The principals of La Verne Capital have been providing financial planning services for over 20 years. We are privately owned, free of any conflicts that may arise from institutional ownership.
We assist our clients with their financial planning needs through the provision of expert advice on:
- Retirement Planning
- Superannuation and Wealth Accumulation
- Self Managed Superannuation
- Investment Advice (including direct shares and managed funds)
- Entitlements to Centrelink Benefits
- Estate Planning
- Personal Insurance