“The journey of a thousand miles begins with one step”
Welcome to
AGRI PLUS FINANCIAL GROUP
AGRI PLUS Financial Group provides financial planning and financial advisory services to rural, regional and remote communities across Australia.
Specialising in:
Family Farm Succession Planning +
Superannuation & Retirement Planning +
Wealth Accumulation & Growth +
Wealth Protection +
Goals Based Advice +
Financial Literacy +
AGRI PLUS
FINANCIAL GROUP
Not just your average financial planning practice!
Based out of the Northern Mallee region of Victoria, Agri Plus Financial Group provides pro-active financial advisory services to a wide range of regional, rural and remote communities across Australia.
We value the impact that agricultural farming has on our communities, as a whole, and understand farming as a way of life and not simply just as a business practice. As such a part of our mission is to bring these two aspects together, allowing you to work smarter, not harder.
Whilst we have a focus on working with faming businesses and enterprises, without the support of local business and townsfolk, who work within these communities, we understand that life on the land would be that much harder. As such, another important aspect of our mission is to provide accessible financial advice services across rural, regional and remote communities.
Interested in working with us? Click the button below to send us an email.
Goals Based Advice
Have you heard of ‘goals based advice’?
Unlike the traditional financial planning process which generally focuses on investments and returns, a goals based approach to financial advice provides a personalised overlay to all things financial planning. We believe that this allows for the advice process to not only be more specific and specialised to your individual and family needs, but it also enables you to be more engaged throughout your financial journey.
To AGRI PLUS advisors, the most important aspect of any financial advisory advice is YOU, the client.
In taking this approach, it is important that our advisors understand not only what your current position is, but also your goals and objectives - regardless of if they are personal, family or business orientated. Or if they are short, medium or long-term aspirations.
Understanding where there might be gaps, or deficiencies within your personal or business finances then allows us to utilise various strategies, structures and investment and insurance products, as tools, to enable you to work towards achieving your goals and objectives.
We also believe that this approach allows you to determine what is important to you and enables you to filter out ‘noises’ that are not.
Should you wish to speak with one of our advisers about taking control of your financial future, you can contact us via phone at 03 5443 7220 or use the contact us button below to send us an email.
Advice Areas
We cover a range of advice areas relating to and including:
Budgeting & Cash Flow
Take control of your income and expenses.
Superannuation Accumulation
Want to make sure your superannuation savings are working for you?.
Debt Reduction Strategies
Keen to learn about ways to reduce what you pay in interest repayments each year.
Retirement Planning
Considering retirement and unsure where to start?
Personal Wealth Building
Considering looking at your options to start building your personal wealth?
Tax Minimisation Strategies
Wondering how you can minimise your ongoing tax liabilities?
Child Investments
Want to give your kids a financial kick start or considering saving for their future education needs?
Family Protection
Want to ensure that your family is protected in the event of death, disability, terminal illness or long term inability to work, due to your health?
Succession Planning
Considering a change and wanting to exit your current business?
Centrelink
Approaching age pension age and not sure where to start or simply unsure of any entitlements that you may be entitled to be receiving?
Self Managed Superannuation Funds
Running your own SMSF or considering establishing a SMSF?
Farm+ Management
Looking to better manage your farm’s operations and improve your bottom line?
Estate Planning
Want to make sure that your estate is in order?
Family Farm Succession Planning
Want to be prepared for unexpected or forced family farm succession or considering your families farm succession plan?
The Financial Journey
Step by Step Guide
Curious about how the whole financial planning process works?
We have outlined the entire process and broken down each stage/step to help you gain a better understanding of what you can expect.
Click the button below to read this guide.
