Venture Financial Advisers, located in the heart of Bendigo, Victoria, has been a locally owned and operated business for the past 20 years. With a dedicated team of 13 staff members, Venture Financial Advisers offers a range of specialized wealth creation strategies, including trusts, Self Managed Superannuation Funds, gearing, and tax-effective investments. They take the time to understand each client’s individual financial and lifestyle aspirations, working in partnership with them to create personalized financial plans tailored to their needs.
As a Corporate Authorised representative of Count Financial Limited, Venture Financial Advisers is committed to providing comprehensive financial solutions for their clients. They collaborate with AFS & Associates Chartered Accountants and Endeavor Finance to offer a holistic approach to financial planning, ensuring that clients receive expert advice and support for both personal and business financial goals. Their philosophy revolves around empowering clients to take control of their financial future with the help of experienced professionals.
Owned by Venture Financial Planning Pty Ltd, Venture Financial Advisers operates under the umbrella of Count Financial, a reputable Australian Financial Services Licence Holder. With a strong emphasis on building long-term relationships with clients, Venture Financial Advisers aims to guide individuals and families towards achieving their financial objectives through sound investment strategies and prudent financial management. Their partnership with Count Financial and other trusted firms underscores their commitment to delivering high-quality financial advice and services to the Bendigo community and beyond.