Our partnership is built on understanding.
From our first meeting, we take the time to explore your individual financial and lifestyle aspirations. Then we follow a disciplined, six-step process to create a personalised strategy, tailored for you.
Step 1: Defining the scope of engagement
In our first meeting we will explain the process that we will follow, find out your needs and make sure they can meet them. We will also talk you through our background as financial advisers and our fee structure.
Step 2: Identifying your goals
Next, we build on our understanding and work with you to identify your short and long term financial goals – this stage serves as a foundation for developing your plan.
Step 3: Assessing your financial situation
Once we have identified your short and long term goals, we then take a good look at your position – your assets, liabilities, insurance coverage and investment or tax strategies.
Step 4: Preparing your financial plan
Once we have a clear understanding of your individual goals and your financial situation, we will then recommend suitable strategies, products and services, and answers any questions you have.
Step 5: Implementing recommendations
Once you’re ready to go ahead, your financial plan will be put into action; where appropriate, we may work with specialist professionals, such as an accountant or solicitor as identified.
Step 6: Reviewing the plan
Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important your financial plan is regularly reviewed, to make sure you keep on track.
We specialise in working with the following types of clients:
When you’re dedicated to managing a successful professional practice, time is your scarcest resource. So it can be difficult to give your own finances the attention they truly deserve.
That’s where Venture Financial Advisers can help. We specialise in helping busy professionals manage, extend and protect their growing wealth, with sophisticated solutions and exclusive opportunities.
We can help you respond to the specialised challenges you may be facing — from tax planning, to SMSF set-up and administration. So you can continue to focus on your professional life, knowing your finances are in good hands.
Your career is satisfying and demanding — but it also leaves you with little time to devote to anything else. Meanwhile, as your career progresses, your financial needs are becoming more complex.
Venture Financial Advisers act as your personal CFO, with sophisticated strategies to help you manage, extend and preserve your growing wealth. They include expert advice on salary packaging, share and option schemes, tax planning and SMSFs, with specialised solutions to ensure your money works as hard as you do.
Successful business owners understand they can’t do everything on their own. So it’s essential to have an experienced team behind you that you can trust to keep your best interests at heart.
Your adviser will work with you to unlock the value you’ve worked so hard to create. As well as investing the income your business produces now, we can help you prepare for your next step, with a tailored business succession strategy designed to maximise value and protect you, your business partners and your employees. We can even show you how to manage your cashflow more effectively, reducing debt and generating an ongoing income stream that will underpin your family’s lifestyle for years to come.
A self-managed super fund (SMSF) gives you more control over your future, with a wider range of investment opportunities to choose from — but it also involves some weighty responsibilities. Not only do you need to comply with a multitude of increasingly complex regulatory obligations, you also need to devise and document a suitable investment strategy, while managing your portfolio in a fast-changing investment environment.
We can take the complexity out of running an SMSF, with personalised advice and support to help you set up and administer your fund, and a comprehensive investment strategy tailored to your investment time frame and retirement goals. So you can maximise your super savings and look forward to a secure and prosperous retirement.
Investors approaching retirement
Today, Australians are living longer and staying more active in retirement than ever before. As a result, our financial needs in retirement are also rising. So it’s essential to plan ahead and make the most of your resources if you want to enjoy the retirement you’ve always looked forward to.
Your adviser can help you realise your dream of future prosperity, using a range of proven strategies including salary sacrifice, self-managed superannuation and transition to retirement. We can also help to safeguard your savings from the effects of market volatility, generating more income with less risk.