A financial plan will ensure you are prepared for the years ahead. Have you considered the following?
Will I have enough income to live comfortably in retirement?
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 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?
Feeling ready to enjoy life's adventures now that you're no longer working?
Retirement can be an exciting time, but you also may be wondering how to fund that overseas holiday, or be ready for any unexpected health concerns now that your main source of income is from your investments/pensions. Whatever your goals are for retirement, talking to a Verve Group adviser can help you prepare for the years ahead by protecting and maximising your hard-earned savings.
Your Verve Group adviser can help you to put strategies in place to give you peace of mind, and make the most of your retirement years. They can also advise you on your estate planning, and how you can best support your family financially. If aged care is a consideration for your loved ones or yourself, Verve Group advisers can help you prepare for that too.
Your financial adviser will also help you plan for the brighter things in life, like travel, the tree or sea change you've always thought about, or spoiling your grandchildren.
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.”
What does a financial planner do?
Your Verve Group financial planner can complete a comprehensive review of your financial situation and provide you with a plan to help you achieve your short, medium and long term goals. Your plan can include new opportunities and provide you with strategies to improve, grow and protect your wealth.
Is financial planning right for me?
Many people think financial planning is just for the wealthy. However, financial planning can help people at all ages and at all levels of financial health. The sooner you start planning the more time you’ll have to achieve your financial goals, and the better off you'll be in the future.
How can financial planning help me?
Set financial goals that balance your needs for today and tomorrow
Create a plan to help support your family financially
Start investing or optimise your existing portfolio
Understand the best way to use a windfall, an inheritance, a pay rise or a bonus payment
Maximise your super and rollovers
Become debt free
Plan for retirement
What can I expect from the initial consultation?
gathering information on your current financial situation and budget;
what you want to achieve – identifying your goals;
your approach to investing – understanding your risk profile; and
identifying other issues which may be relevant in the context of providing you with financial services.
What happens after the initial consultation?
setting up new, or transferring existing investments;
assisting you in establishing new loan facilities;
consolidating or rolling over your superannuation accounts;
establishing regular investment or superannuation contributions;
establishing insurance policies.
What is the benefit of choosing a Count Financial Accredited Adviser?
For more than 30 years, Count has provided written financial plans to help Australians reach their goals.
We recommend investments based on their suitability to your specific needs – not the financial concerns of a parent company.
To join the Count network we had to meet strict criteria and undergo comprehensive training. In fact, to remain part of Count we must continue our training on an ongoing basis.
Your Count Adviser can recommend strategies for tax minimisation as well as wealth creation.
Our comprehensive advice saves you the time and hassle of visiting a number of different finance professionals. We can advise you on superannuation, investments, personal insurance, retirement planning, Centrelink strategies, loans, risk insurance and asset finance.
As a Count Adviser, we are backed by Count Financial.
Even though we are part of a larger network, Verve Group is independently-owned and operate and advise clients in our local community.
Our comprehensive advice saves you time and the hassle of visiting a number of different finance professionals.