Welcome to The Virtuous Collective

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Superannuation

Can you honestly say that your super is on track to provide for the retirement you want? Do you even know? If you cannot confidently answer this question, we should talk.

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Superannuation

Insurance

How long will your income continue in the event of serious illness or injury stopping you from working or operating your business? Do you have sufficient cash reserves to pay out all your debts if you pass away or become totally disabled? Do you have money put aside for surgery, expensive treatments and ongoing care if you fall very ill? If the answers to these questions scare you, you really should consider life, total & permanent disablement, income protection and trauma insurance. Almost every single Australian will need the cover at some point. We can help you work out how much cover you should have, and which insurer to apply to.

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Retirement Planning

Are you in your 50s or 60s or older and still paying the normal tax rates? Do you have an actual plan in place for your retirement? Do you think the Age Pension will be enough? If you don’t have a plan in place, you could be on track to becoming another statistic. Doesn’t matter how old you are, or how rich you are, we would love to help you make the most out of your retirement.

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retirement ready

Taxation

We are not tax agents, nor accountants, but our strategies are highly tax effective. Find out whether you can make better use of your tax money before it’s too late.

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Taxation

PRIVACY & CONFIDENTIALITY NOTICE AND GENERAL ADVICE DISCLAIMER

This website (which includes any downloadable content) may contain information which is privileged, confidential and exempt from disclosure under applicable law and is intended only for the use of the person or entity entitled to use it. Any unauthorised use, dissemination, distribution, or reproduction of this website is strictly prohibited. We expressly exclude liability for viruses caused by the use of this website. The information on this website is not to be considered personal financial advice. Please do not act upon any document unless it is titled ‘Statement of Advice’. Neither Virtue Planning Pty Ltd t/as The Virtuous Collective, nor any of its directors, shareholders, support staff nor associated entities will be held liable for any action arising from, or influenced by any part of this website.

WE DO NOT OFFER PROPERTY INVESTMENT ADVICE

Virtue Planning Pty Ltd t/as The Virtuous Collective do not offer financial advice around property investment. We are not real estate agents and we do not represent agents, property marketers, developers, builders or any property business in any capacity. All references made to property investment in private or public forums is general information and is not to be taken as personal financial advice. If you feel like you’re being influenced to purchase a property as a result of any information you’ve received from Virtue Planning Pty Ltd t/as The Virtuous Collective or any associated entity, please let us know at your earliest convenience so we can make you aware of the risks associated with your choice of strategy on a strictly no-advice basis. In any event that you decide to invest in property of your own accord, we would be more than happy to provide you with advice following your decision.

Our latest FSG

Download Virtue Planning’s latest FSG by clicking here.