Piece of mind.
30+ years helping Australians reach their goals with clear, written plans.
Some days, months, even years can be predictable, and then suddenly out of the blue unexpected things bump us off course. One way to help lessen the impact of those detours and potholes is to know financially things are sorted.
…(or too early) to get a handle on your finances.
Whether you’re smashing avo or smashing your mortgage, a good financial plan makes life just that bit breezier, and that’s where we come in.
Listed here are several of the services we provide to help grow your wealth and ensure you are tickety-boo when it comes to your financial security.
Not sure where you stand financially? Let’s find out, and it only takes a minute.
Our Personal Financial Risk Survey is quick, easy, and nowhere near as scary as it may sound.
It gives you a snapshot of your personal, financial and lifestyle risks. Once you’re done, you’ll get a scorecard showing what’s urgent, what can wait, and what you can tick off as “already sorted.”
It’s the perfect first step to getting your financial world in order.
*Privacy & Data Use Disclosure
Thank you for taking the time to complete our survey. The information you provide will help us understand your financial needs and allow us to tailor our advice and services specifically for you. The personal data you provide, including your contact details and responses to the survey questions, will be used solely for the purpose of:
• Providing you with personalized financial advice and recommendations.
• Contacting you regarding relevant financial products, services, or updates.
• Improving our services and client experience.
Your information will be handled securely and confidentially and will not be shared with any third parties without your consent. By completing this survey, you consent to the collection and use of your data for these purposes.
If you have any questions about how your data will be used, please contact us at 08 8120 4877 or contact@vervegroup.com.au
Verve Group is proud to be part of the Count network. As Count Advisers, our goal is simple: to guide you through any financial confusion by providing a clear plan that will give you control of your financial future. We provide tax-effective financial and investment advice, backed by ongoing support that evolves with you. As a member of Count we only recommend financial solutions based on in-depth research. We don’t just offer any financial product; we take the time to analyse your options and recommend solutions that suit your needs.
HAS Business Solutions trading as Verve Group is an authorised representative of Count Financial Limited. ABN 50 128 787 646. Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The information on this web page is not advice and is intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.
Information on this website is based on current regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this information, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on information within.The advice provided here is general in nature only as, in preparing it we did not take account of 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 consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
Verve Group respects your privacy. If you do not wish to receive any further mail from us, please feel free to contact us on (08) 8120 4877. For more information about Verve Group’s privacy policy, please refer to our office.
Incidents, Complaints, and Consequence Management: To see the Complaints Handling Policy, please click here.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
30+ years helping Australians reach their goals with clear, written plans.
Our recommendations are about you and your needs, not the interests of a parent company.
To join the Count network we had to meet strict standards and complete extensive training. As a requirement of the network, we must also continue training on an ongoing basis.
We’ll look at smart strategies to reduce your tax and grow your wealth, so more of what you earn stays with you.
From super and investments to personal insurance, retirement planning, Centrelink strategies, loans and asset finance, we cover it all.
We’ve got the backing and strength of Count Financial behind us.
Even though we’re part of a larger network, Verve Group is proudly independent and part of the local community.
Being part of Count means we can better negotiate the best products for you.