Planning your plan.
Our first meeting is about you, your life, your dreams, and your numbers.
We’ll find out:
Now we need to figure out how to help you get there.
The next time we catch up, we’ll throw around some broad strategy ideas that could work for you. Think of it as the Pinterest board for your money, nothing final, but plenty of inspiration.
If you’re keen to go ahead, we’ll agree on a plan preparation fee (depends on how complex things get) and start building your personalised financial plan.
This is when we present your tailored Statement of Advice, which is your personalised money game plan. Here we reveal:
All explained in plain English (no financial gobbledygook), with handy guides to help you understand how it all works.
When you’re happy and give us the go-ahead, we get to work, doing stuff like:
A couple of months later, we’ll give you a call to make sure everything’s ticking along nicely and answer any “wait… what about…” questions.
Life continually changes, and so will your plan. If you’d like ongoing support, we’ll review your progress regularly, tweak things when needed, and keep you heading in the right direction.
The cost for this depends on how much you want us by your side (from occasional coach to full-on money wingman).
In short, we listen, make a plan that fits your life, explain it clearly, and help you stick with it.
No jargon. No judgement. Just realistic money advice that will make sense.
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.
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Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.