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Agri Plus Financial Group

5.0(1 reviews)See reviews ↓·Mildura

About the company

Agri Plus Financial Group is a financial advisory firm based in the Northern Mallee region of Victoria. It provides financial advisory services to regional, rural, and remote communities across Australia, with a focus on farming businesses and enterprises. The firm specialises in family farm succession planning, superannuation and retirement planning, wealth accumulation and growth, wealth protection, goals-based advice, and financial literacy.

It also visits Birchip fortnightly and makes regular visits to South Australia’s Riverland and Adelaide. Janine McLean is an authorised representative. Services include budgeting and cash flow, superannuation accumulation, debt reduction strategies, retirement planning, personal wealth building, tax minimisation strategies, child investments, family protection, succession planning, Centrelink, self-managed superannuation funds, Farm+ Management, estate planning, and family farm succession planning.

What customers say

Based on genuine customer reviews

In the Mildura district, Agri Plus Financial Group draws on the long-standing relationship one client has had with adviser Janine, known to that client for more than fifteen years as a colleague, adviser and friend. The account credits her with honesty, integrity and dedication, the qualities that client considers essential in an adviser.

Her knowledge of financial services, combined with a lifetime spent in a rural setting, is said to give confidence that a financial future is well managed for the years ahead. Her down-to-earth and friendly manner is described as putting people at ease from the outset. The practice operates as a financial adviser and planner from Lemon Ave, with appointments available Monday to Friday, 08:30 to 17:00.

Reviews

Reviews are taken from publicly available sources.

SQ
Suzie Q15 October 2022

I have known Janine for over 15 years as a colleague, advisor and friend. Janine possesses the three qualities you always want in a financial advisor … honesty, integrity and dedication. Her financial services knowledge together with her lifetime experience living in a rural community gives you confidence that your financial future is in good hands for years to come. Janine’s down to earth and friendly nature makes you feel at ease straight away and her personal attention is extremely reassuring. I highly recommend Janine and Agri Plus

Financial advisers & planners in Mildura compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Mildura are compared.

RankProviderRatingReviewsOpen Sat.
1Trilogy Financial Group★ 5,04No
2Agri Plus Financial Group (this page)★ 5,01No
3Harvest Wealth★ 5,01No
4Rural Financial Counselling Service NSW Central West★ 3,01No
5Sunraysia Financial Services★ 2,01No
Contact
+61354437220agriplusfg.com.au54 Lemon Ave, Mildura VIC 3500
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed