We are here for you

As we all come to terms with the growing challenges of the Corona virus pandemic, we wanted to assure you that we are here for you, to provide continued support and information to assist you as best we can.


The safety and well being of you, and our staff members is our priority. We are making provisions to enable our team members to work from home, with the likelihood that our offices in Shepparton and Albury will be closed as of 24th March.


We are also monitoring Federal and State Government measures to support and protect families, businesses and the economy and will keep you informed of the facts, and how you may access these supports.


To ensure that we can continue to service you, we will be making some adjustments:

  • All phone calls will be directed to our Voicemail system. We will be checking messages regularly and ensure a team member gets back to you as soon as they can.

  • We will replace face-to-face appointments with video or phone conference calls effective as at Tuesday 24th of March.

  • We will continue to provide you with updates and news via our website and Facebook page, and may send important alerts to your mobile devices to let you know of updates.

  • Our caller ID may be set to "Private" as team members may be using personal home or mobile phones to keep in contact with you.

  • We will monitor emails and assist you with your financial planning needs, as per our normal course of business.

We are continuing to monitor developments and adapting our processes in response every day.


We are here to help in any way we can as we all navigate these times of uncertainty.