RI Advice Shepparton in Shepparton, Victoria | Investing service

RI Advice Shepparton

Locality: Shepparton, Victoria

Phone: +61 3 5831 2833

Address: 137 Maude Street 3630 Shepparton, VIC, Australia

Website: http://www.rishepparton.com.au

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• Investing service
• Financial planner

25.01.2022 Welcome back to all our clients, family and friends. We aim to have a more active presence in 2020 to keep you updated with events involving our local and global economy, the markets, the government polices and changes when they occur and also smaller events happening within our community and our office here in Shepparton. we look forward to seeing you all and we are back to normal trading hours (mon-fri 9:00am to 5:00pm)

25.01.2022 Whilst we all eagerly await the results of the US election, the results for our local council are in. Congratulations to the new members of the Shepparton council.

25.01.2022 For any of our clients who are finding it difficult to leave the house, have existing medical conditions, highly vulnerable or do not have family that can help PLEASE reach out. We are where for all of you and would love to help in any way we can. Take care and we are here if/when you need

23.01.2022 For any of our clients and family of clients that are having trouble obtaining essentials at the moment another great local business making changes to suit the current isolation/social distancing rules

23.01.2022 Free Christmas parking is back. Please remember to stick to the time limits and this applies from the 1st Jan in the Shepparton CBD

23.01.2022 If you attempted to call RI Shepparton office yesterday we are very sorry you could not get through. Due to technical difficulties are phone lines and internet were down - we are happy to report we are all back up and running today. Once again we apologise for any inconvenience this may have caused

23.01.2022 In times of trouble and uncertainty it is easy to get lost in all the negative aspects of what is happening globally. Lets all take some time to recognise that there are some really amazing people around us and together we can get through this - Take care from your team at RI Shepparton

21.01.2022 We here at RI Advice Group Shepparton want to send our thoughts and prayers to all those affected by the current bush fire devastation. We want you all to know that the doors to the office are open to you if you need to come in and escape the heat or the smoke and we are here if you need to talk or seek advice. We will not use our page to push any political agenda but we will not ignore our country that is in crisis. Please stay safe

21.01.2022 A great old traditional service reinvented. May help some of the community access much needed essentials

21.01.2022 As the year comes to an end and the festive season is upon us we would like to wish all our clients, family and friends a Merry and Safe Christmas. We will be here in the office until Friday 20th December 12PM and return to the office on Monday 6th JAN 2020 We would like to thank all of our clients both long standing and new for your ongoing support throughout the year and look forward to seeing you all in 2020 Take care and much love and happiness to all - From your RI Advice Shepparton Team

21.01.2022 For many this time of year has come around so quickly. It is time to start thinking about the EOFY and what you may need to keep your records in order. Below is a little checklist reminder. Please remember to include and record any time period where you were working from home. The ATO has a strategy in place to help you record this easily.

18.01.2022 If you have made any new years resolutions here are a couple of tips to help you stay on track with your financial resolutions.

18.01.2022 CHENARA and the team at RI SHEPPARTON have decided to show out support for this wonderful campaign. Please donate and drop off to the office. Any donations and support is truly appreciated

17.01.2022 With media reports and recent political announcements we are encouraging all our clients to take care and touch base with us if you are deeply affected or overly concerned with the recent market volatility realting to the Covid-19 global outbreak. For more information please read below. We will do our best to keep you updated with the latest announcements coming in daily from our head office research team. With media reports and recent political announcements we are encouraging all our clients to take care and touch base with us if you are deeply affected or overly concerned with the recent market volatility relating to the Covid-19 global outbreak. For more information please read below.

16.01.2022 From the team at RI Shepparton and our families we want to send a heartfelt thank you to our clients who have continued to support us and our business throughout 2018. We wish you much happiness over the festival season and wish you the very best for a safe and happy new year. Our office is now closed for the Christmas break and will reopen Monday 7th January @ 9:00am. We hope you see you all in the new year MERRY CHRISTMAS

16.01.2022 As restrictions are easing we wanted to keep you all updated with that gradual changes. As an office we will remain closed until further notice but we are all here conducting business as best we can.

15.01.2022 We here at RI Shepparton feel extremely fortunate to be part of an ever growing and reputable network. Here we introduce you to the CEO of RI Advice Group Peter Ornsby and hear from some of our other RI advisers within the network. Congratulations to RI Advice/RetireInvest on 40 years and we look forward to a strong and continued relationship. Sandy Miller has been with RI Advice/RetireInvest now for 22 years and is very proud of the name and reputation. If you are considering financial advice why not make 2019 the year you give RI Shepparton a call (03 5831 2833)

13.01.2022 Show your support for exceptional women in financial advice. Nominate an outstanding female adviser for the 2019 FEIA Awards. Support diversity in our profession to give clients more choices and better service.

12.01.2022 For any of our clients that fall into this category - this is the information you need to know regarding the 'Jobkeeper" stimulus payments https://www.business.gov.au//coronaviru/jobkeeper-payment

12.01.2022 As a parent, you try to ensure your children have the skills to make smart financial decisions. For example, you tell them about the importance of saving or the power of compounding interest. But did you know that you could be sending them negative money messages without meaning to?

