Venture Financial Advisers | Financial Planning Bendigo

CHANGES TO INCOME PROTECTION INSURANCE

Some of the most significant changes are coming to personal income insurance to date. Find out why you need to be covered before 30 June 2021.

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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 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 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.
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.
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.

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
We are long-term clients of Michael because he has consistently shown us the best way to use our savings before and after retirement.
Ed
We have had Michael Camm as an adviser in all financial matters for the last 15 years and have always found him to be thoughtful, attentive and friendly. His advice has been invaluable on many occasions. We can only give him the highest rating and would not hesitate in recommending him to others.
Richard & Lesley
Michael is a caring & competent professional adviser. He always has our best interests at heart. We have every confidence in his ability to continue the good work he has done for us over the last 20 years.
Hilary & Ron
65+
Michael has consistently provided us with wise, informed financial advice. In so doing has always taken into account our stage of life and personal preferences re our finances. He has explained things in a way we can understand and therefore make decisions. He has always been available if we have enquiries or need advice, and is generous with his time when we consult. Michaels warm, engaging personality make for easy communication.
Graeme
65+
"Michael is always friendly and willing to help out with any question I have for him. Michael has been a great help to me during 2017."
Corbin, young professional
under 35