Financial Planning

We offer expert financial planning advice to help you manage your financial affairs and meet your life goals. If you need assistance in consolidating your super, setting up investment portfolios or you’d just like a peace of mind that your financial future is secure, feel free to get in touch with us today.

Book Now

Free Consultation Booking


Financial Planning Advice

We cater to all your financial planning needs and we can assist you with:

  • Budgeting and Managing your money
  • Saving
  • Investment strategies
  • Cash Flow and Liability Management
  • Tax Planning
  • Estate Planning
  • Plus more…

Putting together a financial plan will help you prepare for the future. Our Financial Advisers will sit with you and discuss your financial situation. Using the information gathered we will develop a strategy tailored to your personal needs and help you to grow your wealth. We will ensure that the plan is clear and easy to understand.

Book Now

View our video

What services are you interested in?

Venture Egg Financial Advisers

The team at Venture Egg are qualified and experienced Financial Advisers. We specialise in a variety of financial services and tailor our plans and advice to best meet the needs of our clients.

Our team of experienced advisers provide tailored and personal services to each individual client. We take the time to research your situation completely and bring about the most effective opportunities ensuring you get the successful outcome you deserve. We’re proud that so many of our clients have repeatedly turned to us for advice and guidance.

About Us

Client Testimonials

 These boys know how life changes can impact your finances. They did the hard yards with research and helped me invest wisely. They looked after they set up of my SMSF and guided me through the whole process. Anyone who knows me would say I’m a very busy man and Venture Egg made the whole process simple for me, no time wasting and no stress.

Mark ‘Robbo’ Robinson – Chief Football Writer
Herald Sun

I went to see the boys at Venture Egg to look at my superannuation and personal insurances. They helped me consolidate, reinvest and get on top of all my superannuation. They also reviewed my personal insurances and made sure that I would be covered, and my family would be looked after if anything was to happen to me. The Venture Egg team helped me set up a SMSF and purchase a factory for my business, they did the research on the property, so I knew I was making a smart investment. I have now also given them the task of looking after my company’s book keeping and they’ve helped me get everything on track, reducing my business costs, looking after the payroll and I couldn’t be happier!! They’ve taken the stress away and I can now spend more of my time developing and growing my business. They really do an A Plus job!!

Peter Cooper – Owner of A Plus Labour Hire

I had no financial plan. Venture Egg helped me set up a budget to save more and helped me do property research. I have been able to buy my first home that now has an extra $250K of equity in it. My personal insurance will cover all my costs if anything happens to me and I know that I can start looking into purchasing an investment property now. These guys helped me so much and I wouldn’t have got to where I am without their help and hard work. Thanks again boys!!

Fatih Tumer – Painter

I have had many encounters with Financial Planners in my quest to review my Superannuation and Risk Insurance, though from my very first meeting with Mahmoud I immediately came to the realisation that this gentleman’s knowledge of Financial Planning as a whole are beyond reproach. Throughout the entire process Mahmoud was the consummate professional and was transparent and helpful. I have absolutely no issue in recommending Mahmoud to any and every one and have already done so and he is now assisting a couple family and friends of mine. As far as I am concerned actions speaks louder than words and whilst I could continue to discuss his professionalism and ability, there is no bigger compliment than the fact that Mahmoud will most certainly handle any current and future dealings regarding Financial Planning for myself, family and friends.

Patricia D’Angelo – Store Manager

It is not often you have the chance to talk through things with a professional that is listening and assessing what you want and how you can plan for the future. I really appreciated the time I received.

Elias Assaad – Sales Representative

The Venture Egg staff were excellent, they took the time to understand my needs and then provided me with several options that ensured all my needs were met. The ongoing communication and quality of service is at a level rarely seen or experienced. I felt really comfortable with the process from start to end. My past experiences with advisors were difficult, hard to understand and I felt overwhelmed. They took the time to explain in detail and made sure I understood and felt comfortable before he proceeded with the work. All in all, it was an excellent experience. I definitely recommend Venture Egg Financials to anyone who needs their finances sorted. Many thanks

Ercan Bayraktar – Truck Driver

Christian has been fantastic to work with. Being in my mid 20s I’ve found it difficult to enter the housing market with the recent property boom in Victoria. Christian has ensured that I am well on track with a solid budget and savings plan. He has also kept me up to date with all of the government schemes available to first home buyers. Christian has been reliable and has my goals at the forefront if his mind. Thanks mate!

James Logan – Storeman