How We Can Help
CoVenture Wealth Management specialises in providing wealth creation, income and asset protection, retirement planning and Aged Care Planning advice.
Aged Care Planning
At CoVenture Wealth Management we can assist with the financial impact of moving into Aged Care by:
- Providing advice on minimising aged care costs and maximising Centrelink / Department of Veteran’s Affairs (DVA) entitlements.
- Assessing the financial impact of funding your accommodation costs.
- Consider ways to structure assets to provide income to meet ongoing costs.
Estate Planning
At CoVenture Wealth Management we believe that having your estate in order is an integral part of your financial wellbeing. We can help you develop an estate planning strategy in conjunction with your solicitor.
Social Security / Centrelink
At CoVenture Wealth Management we have over 20 years of Centrelink experience. We are able to help you with all Centrelink and Department of Veteran’s Affairs (DVA) issues, ensuring you get the most from your retirement savings.
Retirement & Redundancy Planning
We can help you achieve a secure and comfortable retirement by providing practical advice on:
- Pre and Post Retirement Planning
- Social Security/Centrelink Planning
- Retirement and Redundancy Advice
Wealth Management
At CoVenture Wealth Management our objective is to build, protect, and manage your wealth through a range of services available to you. This includes, but is not limited to:
- Investment Strategy
- Portfolio Management
- Direct Share Investments
- Wealth Creation
- Wealth Accumulation
- Gearing.
Income & Asset Protection
At CoVenture Wealth Management we can work with you to ensure that you and your family are adequately insured. We are able to discuss the following insurances:
- Life
- Total and Permanent Disability (TPD)
- Trauma
- Income Protection
- Business
Superannuation
At CoVenture Wealth Management we can develop tax-effective superannuation strategies that maximise the benefits of your superannuation. We are able to discuss:
- Wealth Accumulation Strategies
- Contribution Strategies, including; transition to retirement; spouse contributions; salary sacrifice; and after-tax (non-concessional) contributions.
- Self-Managed Superannuation Funds (SMSF)
- Life Insurance Options
- Centrelink Implications