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Venture Financial Planning Pty Ltd

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December 2, 2021 by Venture

Client Update – December 2021

Venture team 2021

A year in review As another year draws to a close, it’s a great time to reflect on the extraordinary amount of change that has occurred over the last few years.

November 25, 2021 by Venture

Selecting the best investment for you

investing benefits

There are many types of investment vehicles available to choose from, with managed funds one of the most popular choices in Australia. We have outlined the four types of investment vehicles and detail the benefits of each investment.

August 12, 2021 by Venture

Using gearing to grow your investments

gearing

Gearing can be an effective and tax-efficient way of building your investments over the long-term. While it can increase your investment returns, you should be aware of the risks involved.

June 29, 2021 by Venture

What is estate planning?

estate planning

Estate planning involves much more than having an up to date Will. It is important to ensure that your assets are distributed in the most effective manner and without adverse tax consequences for your beneficiaries.

June 15, 2021 by Venture

The financial rewards of optimism

If it wasn’t already clear, the past 12 months certainly cemented the fact that life has a habit of throwing us the occasional curveball. The reality is we all face challenges, however approaching life with a positive mindset can help us deal with any issues we may face and improve our lives in many ways.

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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.