Our in-house Financial Planning team, Sandie Richmond with the support of Agri Plus Financial Group, ensures we are able to assist with any planning needs our clients may have.

Sandie’s interest in Financial Planning evolved from her many years of experience as a tax accountant and as a small business owner herself. She strongly believes that the combination of having a sound financial plan integrated with tax minimisation strategies is the key to wealth creation.

Instilling the importance of inter-generational planning when creating wealth strategies is a strong point in Sandie’s focus. Inter-generational planning is not always easy. It can in fact often be uncomfortable at times for all parties involved. However, Sandie ensures that having these conversations can lead to a stronger family position in the future.

Sandie has teamed up with Agri Plus Financial Group, and together, they are well qualified to assist you with all facets of Financial Planning including wealth accumulation, investment advice, pre-retirement planning, superannuation including self-managed super, disability and Centrelink entitlements, retirement planning, aged care and estate planning.

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