About Veschetti Crompton
James Crompton started the business in 1989 and was later joined by Martha Laffin. As the only local specialist financial planning firm in Atherton, our coaching style is designed to increase your probability of financial success, whatever that looks like for you.
The comprehensive and personalised services we offer include strategic planning, ongoing coaching, superannuation review, portfolio design and management, life insurance, income protection insurance, self managed super advice and management, estate planning and business succession planning.
On 8 March 2018, James and Martha celebrated a milestone working together for 25 years. We'd like to congratulate them on this incredible achievement. Happy Silver Anniversary!”
To see how you might benefit from the services of a professional financial planner, take our no obligation 5 minute financial health check.
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7 technology disruptions happening now: Autumn 2019
Australia looks to be in the later stages of the business cycle, and is not alone here among its developed economy peers. In an environment of potentially slowing growth, we propose that a way forward is to invest in companies which are “share-takers” – companies that can gain market share from technology-enabled advances in their business model, and in changes in consumer behaviour.
Bullet-proofing your equity income portfolio
It’s obvious, if you’re a retiree you need income. With cash and fixed interest offering low yields, equities are a good place to look for income. On the surface, it may seem easy creating an income portfolio from shares – just select stocks from a list of high dividend yielders. However, setting up an income portfolio is harder than you think.
3 ways a financial adviser can help you plan for retirement
When it comes to creating the retirement lifestyle you dream of, a little support goes a long way.