• Facebook
  • LinkedIn

Venture Financial Planning Pty Ltd

03 5434 7600 Contact us
  • Home
  • About Us
    • About Us
    • Our Team
    • Careers
  • Financial Services
    • Superannuation & Retirement Planning
    • Investment Advice
    • Cashflow & Debt Management
    • Personal Risk Insurance
    • Centrelink Services
    • Aged Care
    • Estate Planning
  • SMSF Accounting
  • News & Resources
    • News & Market Updates

December 9, 2016 by Venture

Client Update – December 2016

A word from the Directors: 2016 – the year of change

2016 has been a year of change; political, economical and socially. We’ve seen the passing of key superannuation legislation, as well as ‘unexpected’ outcomes in international elections and referendums.

Moving forward, 2017 is likely to see more ongoing change, with opportunities for investors arising. We the directors and staff at Venture Financial Advisers have also experienced a year of changes.

In May we were excited to introduce a new service in mortgage and finance solutions under our sister company Endeavor Finance. Local banker Adam Tharle has partnered with us to ensure you have access to the best lending products for your circumstances.

venture-december-client-update
Click image to read the full newsletter

Our December client update includes:

  • A word from the Directors
  • Advice to benefit YOU
  • Superannuation reform bill passed
  • Important changes to the age pension in 2017
  • Warning on unsolicited Centrelink calls
  • Breathing for Macie
  • Fun Run winners four years running
  • Staff news

 

We would like to take this opportunity to wish you all a safe and wonderful Christmas and New Year

Thank you for choosing to work with us in 2016.

Our office will be closed for the Christmas holidays from midday, Thursday 22 December and will re-open at 8:30am, Tuesday 3 January 2017.

Financial Services Guide

Our Financial Services Guide (FSG) is a detailed guide to our business and the advice services we offer. It describes the fees we may charge, the information we may collect about you, and the ways we use that information.

If you have any questions, or if anything is unclear, please feel free to contact us.

Download our FSG

Venture Representative Profile

Direct Debit Request

Our Financial Services

  • Superannuation & Retirement Planning
  • Investment Advice
  • Cashflow & Debt Management
  • Personal Risk Insurance
  • Centrelink Services
  • Aged Care
  • Estate Planning
  • Privacy Policy and Disclaimer
  • Financial Services Guide Pt1
  • Financial Services Guide Pt2

Copyright © 2025 Venture Financial Planning Pty Ltd
Wordpress Website by The DMA

Venture Financial Planning Pty Ltd ABN 62 095 194 559 wholly owns Venture Financial Advisers Pty Ltd ABN 60 648 465 445. Venture Financial Advisers is a Corporate Authorised representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ("Count Financial"). Count Wealth Accountants® is a trading name of Count Financial. Count Financial is 85% owned by Count Limited ABN 111 26 990 832 ("Count") of Level 8, 1 Chifley Square, Sydney 2000 NSW and15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial.