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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
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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

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Venture Financial Planning Pty Ltd ABN 62 095 194 559
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254 Australian Financial Services Licensee
Registered Office 105-153 Miller Street
North Sydney NSW 2060
A member of the National Australia group of companies