11.01.2022 We are now well and truly into the new 2019/20 financial year. Why wait until the 1st Jan to meet financial resolutions. At RI Shepparton one of our key advice areas is helping our clients set up and stick to a family budget. We find that even though it is not always discussed sticking to and managing a budget can be stressful. Come and chat to one of our local advisers today about how we can help in alleviating some of the stress and worry that comes with managing a families finances

11.01.2022 Thinking of accessing your super early? Here are the pros and cons https://f.datasrvr.com//CRA-8011_(52761)_IOOF_Thinking_of_

11.01.2022 Can you spot the phishing? Tips to better secure your online experience

07.01.2022 This is the most recent update from our premier. We just want to let all our clients know we are still here. We will keep the office doors closed for now to protect everyone. If you have an enquiry please still call the office and we will return your call as soon as possible. Stay safe and please know we are thinking of you all.

06.01.2022 If you feel that your personal financial and lifestyle situation has been affected by the Covid-19 pandemic and you are wondering if you are eligible to access your superannuation as a part of the government stimulus/relief offering then the attached document might give you some guidance in relation to if you qualify and how you apply. For more information you can always contact our offices https://f.datasrvr.com//CRA-7924_(52668)_IOOF_Early_Access

06.01.2022 With the Federal Budget released on Tuesday evening here are a few of the proposed changes. If you are concerned about your personal and/or financial lifestyle position as a result of Covid please get in touch. We are still here to guide you through these challenging times

06.01.2022 This is such a beautiful campaign and myself and RI SHEPPARTON have decided to offer our help to increase contributions for this incredible cause. If you would like to donate, supply much needed daily essentials or just find out more information please contact us. RI ADVICE Shepparton is a local drop off point so please add some additional items to your shopping and drop them in @laurenandcosharebendigo

06.01.2022 The link to check and see if you are one of the residents entitled to any unclaimed money is Sro.vic.gov.au/unclaimed-money

05.01.2022 Due to the Coronavirus pandemic, the Australian Government made a number of announcements about relief packages to help Australians through this difficult period. The HomeBuilder scheme is an effort to stimulate the building industry, creating jobs and economic growth, and for those lucky enough to be able to take advantage of this, providing the opportunity to build or renovate the home of your dreams.

05.01.2022 Just a friendly reminder - our office door is CLOSED but we are here to answer your calls and maintain our scheduled client appointments

05.01.2022 If you have ever considered Financial Advice but you were not sure what type of advice is needed it is good to consider your short, medium and long term goals. Goals based Financial Planning is a very heavy focus here at RI and we can guide you through some goal setting tools to help you get to your desired outcome sooner

04.01.2022 Last night the Treasurer, Josh Frydenberg, delivered the Federal Budget for 2019. Heres our summary of the announcements and what it could mean for you. #Budget2019 riadvice.com.au/budget2019

04.01.2022 Now more than ever before it’s important to remember these steps when we interact with our friends, family and broader community.

03.01.2022 Sandy Miller is the Senior Adviser and proprietor of RI Advice Group/RetireInvest Shepparton. We asked Sandy what she loves about her role as Senior Adviser and what are some highlights of her career. See how Sandy responded below

03.01.2022 For anyone interested in donating to the share the dignity campaign it officially kicks off on the 20th November. Below is a list of items that they would be delighted to receive. Also the donation of new or good quality second hand bags being overnight bags, nappy bags, backpacks or beach bags to create these bundles of love for women in need. #itsinthebag Share the Dignity Remember we are a drop off point for any donations ... https://d1fzx274w8ulm9.cloudfront.net/ad5848c6d248bc005a41b

03.01.2022 We are thinking of all our clients, friends and family in code red announced and fire danger areas. Please all be vigilant and stay safe.

02.01.2022 We are so passionate about emotional and mental health and balance. Financial pressures and stress is one of the major causes of anxiety and depression. Its time to stop holding onto our troubles and dealing with them alone. We are here to listen and if we can help you find financial/lifestyle peace of mind please come in and see us.

02.01.2022 To all our valued clients, We here at RI Shepparton are taking measures to make sure we can still maintain our presence to continue meetings and be here to answer your calls and allow you to voice your questions during this very tumultuous time. We understand that for many your concerns are great and due to the current economic climate we need to be present to help us all get through it. We have taken measures to protect our clients, the elderly and the vulnerable that we co...me into contact with and ourselves along with our families and therefore the office doors will remain closed for the foreseeable future. We are still working, our client meetings will be conducted over the phone, through emails and video conferencing. If you need to drop something off to the office please use the mail slot in the door and if you need to collect something please phone ahead so we can have documents prepared for you, We urge everyone to listen to the government recommendations and stay safe to protect your health and the health of others. Lets all take care of each other and get through this together See more

02.01.2022 Today is national are you ok Day. We value each and every one of our clients, our family members, our friendships, our connections on all levels. Its never too imposing to ask someone if they are ok.

01.01.2022 If you are not able to visit us in person, or it is more convenient to work with us digitally, we have the capability and technology to make it easier for us to connect with you. We have also considered how we can do this in a safer online environment. Phone us on 58312833

01.01.2022 If you have seen the local "Our Goulburn Valley" magazine you may have come across our most recent advertisement. This is Senior Adviser and Proprietor Sandy Miller with her very adorable granddaughter Zara. Keep an eye out for Sandy and Zara on future publications and advertising. We are loving seeing a familiar face