Services

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PERSONAL STRATEGIC FINANCIAL ADVICE

  • Self Managed Super (SMSF) advice
  • Cash-flow management & modelling
  • Business entity and multi-entity advice
  • Debt management
  • Retirement Planning
  • Risk Protection advice-personal and business
  • Business Risk and succession planning advice
  • Estate Planning

WEALTH MANAGEMENT

  • Investment Strategy advice across various asset classes
  • Portfolio consulting and management
  • Consolidated platform administration & reporting
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PERSONAL WEALTH PROTECTION

  • Income Protection insurance
  • Trauma/Crisis insurance recommendations
  • Life Insurance analysis and recommendations
  • Total & Permanent Disability insurance

BUSINESS PROTECTION

  • Buy/Sell business arrangements
  • Business Succession Planning
  • Key Person insurance
  • Business sale or acquisition advice
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When we prepare a personal strategic financial plan we understand that each client is unique and we will tailor a dynamic strategy right for them that will take into account your personal circumstances and issues. We also provide an ongoing management service and education for the bulk of our clients that is flexible and will change over time due to regulatory, taxation changes, economic changes that may affect your long-term strategy.

Consultation- Initial

We provide a complimentary 1 hour initial consultation at no cost or obligation as we at Venture Advisory Consulting are confident that we can add value and expertise.

1. STRATEGIC ADVICE Document preparation & implementation Service:

Our strategic advice document covers initial research, extensive modelling of scenarios and implementation and is price determined by the entities involved and complexity. A full insurance & estate planning analysis is included- The table below lists the fees associated with our various services (GST Incl);


SERVICE LEVEL

ADVICE ONLY SERVICE

COMPREHENSIVE STRATEGIC Plan-NO STRUCTURING -SMSF ADVICE/PERSONAL/TRUST or COMPANY

ADVICE & STRUCTURING SERVICE

COMPREHENSIVE STRATEGIC Plan- Includes STRUCTURING establishment of ENTITIES -SMSF ADVICE/PERSONAL/TRUST or COMPANY
1-2 ENTITIES$3,300.00 Minimum Fee - PERSONAL$3,850 Minimum Fee BUSINESS/COMMERCIAL -$5,950.00 Minimum Fee - PERSONALBUSINESS/COMMERCIAL - $7,700 Minimum Fee
3 Entities +$4,400 Minimum$4,950 Minimum Fee BUSINESS/COMMERCIAL -$6,600.00 Minimum Fee - PERSONALBUSINESS/COMMERCIAL - $9,900 Minimum Fee

NOTE: Existing entities are not included in the service level rating; Eg: If a client has an existing SMSF Structure and requires a new TRUST & Company with advice, that will be 2 ENTITIES.

2. STRUCTURING ONLY- Fee For Service (FFS), No Advice Required:

Our strategic advice document covers initial research, extensive modelling of scenarios and implementation and is price determined by the entities involved and complexity. A full insurance & estate planning analysis is included- The table below lists the fees associated with our various services (GST Incl);


SERVICE LEVEL

ADVICE ONLY SERVICE

COMPREHENSIVE STRATEGIC Plan-NO STRUCTURING -SMSF ADVICE/PERSONAL/TRUST or COMPANY
1-2 ENTITIES (Eg; SMSF Deed with Trustee Company OR a TRUST with Trustee Co.)$1.320 Minimum Fee – PERSONAL Clients$1,650 Minimum Fee BUSINESS/COMMERCIAL Clients
3 ENTITIES+ (Eg; SMSF Deed with Trustee Company and Bare Trustee Company with a Bare Trust Deed$2,200 Minimum Fee – PERSONAL Clients$3,300 Minimum Fee BUSINESS/COMMERCIAL Clients

3. ONGOING ADVICE SERVICE:

When you choose Venture Advisory Group we recommend as an advice service client that you join our Portfolio Management and Review Service. The cost of this service is based on the number of entities being managed & the amount of funds under management you wish to have managed by us. PERSONAL CLIENTS – Minimum Fee $220/month (tax deductible), capped at $500/month maximum BUSINESS/COMMERCIAL CLIENTS - Minimum Fee $330/month (tax deductible), capped at $1,000/month

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