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Virtue Planning Pty Ltd
28 Charlton Street, Southport, Queensland, Australia
About Virtue Planning Pty Ltd
Welcome to Virtue Planning Pty Ltd, located at 28 Charlton Street in Southport, Australia. As an establishment in the finance industry, we are dedicated to guiding you on your wealth journey and helping you achieve your financial goals.
Our team of experienced advisors will meet you where you are and take you where you want to go. Whether you need advice on investments, superannuation, debt reduction, or insurance, we are here to provide personalized solutions tailored to your needs.
At Virtue Planning, we go above and beyond to turbocharge your financial plan. Our expertise extends to self-managed super funds (SMSFs), leveraged investments, business structures, tax-effective strategies, and more. We are committed to funding your desired lifestyle while growing and preserving your assets. In fact, we even strive to help you reduce your tax liability to $0.
Just like the perfect Reuben sandwich impresses your friends at lunchtime, our financial strategies are carefully crafted using the best ingredients. We source 85% of our recommendations from top-tier fund managers and exchange traded funds, resulting in delicious levels of historical growth. The remaining 15% is allocated to tasty defensive assets that go beyond the traditional "cash and bonds" approach. You can trust us to serve up the best options on a silver platter.
Unlike other financial planning institutions, we don't waste time attending award ceremonies because we are too busy winning for our clients. We believe in letting the results speak for themselves. Our success rate is 100% on insurance policy claims we recommended, resulting in millions of dollars going to hardworking Australians in times of need.
As a self-licensed institution, we are free from the influence of large corporations and institutions. This allows us to select the best products and solutions for our valued clients. Our dynamic management style ensures that our financial strategies deliver delicious levels of historical performance. Don't just take our word for it β compare our offerings and see the difference for yourself.
With over 1,200 happy clients across Australia, we pride ourselves on our exceptional customer satisfaction. No one has ever had an unresolved formal complaint with us, highlighting our commitment to providing outstanding service.
In light of recent changes, we are excited to introduce the Major Changes to The VCo Defensive 50, also known as "The Tuna Salad Wrap." We understand the volatility of global share markets and have added BBOZ to our defensive strategy to protect your investments.
When it comes to superannuation, we believe in a long-term strategy. Reacting to short-term performance is a fool's game. Although there is no universally agreed definition of "long-term," we are here to provide guidance and support throughout your superannuation journey.
If you'd like to learn more about our services or visit our headquarters, you can find us at 28 Charlton Street in Southport. For any correspondence, please use our postal address at PO Box 660 in Surfers Paradise.
The Virtuous Collective is proud to be a Corporate Authorised Representative of The Virtuous Licensee Pty Ltd, a privately owned holder of the Australian Financial Services Licence No. 526892. Trust us to guide you on your financial path to success.
28 Charlton St, Southport QLD 4215, Australia
Opening hours of Virtue Planning Pty Ltd
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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