energy Saving Bonus you're also eligible to apply for this one.

No need to all rush at once and break the internet. There's no limit on how many payments are available, and you've got 12 months to apply.

As we approach the end of the Financial year here is a checklist to assist you in getting the most from your tax submiss...
20/06/2022

As we approach the end of the Financial year here is a checklist to assist you in getting the most from your tax submission. Please get in touch with one of your advisers if we can assist you.

These are some of the 2022 Federal Budget highlights. If you have any questions on how the proposed changes may impact y...
30/03/2022

These are some of the 2022 Federal Budget highlights. If you have any questions on how the proposed changes may impact your personal circumstance make an appointment to speak to one of our dedicated advisers today

This is "Federal Budget Update 2022.mp4" by RI Advice Group on Vimeo, the home for high quality videos and the people who love them.

We here at RI SHEPPARTON would like to wish all our clients, family and friends a very Merry and Safe Festive Season. As...
16/12/2021

We here at RI SHEPPARTON would like to wish all our clients, family and friends a very Merry and Safe Festive Season. As the year 2021 comes to an end we thank you all for your continued support throughout another year impacted by the pandemic.
Our office will be closed from FRIDAY 17th DECEMBER 5.00pm and re-open with some fresh new faces on TUESDAY JANUARY 4th 2022.

Take care of yourselves and each other - All our love and well wishes from your team at RI Shepparton

We have a position available in our Team. If you are interested or know of someone who may be suited to the role, please...
05/11/2021

We have a position available in our Team.
If you are interested or know of someone who may be suited to the role, please apply on Seek.

Our Business is seeking an experienced Client Services Officer for our long established Financial Planning Practice. The practice has huge growth opportunity that is unrealised due to capacity constraints. As it is important to us to offer our clients the very best service and attention to detail, w...

Yesterday we farewelled this absolutely wonderful colleague and all round legend. Joe has now officially hit the end of ...
02/10/2021

Yesterday we farewelled this absolutely wonderful colleague and all round legend.
Joe has now officially hit the end of his countdown and his retirement day has come.

We all wish Joe the very best for the next life stage and cannot wait to see what retirement will bring Joe

Joe and Linda are now off on a little (Victorian) retirement holiday and we all look forward to seeing Joe’s incredible holiday snaps when they return.

We here at RI ADVICE SHEPPARTON would like to announce that our office has reopened. Please ensure you wear a face mask,...
21/09/2021

We here at RI ADVICE SHEPPARTON would like to announce that our office has reopened. Please ensure you wear a face mask, check in using the available QR code and due to current indoor density limits we request you make an appointment prior to visiting the office. We look forward to seeing you all soon

Address

137 Maude Street
Shepparton, VIC
3630

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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