CoVenture Wealth Management

CoVenture Wealth Management is committed to providing you with superior service in the following areas: Retirement 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 Accumulation & Investment Planning 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 through negative and positive gearing strategies. Estate Planning We believe that holding a current will and 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. Risk Protection / Insurance We can work with you to ensure that you and your family are adequately insured. Don't leave your financial future to chance. We are able to discuss: Life & Trauma Insurance Life & Income Protection Life & Personal & Business Insurance Superannuation Planning We can develop a tax-effective superannuation strategy that maximizes the benefits of your superannuation, helping you get the most you can. 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. Life Insurance Options Social Security Implications

Address: Unit 3, Auburn Plaza , 36-42 Auburn Street, Wollongong NSW 2500 Australia PO Box 1726, Wollongong NSW 2500

Phone: +61 2 4225 9393
FAX: +61 2 4227 2199