You've worked hard to create a lasting legacy for your family, so it's important to ensure those assets aren't eroded. A comprehensive estate plan with protect your wealth. We can help you manage risk and safeguard the financial security you've worked so hard to build, with strategies to protect your business and personal finances.
If you're asset rich but time-poor, a dedicated financial adviser can help you take control of your financial future and make your vision for the future a reality. With Australians living longer and staying more active in retirement, everyone needs to be saving more. We can help you plan ahead to achieve the retirement lifestyle you've always imagined.
If you're asset rich but time-poor, a dedicated financial adviser can help you take control of your financial future and make your vision for the future a reality. With Australians living longer and staying more active in retirement, everyone needs to be saving more. We can help you plan ahead to achieve the retirement lifestyle you've always imagined.
Services
Located in the heart of Bendigo, Venture Financial Advisers has been locally owned and operating for 20 years. With a team of 13 staff, you'll benefit from our experience and expertise in specialised wealth creation strategies, including trusts, Self Managed Superannuation Funds, gearing and tax-effective investments.
Nicola became a Financial Adviser after seeing the impact of poor 'everyone fits into one mould' advice with detrimental long term implications. During her studies to become a Financial Adviser, Nicola was recognised as No.1 in Australia for Personal Financial Planning and Superannuation when undertaking the CPA Program.
We are a vibrant, professional team offering regular training and development to all our staff, ensuring they feel confident in their role. A personal client service is our fundamental commitment and our staff demonstrate this every day. If you are interested in joining our growing firm in this great regional city, please forward your expression of interest to recruitment@venturebendigo.com.au.
From our first meeting, we take the time to explore your individual financial and lifestyle aspirations. We offer a range of services to ensure financial success. What do you aspire to in life? Whatever your objectives, a personalised wealth plan can help you reach them sooner, with less risk. When you live a rich and active life, it can be difficult to give your investments the attention they deserve.
Break superannuation down to its simplest form and it is a savings account for your retirement which 9.5% of your salary is paid into. You need to choose who entrust to look after your money, decide how you want that money to be invested and wade through the countless legislative changes that will happen over your working life.
Reviews (1)
Adam Tharle
Dec 21, 2021
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