Wealth & Financial Advisors

Manage your financial affairs and take back control of your life.
Take the first step by making sure you have the right advisor.

What can Plus 1 Wealth Advisors offer you?

ABOUT US

Plus 1 Wealth Advisors is a division of Plus 1 Group Accountants.

Established in March 2004, Plus 1 Wealth Advisors holds an Australian Financial Service Licence. We offer a range of financial services, and provide comprehensive financial planning advice for both personal and business needs.

Plus 1 Wealth Advisors offer a free consultation. First, we identify your short and long term financial priorities, needs, and goals. Then, we give you a step by step rundown of our strategies and recommendations. Of course, we understand that your financial plans can’t be set in stone, so we also provide you with a regular review to make sure your plan adapts to changes in your lifestyle, circumstances, and financial goals.

What is Financial Planning?

Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals. That’s why it’s so important to be getting the right advice from someone qualified. Whether it’s for short or long-term goals, we can help you achieve financial independence and peace of mind.

GOAL SETTING

Career success or transition, a growing family or changing lifestyle priorities are great opportunities to review your financial goals with an expert.

SUPERANNUATION

Superannuation is one of the best vehicles for growing wealth in a tax effective manner. We can help you actively grow and maximise your super.

INCOME & BUDGETING

Knowing what you spend and what you can save or invest is the key to building long-term sustainable wealth as early as possible.

YOUR FINANCIAL LEGACY

Creating a Will or Estate Plan is daunting, but essential for peace of mind. We’ll help you have the difficult conversations and get it done.

ASSETS & DEBT

Balancing assets and debt can help you succeed and our institution-grade investment capability, with millions of funds under advice, will help you build wealth faster.

INSURANCE

Over a lifetime, income is your greatest asset and the fuel for your financial goals. We’ll ensure your wealth is protected from the unexpected.

Matt – Financial Advisor

wealthadvisors@plus1group.com.au

03 5833 3000

Rod – Financial Advisor

rmc@plus1group.com.au

03 5833 3000

Wealth Creation

Investing in your future

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Wealth PROTECTION

Protecting your years of work

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RETIREMENT

Planning your tomorrow, today

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SUPERANNUATION

THE PATH TO FINANCIAL INDEPENDENCE

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Client Portal

If you need to get us documents quickly, access remote support, or the MYOB Portal click the button above.

Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays

Contact Us

27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988
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Sentinel Wealth Unit Trust T/As Plus 1 Wealth Advisors (ABN:11 408 695 672) is an Authorised Representative of Sentinel Wealth Managers Pty Ltd
(ABN: 73 108 328 294) AFS Licence 322211 | Financial Services Guide