At CoVenture Wealth Management & Aged Care Planning we believe that getting the right advice will provide you with the financial strategies and tools to ensure that you are able to achieve your desired financial goals and lifestyle, providing you with peace of mind.
At CoVenture Wealth Management & Aged Care Planning, we’ve been providing expert financial advice across the Illawarra, Southern Highlands, and Sutherland Shire since 1989. With over three decades of experience, we’ve built a strong reputation for delivering tailored financial strategies that help clients achieve their lifestyle and financial goals with confidence.
Originally founded as John Cerniauskas Financial Planning and rebranded in 2014 as CoVenture Wealth Management & Aged Care Planning, our business has evolved into a trusted name in Retirement, Investment, and Aged Care Planning advice. Throughout this time, our team has developed deep knowledge and expertise, which allows us to offer informed, strategic guidance to clients at every stage of their financial journey.
What sets us apart is our passion for helping others. We genuinely care about our clients’ futures and work tirelessly to ensure that they have the right financial plans in place. Our approach is built on a foundation of understanding, trust, and collaboration. We take the time to listen, get to know your goals, and craft personalized solutions designed to meet your unique needs.
In 2022, Gregor joined the team and quickly became an integral part of the business. By August of the same year, Gregor took over ownership, bringing fresh ideas, enthusiasm, and a continued commitment to our clients’ financial well-being. Today, we remain focused on providing high-quality advice, offering peace of mind, and making financial planning simple, accessible, and effective for every client we serve. Our goal is not just to help you plan for the future, but to make that future a reality with confidence and ease.
Gregor has been working in Financial Services since arriving in Australia in 2006, with a strong focus on helping clients set and achieve their financial goals. He excels at simplifying complex financial concepts, ensuring that his clients fully understand their strategies and feel confident in their financial decisions. Gregor joined CoVenture Wealth Management & Aged Care Planning in early 2022, bringing his expertise and passion for helping others. In August 2022, he took over the ownership of the business, continuing its legacy of delivering high-quality financial and aged care advice to clients across the Illawarra, Southern Highlands, and Sutherland Shire. Outside of work, Gregor enjoys spending quality time with his wife, Lauren, and their two young sons, Hugh and Alfie. He is also an avid traveler, enjoys walking, camping, and, when time permits, playing an occasional round of golf.
John began his career with the Department of Social Security, where he spent 22 years, including 12 years as a Regional Manager, before transitioning into financial advising. He started working as a financial planner in 1989 and has since built a strong background in investment planning, retirement, and aged care planning. John is widely regarded as one of the leading Retirement Planners in the Illawarra and is also a Justice of the Peace. As John gradually transitions into retirement, he is confident that CoVenture Wealth Management & Aged Care Planning is in safe hands with Gregor and the team, ensuring that clients continue to receive the high-quality service and expertise they have come to trust.
Athena is the office manager at CoVenture Wealth Management & Aged Care Planning, bringing over 23 years of experience from her time at the Commonwealth Bank of Australia. Joining the team in 2012, Athena has become known for her exceptional customer service, always providing a friendly and approachable presence to both clients and colleagues. Her strong organizational skills ensure that the office runs smoothly, and she’s dedicated to making sure clients receive the best possible experience. Athena's commitment to helping others extends beyond her professional role, as she is also a Justice of the Peace, further reflecting her desire to serve the community. With her welcoming nature and attention to detail, Athena is an invaluable part of the team, ensuring that every client feels supported and well taken care of.
Monica has over 25 years of experience in the financial services industry, including roles at Barclays Wealth in London and the Australian Taxation Office. She joined CoVenture Wealth Management & Aged Care Planning in 2004, where she worked as a financial adviser until 2022. After many years of providing personalised financial advice, Monica decided to take on a more behind-the-scenes role, focusing on delivering high-quality, compliant documentation to support the business’s operations. Her extensive expertise and attention to detail ensure that all client documents meet the highest standards of compliance and service. Monica remains an integral part of the team, helping to ensure the smooth and efficient delivery of services to clients.
Athena
