Who Are Our Financial Planners?
Zest Business Services is proud to announce its association with Verdure Financial Planning Solutions. Verdure are a specialist financial planning practice that works with individuals and business’ alike to help them achieve their financial goals. Focus is placed on the unique needs of each client. A detailed plan is developed for each client and progress of implementation is monitored throughout. Goals are tracked and milestones on the plan are celebrated. We constantly review our clients’ options and contact clients when we can assist with their goals and objectives.
Verdure Financial Planning Solutions has offices located in Melbourne and Sydney and welcomes the opportunity to work with clients from across Australia. We provide a complete range of holistic services including offering a referral to those that are specifically associated with Financial Planning such as Accounting and Legal Advice.
Verdure Financial Planning Solutions are authorised representatives of and offer our services on behalf of Synchron AFSL 243313.
What Services Do Verdure Financial Planning Solutions Offer?
Verdure Financial Planning Solutions is proud to offer you the following customised services:
Have you kept track of your Super? Have you held more than one job, changed name or done casual or part-time work? Then you may be one of many Australians who have lost super. It is estimated that Australians have about $14 billion in lost super. At Verdure Financial Planning Solutions, we can help find your lost Super, consolidate this into one account and invest your Super appropriately to ensure it meets your retirement needs.
Most Australians need an average of $30-60,000 per annum in funds to cover their daily living needs. Once you are retired, it is unlikely this figure will change however; you will no longer be working full time. It is important you consider an appropriate strategy to ensure you reach your retirement savings goals before you reach the appropriate age. Ask for an appointment with one of our Financial Planners to see how we can help.
Who Are Verdure Financial Planning Solutions?
Katriel Warlow-Shill and SMSF Insurance Specialists Pty Ltd ATF SMSF Insurance Specialists Trust t/as Verdure Financial Planning Solutions are Authorised Representative No 279576 and Authorised Representative No. 429296 (respectively) acting under authority from Synchron (Australian Financial Services Licence 243313).
Katriel has in excess of 20 years of accounting and finance experience. He has a Bachelor of Commerce Degree and an Honours Degree in Accounting. He is a Certified Practicing Accountant (CPA) and a Qualified Financial Planner.
As well as providing advice on investment strategies Katriel has helped clients set realistic financial goals and provided wide ranging advice on Retirement planning, Investments, Tax-effective investments, Managing debt, Budgeting, Business planning, Gearing (borrowing to invest), Insurance, Superannuation, Self-Managed Super Funds, Estate planning and Centrelink entitlements. In the last two years he has advanced in Specialist knowledge in Self-Managed Superannuation Funds establishment and management, and risk insurance for business including key person, buy/sell strategies and business expenses. He is able to provide comprehensive advice due to his tax and accounting background.
How Can I Contact Verdure for More Information?
Verdure Financial Planning Solutions
Business Address: Suite G8, 181 St Kilda Road, Melbourne, Vic 3182
Postal Address: PO Box 140, Balaclava, Vic 3183
Fax No: 02 8004 8141
Mobile: 0434 569 071