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Venture Financial Planning Pty Ltd

03 5434 7600 Contact us
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Estate Planning

You’ve worked hard to create a lasting legacy for your family, so that they can enjoy life now and in the future. So it’s important to ensure those assets aren’t eroded when the time comes to transfer them to those you care about most.

That’s where Venture can help. We can help you create a comprehensive estate plan, to protect and transfer your wealth in the long term. We can also help to safeguard your family’s prosperity from unexpected events such as a long-term illness or disability, litigation, a relationship breakdown or even bankruptcy.

Superannuation and inheritance: making your wishes known

This article explains the difference between having a will and nominating your beneficiaries. If you haven’t nominated any beneficiaries then the decision for who receives your superannuation is in the hands of the trustees of your fund.

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

Our Financial Services

  • Superannuation & Retirement Planning
  • Investment Advice
  • Cashflow & Debt Management
  • Personal Risk Insurance
  • Aged Care
  • Estate Planning
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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