New Venture Wealth

New Venture Wealth was founded in 2020 and is located in Melbourne, Australia. Paul Altis and John Sette are Co-Founders and Directors. The team includes Chartered Accountants, Self Managed Super Fund experts, and Customer success managers. New Venture Wealth offers services across all major regions of Australia, including Melbourne, Brisbane, Adelaide, Canberra, Hobart, Perth, and Sydney. It provides SMSF accounting, crypto, equities, gold, and property services. No lock-in contracts are offered. New Venture Wealth is not a financial advisor.

Melbourne customers of New Venture Wealth consistently highlight self-managed super fund work, spanning initial establishment, ongoing administration and tax lodgement. Paul Altis features prominently, with reviewers noting that he takes enquiries himself, breaks the process down into manageable steps and stays contactable well after a fund is operating. Several clients mention approaching alternative providers beforehand and deciding on the strength of the director's knowledge and professional manner during that first discussion.

A detail many reviews return to is how quickly questions and concerns are dealt with, including one instance where a bank had caused complications and the team communicated with it directly on the client's behalf. Reviewers describe the set-up as less daunting than anticipated, helped by written tutorials and clear instructions, and note ancillary work such as establishing a bare trust. Prompt replies, practical guidance when something appears amiss, and a readiness to resolve problems recur across accounts. Long-standing clients with funds running for years report the same accessibility and expertise, describing the relationship as trusted and the ongoing management of their fund as uncomplicated.