Wealth Creation

There are opportunities around every corner.

No matter your stage of life Verve Group can give you the information and tools to you need to take control of your financial future and manage the future of your wealth.

 

Verve Group Financial Advisers will work with you to determine the appropriate strategies for your situation to help uncover more opportunities. Your life is about experiences and having the financial ability to experience them.

 

After all, we only get one shot at it, so let's make the most of it! 

 

We will develop an understanding of what is important to you and then consider all the options available for achieving your financial goals. 

 

We can provide expert advice on the following: 

 

  • Establish an investment portfolio: want to know more about investing?

 

  • Shares / Managed funds: I earn so much money but where does my money go? Take control and save for the future or build your retirement savings. 

 

  • Superannuation: for those of all ages and life stages who want to make the most of their retirement savings in a tax effective way. 

 

  • Gearing: for those wanting to build their wealth or prepare for retirement by expanding their investment portfolio with limited funds.

 

  • Transition to retirement: for those approaching or entering retirement who want to reduce work hours, maintain their income and ensure they make the most of their hard-earned savings. 

 

  • Self-managed super funds (SMSFs): for those looking for a greater degree of control and flexibility than a public offer super fund.

 

  • Leasing and lending: for those looking for assistance with loans and asset finance. 

 

  • Wealth protection insurance: the key to having a long-term wealth creation plan is making sure you and your loved ones are protected in the case of an unforeseen event such as illness or injury.

 

At Verve Group we believe we can help find the solutions to meet your goals. We make the complex seem simple, we make it easy to understand your options and you will feel at ease by having someone on your side that understands what you are trying to achieve when creating wealth.

If you would like to discuss wealth creation strategies, talk to a Financial Planner at Verve Group today and take control of your financial future. Book below, call (08) 8120 4877 or email contact@vervegroup.com.au to book a complimentary initial consultation.

 

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 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, 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.
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