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Venture Financial Planning Pty Ltd

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March 4, 2020 by Venture

Women and money: Seize the day!

As the world celebrates International Women’s Day and all that women have achieved, it’s a good opportunity to take stock. Australia has undoubtedly come a long way in terms of workplace participation, equal pay and financial independence, but there is still some way to go.

November 12, 2019 by Venture

Keeping on the right side of SMSF rules

The lure of greater control over your retirement savings with a Self Managed Superannuation Fund (SMSF) may be enticing but the freedom to chart your own destiny also comes with the responsibility to comply with the rules.

January 17, 2019 by Venture

Can you afford your dream retirement?

Planning your dream retirement can be an exciting time. The chance to travel overseas or around Australia without having to rush back to work, time to pursue new hobbies, learn a language or spend time with the grandkids. The possibilities are endless, but what will it cost?

January 17, 2019 by Venture

Small steps add up

Sometimes, when thinking about your long term financial goals, they can seem so big as to be insurmountable. But the truth is, those that achieve financial success don’t usually do so by encountering a sudden windfall.

August 22, 2018 by Venture

Fired up for financial independence

Millennials are often accused of living for the present and wasting their money on smashed avocado. So it may come as a surprise that younger Australians are at the vanguard of a growing movement committed to the old fashioned virtues of thrift and saving, but with a modern twist.

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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.