Venture Financial Planning Pty Ltd

03 5434 7600 Contact us

  • Do you have an estate plan?

    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.

    Do you have an estate plan?

  • Do you have a plan if your income stopped due to illness or injury?

    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.

    Do you have a plan if your income stopped due to illness or injury?

  • Do you lack time to give your finances the attention they deserve?

    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.

    Do you lack time to give your finances the attention they deserve?

  • Would you like to invest more tax-effectively?

    Australia’s tax laws are increasingly complex. Without careful planning, it’s easy to end up paying more tax than you have to. We can show you how to manage your investments more effectively.

    Would you like to invest more tax-effectively?

  • Have you saved enough for retirement?

    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.

    Have you saved enough for retirement?

  • Are you worried about your super?

    Recently, volatile markets have been chipping away at Australians’ super savings, throwing retirement plans into disarray. Let us show you how careful retirement planning can help you protect and grow your super.

    Are you worried about your super?

  • Are you concerned about your investments?

    When markets are volatile, active advice can help you take advantage of emerging opportunities while avoiding the risks.

    Are you concerned about your investments?
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About Us

Financial adviser bendigo

Venture Financial Advisers 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 ... Read more

Why Choose Us?

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 ... Read more

SMSF Administration

Locally owned and operated in Bendigo Victoria, Venture Financial Advisers has been providing solutions for Self Managed Superannuation Fund (SMSF) ... Read more

  • We found Nicola and the entire team easy to communicate and outstanding knowledge base of their client's position and needs. They all have a very welcoming and cheerful attitude which reflects that the staff are happy in their jobs.
    Business owner
  • Andrew has been looking after our self managed super fund for over 11 years. In all that time I have found Andrew to be professional, polite, efficient & up to date with all the latest changes in the Super legislation & I have appreciated the update meetings we have during the year. I have no hesitation in recommending Andrew's services.
    Rick & Pat
    Retirees, 65+
  • Meredith and I have used the services of Venture to handle our super fund for many years. We have found the service provided by Andrew and the team to always be professional and proactive. We are very comfortable having them advise us and keep us up to date in all of our dealings. We would recommend their service to anyone with a SMSF.
    Steve & Meredith
    Retirees, 60+
  • I was extremely satisfied with our dealings with Nicola and the way they go about conducting their business with us.
    Business owner
  • We found Nicola and the entire team easy to communicate and outstanding knowledge base of their client's position and needs. They all have a very welcoming and cheerful attitude which reflects that the staff are happy in their jobs.
    Business owner
  • Andrew has been looking after our self managed super fund for over 11 years. In all that time I have found Andrew to be professional, polite, efficient & up to date with all the latest changes in the Super legislation & I have appreciated the update meetings we have during the year. I have no hesitation in recommending Andrew's services.
    Rick & Pat
    Retirees, 65+