Financial Planning & Stockbroking

Here at Wimmera Mallee Accounting, we love making a difference to our clients’ lives, and the most fulfilling part is to ensure that our clients leave our office feeling relieved and confident that their financial future will be changed for the better from seeking our advice.

Our in-house Financial Planner, Sandie Richmond, 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’ 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 is 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.

Sandie Richmond is Authorised Representative (Number 1242110) and WMA Victoria Pty Ltd is Corporate Authorised Representative (Number 458736) of InterPrac Financial Planning Pty Ltd (AFSL 246638).

Please click here for a copy of our Financial Services Guide.

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