Planrite Advice Group

07/05/2026

For over 30 years, our local financial planning team has been helping local families make confident financial decisions for their future.

We specialise in retirement planning, helping clients retire with more confidence, greater financial security, and a clear plan for the years ahead.

We also support families through the complex financial and emotional move into Aged Care, providing advice and clarity when it’s needed most.

At the heart of our business is a genuine client-first focus. We prioritise being available, approachable, and ready to help when you need us most — because financial advice is about people, not just numbers.

Local people. Trusted advice. Over 30 years of experience helping you plan with confidence.

📞Call our office 53811951

👩‍💻Or book via our website

www.planrite.com.au

Book your Appointment today via the following link: [email protected]/bookings/" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/

24/02/2026

Jan & Feb Recap ✨ What a way to start 2026!

🎉 January Birthdays
We celebrated Alisha and Brendan in January. We hope you both had wonderful days with your loved ones. We truly appreciate everything you bring to our team and your dedication to your clients.

🏆 Work Anniversaries
A special milestone for Alisha celebrating an incredible 15 years, and congratulations to Alex and Bianca on 4 years each. All three are integral members of our team and we’re so lucky to have them.

📚 Professional Year milestones
Ryan and Alex have commenced their Professional Year, joining Rebekah who is already halfway through hers. An exciting journey ahead for all three as they continue building their careers in financial advice. Best of luck to Ryan and Rebekah sitting their Financial Adviser exam next week, and to Alex who will take hers mid-year; we’re all behind you!

🥂 Another birthday celebration
We also celebrated Alex entering the final year of her 20s! We hope it was filled with fun, friends and family, we love having her as part of our team and are grateful for her commitment to the team and clients.

🎓 A huge achievement
Another shout out to Ryan who graduated from Deakin University with a Bachelor of Commerce (Financial Planning & Finance), achieving a Distinction. Such a fantastic accomplishment and so well deserved!

🤝 Welcoming new clients
Over the past two months, we’ve welcomed many new clients, assisting with the likes of entering retirement and financial peace of mind, inheritance advice, preparing for retirement, managing increased income tax-effectively, and aged care entry planning, just to name a few.

It’s been a big, exciting start to 2026 and we can’t wait to see what the rest of the year brings 💥

22/02/2026

We are very proud to celebrate Ryan on his graduation from Deakin University, completing his Bachelor of Commerce with majors in Financial Planning and Finance, and graduating with a Distinction! 👨🏼‍🎓✨

Ryan has achieved this milestone entirely online, all while working as a paraplanner at Planrite. Balancing work and university studies is no small feat, and his commitment, discipline and passion for the profession has truly paid off.

We are also excited to share that Ryan has now commenced his Professional Year with us. This is just the beginning of what promises to be an outstanding journey in Financial Planning.

Congratulations Ryan 💙

09/01/2026

OFFICE CLOSED | STAY SAFE 🔥
Due to the current fire situation unfolding and warnings provided by VicEmergency, our office will be closed effective immediately.

Please stay safe and follow all advice provided by VicEmergency.

We are thinking of and thank all front line volunteers who are out fighting the blaze.

We will re-open the office on Monday 12 January at 8:30am.

22/12/2025

As the year winds down, our team will be taking a short break.

🗓️ Closed from 12pm Tuesday 23rd December
🗓️ Reopening Monday 5th January

We’d like to thank all of our clients for your continued trust and support throughout this year. Wishing you and your families a safe, relaxing and joyful Christmas and New Year 🎄✨

06/11/2025

September and October were full of milestones at Planrite — and we even kicked off November with another celebration! 🎉

🎂 5 Nov – Kez’s Birthday
🎂 1 Oct – P’s Birthday
🎉 1 Oct – Brendan’s 9-year Work Anniversary
🎉 17 Sept – P’s 24-year Work Anniversary
🎂 16 Sept – Jen’s Birthday�
We loved celebrating Jen, P, and Kez’s birthdays — we’re so lucky to have them as part of the Planrite family. 💙

And a huge congratulations to P and Brendan for their incredible work anniversaries. Thank you both for your dedication to your clients and everything you do for our team! 🙌

02/11/2025

• CLOSED •

Our office will be closed Monday 3rd and Tuesday 4th November, for Melbourne Cup 🐎

Re-opening on Wednesday 6th November at 8:30am ✨

If you need to contact someone urgently, please email [email protected].

25/09/2025

🏉 We’re closed tomorrow for the AFL Grand Final Public Holiday 🏉

We’ll be back in the office at 8:30am Monday morning.

Who’s your tip? Geelong or Brisbane? 🐱🦁

22/09/2025

📈 Reading the news lately, it’s clear how costly some financial decisions can be.

That’s why good advice isn’t just about what to invest in — it’s also about what not to do.

Helping clients avoid mistakes can sometimes be the biggest difference to their long-term success.

Call our office to speak with a local Financial Adviser - get that second opinion!

Call us on 53811951

07/09/2025

Why the right financial advice matters

We often meet people who aren’t sure if they’re really ready to retire. With so much conflicting information out there, it’s no wonder retirement can feel confusing and overwhelming.

That’s where we come in. We’ll help you sort through the noise and understand:

• What income you can comfortably expect in retirement
• How long your savings are likely to last
• Whether you could be eligible for the Age Pension or a concession card
• How to make sure your savings can be passed on to your loved ones tax-free

At the heart of it, our goal is to give you clarity, confidence, and peace of mind, so you can enjoy the retirement you’ve worked so hard for.

Call our office on 53811951 to make your appointment.