RetireInvest Wangaratta, Benalla and Wodonga
Phone: 03 5722 2226
16 Templeton St, Wangaratta VIC 3677
3 Cecily Court, 68 Nunn St, Benalla VIC 3672
33 Stanley Street, Wodonga VIC 3690

At RetireInvest Wangaratta, Benalla and Albury we are strong advocates of values based advice and life planning for our clients.

We believe there are three levels of financial advisers. The first two are product focused advisers and goal setting advisers. The third, and highest level of advisers, are values based advisers.

As values based advisers, we obtain an understanding of what’s important to our clients, their values and what they aspire to achieve. We do this through a number of simple interactive whiteboard exercises with our clients.

During the life planning process, we have our clients identify the milestones - personal or financial – they hope to achieve. This may involve material events such as purchasing a new car, an annual overseas holiday or renovating their house. It can also identify lifestyle and value focused desires, such as spending more time with the grandchildren, working less hours or taking up a hobby.

By taking this approach we are able to take a holistic view of our client's financial and non-financial priorities. This enables us to work with our clients to develop appropriate strategies and provide highly personalised, meaningful advice based on what’s important to them and what they wish to achieve in life.

We encourage our clients to stay on track with this journey by providing a structured review service and holding them accountable in the nicest possible way.