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Venture Financial Planning Pty Ltd

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About Us

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 benefit from our experience and expertise in specialised wealth creation strategies, including trusts, Self Managed Superannuation Funds, gearing and tax-effective investments.

We work in partnership with you and your family to understand your aspirations for the future and create a personalised financial plan. We use our experience to work for you. Taking control of your financial future doesn’t have to mean doing everything by yourself.

Know that you’re making the best financial decisions.

 

Our Partners

AFS & Associates Chartered Accountants

AFS & Associates Chartered Accountants and Venture Financial Advisers work together to help you reach your personal and business financial goals. The team has a wealth of experience and we highly recommend AFS & Associates for any of your accounting and business services needs.

Endeavor Finance

Endeavor Finance and Venture Financial Advisers work together to help you plan for your future to reach your financial goals. With years of banking experience, we highly recommend the team at Endeavor Finance for all of your borrowing needs from personal banking to commercial needs.

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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.