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Venture Financial Planning Pty Ltd

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March 29, 2017 by Venture

Honesty the best policy with life insurance

Life insurance is one of the most important investments you can make to protect your family’s future well-being. And like any investment, it needs careful consideration.

March 29, 2017 by Venture

How to make retirement less taxing

Planning your retirement isn’t just about what you are going to do once you stop work. It’s also about planning the actual process to make the most of your accumulated wealth. This includes tax planning.

March 29, 2017 by Venture

Countdown to super deadline

The clock is ticking for investors who want to take advantage of the more generous tax concessions available in super this financial year. As of 1 July, new rules come into effect that will reduce contribution limits.

March 15, 2017 by Venture

Market update – March 2017

economic market update

The Pulse In February, global equity markets continued to trend higher boosted by optimism about US growth and reasonably good economic and corporate earnings data. In the United States, the Standard & Poor’s 500 equity index rose 4.0% over the month pushing its 12-month return to 25%. US business sentiment indicators rose further with small […]

February 23, 2017 by Venture

Fast track your home loan

With interest rates on the rise, now is the time to look at ways to fast track your mortgage. After all, the sooner you pay off your mortgage, the less you will pay in interest.

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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.

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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.