We provide expert financial advice and reliable service to manage every aspect of your finances, at every stage of your life.

We all want to make the most of this life. And while that means different things to different people, money always has a role to play. We have the expertise, the experience and the resources to help you:

  • Start to invest – through mortgage and debt management, cash flow and investment strategies, income and budget planning, tax effective and government benefit friendly investments.
  • Grow your investments – we look beyond cash, fixed interest, property and shares to develop sensible investment strategies that fit your life and the things you want to achieve.
  • Protect your future - safeguard both your and your family’s financial future with appropriate insurance, estate planning and aged care financial advice.
  • Plan for retirement - whether your money is in super, investments, a self-managed super fund (SMSF), or your family business we can show you how to plan for the retirement you want.
  • Enjoy your money - our expert financial advisers can do the leg-work and the head-work for you. So you can get on with life, confident that the financial side of things is properly taken care of.

With the right advice and a helping hand, you can find both the time and the money to create and grow real wealth – and much more easily than you may have thought possible.

At RI Shepparton we love what we do and we believe in what we do. We help clients work towards their financial goals and we love hearing their feedback when we have done a good job and gone beyond their expectations. To learn a bit more about us, watch our short video.