CoVenture Wealth Management & Aged Care Planning

CoVenture Wealth Management & Aged Care Planning is a financial advice practice based in Wollongong that has been providing financial advice since 1989. The business was originally founded as John Cerniauskas Financial Planning and rebranded in 2014 as CoVenture Wealth Management & Aged Care Planning. Gregor Danton took over ownership of the business in August 2022, having joined the team in early 2022. John Cerniauskas started working as a financial planner in 1989 and is a Justice of the Peace.

Athena Swerlowycz is the office manager, joined the team in 2012, and is a Justice of the Peace. Monica Wau joined the business in 2004 and worked as a financial adviser until 2022. The business specialises in retirement lifestyle planning, investment, and aged care planning. It serves clients across the Illawarra, Southern Highlands, and Sutherland Shire. The main services include financial independence planning, aged care planning, and adaptive strategy reviews.

CoVenture Wealth Management & Aged Care Planning is a financial advice practice in Wollongong, working in wealth management and aged care planning. The firm sits within the financial advisers and planners category, and its office is at 39 Market Street in Wollongong, open from 09:00 to 17:00 on weekdays and closed on weekends.

The one client account describes great customer service, friendly and courteous staff and a very professional manner throughout the engagement, with the emphasis falling on conduct and service rather than on named products or strategies. Praise centres on courteous, friendly staff and a professional approach.