Financial Planning


For those nearing retirement 

A financial plan will ensure you are making the most of now, whilst preparing for the next stage (or unexpected curveball) in life. Have you thought about the following?

  • Will I have enough income to live comfortably in retirement?
  • Is my family protected should something unexpected happen?
  • What do I need to know about life insurance?
  • How can I invest and structure my finances in the most tax effective way?
  • How can I manage my debt and pay off my home sooner?
  • How can I make my money work harder for me?
  • What’s the best structure to protect my investments and assets?
  • How can I maximise my government, pension or security entitlements?
  • What about estate planning?

Your hard work has paid off, the kids are largely financially self-sufficient and the expenses associated with raising your children have become less demanding. This should see a large increase in your investable income and your ability to pay off debt more quickly. 


In the years leading up to retirement, there's a lot to consider. You also want to make sure you don't miss out on the great opportunities available to you. 

​Now is the time to maximise your super and investments, whilst reducing tax and any debt you may have. You should be re-assessing the amount of insurance cover you need to protect your loved ones and assets, whilst thinking forward to develop a well-structured plan to prepare for your retirement.


Verve Group advisers will help you to make the most of this time in your life, giving you the information and confidence to make smart financial decisions - and if the plan changes, we'll work with you to adjust it to conquer life's unexpected curveballs.

It's never too late to plan for your financial future. Get started with a free consultation with a friendly Verve Group adviser.

Personal Financial Risk Survey

Want a clearer vision of your financial situation? Take our 1 minute Personal Risk Survey. This survey was developed to look at your personal, financial and lifestyle risks. Once completed, you can download a scorecard that flags your high, medium and low risks, easily demonstrating where you may need to take action.


“Anyone looking for financial advice? Matt Carberry is the man. I thoroughly recommend his services which I have been using for over seven years now. He is smart, switched on, a lovely guy with a young family and has done a great job for me personally. I totally trust and recommend him.”



Would drinking Maxima gives me a headache or bad jitters afterward?

We have completed many lab testings with 100% real male human, just to make sure that the side effect of Maxima is equivalent to drinking a glass of water. You basically feel nothing. No headache, no jitters. We promise you.

Can I drink it everyday?

We don’t suggest daily consumption because you simply do not need to. Our coffee is potent enough for the super herbs to kick in gradually in a period of 2-4 days, depending on an individual’s metabolism. A box comes with 4 sachets, and it should last you in the span of 3 weeks for consistent enhanced performance, at work, in the gym or in bed.

What do​es Maxima taste​ like? Like herbs?

What’s so amazing about Maxima is that you cannot taste the usual bitterness that comes with our super herbs like Tongkat ali, cordyceps, and epimedium. Our final formula has been through rounds and rounds of trial and errors, in order to bring you the perfect taste of coffee. Arabica coffee is Maxima’s flavor carrier, in which we enriched with black sugar cane as the sweetener to enhance the flavoring profile. Give it a try, you will not be disappointed.

What is Maxima good for?

Men who have tried Maxima reported having​ better energy overall, greater strength in fitness, & enhanced erection experience.

Important Information
Verve Group is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count”). Count is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus 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 Ltd.
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.