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Curve Wealth

A fulfilled and happy life is what we work for, yet for many people, daily life simply gets in the way. No matter what journey you’re on, we truly believe in aligning your short term financial decisions with your long-term lifestyle goals. Creating long-term wealth starts with defining your utopia, this allows us to get right to the heart of what is most important to you. Only then can we align your goals to create a clear financial road map and give you the steps to make it happen.

Having a financial plan provides you with unrivalled peace of mind and will change the way you make decisions moving forward. When faced with big decisions that carry a financial implication, you have the clarity, direction and confidence in your plan to support you through it.

We are proud to offer our clients transparent, unbiased, independent financial advice. This genuine and personalised approach facilitates the best results time and time again.

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Let’s Focus On The Goals That
Matter To You

Create An Education
Savings Plan

Transition Towards
Retirement

Eliminate
Debt

Streamline My
Finances

Pursue A
Passion

Build Up
Savings

Create An Education
Savings Plan

Transition Towards
Retirement

Eliminate
Debt

Streamline My
Finances

Pursue A
Passion

Build Up
Savings

“

We have been so impressed with Sean and his team at Curve. Over the last 12 months they have developed and implemented a comprehensive financial plan for us. They carefully listened to our circumstances and financial goals, tailored a comprehensive and easy to understand plan for our needs, and then ensured that its implementation was seamless. This process has provided us with enormous confidence that we will be able to attain all of our financial goals and that we will have a financially stress-free future.

”

—
PETER AND JODIE

“

We have been using Berivan from Curve Financial Planning for 10 plus years now. We have found her knowledge and expertise exceptional. She has always been able to listen to our needs at various stages of our working lives and now heading into retirement and then constructed personalised financial plans that we could understand, felt comfortable with and achieved our financial goals. Berivan has always made herself available to answer any questions we have and keeps us updated of any changes
that need to be made.

”

—
DAVID AND LEANNE

“

Berivan has been our financial adviser for a number of years. Her advice and guidance has been invaluable as we have transitioned into retirement. She takes time to assess our needs and priorities and has helped set up a long term plan to help us remain comfortable in our later years. She has always been readily accessible and willing to give any help as needed at short notice. Berivan maintains a great balance of highly skilled professionalism with warmth and empathy that makes her a pleasure to deal with.

”

—
STUART AND ROBIN

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Copyright 2021 Curve Wealth | All Rights Reserved | Disclaimer, Privacy Policy & Complaints
Curve Wealth ABN 16 168 962 867

General Advice Warning: All strategies provided on this website are general advice only which does not take into consideration any of your personal circumstances.

Please arrange an appointment to seek personal financial taxation advice prior to acting on this information.

Andrew Vogt, Berivan Dubier and Sean Dwyer are Directors and financial advisers of
Curve Wealth Pty Ltd ABN 71 626 557 408 ATF Curve Wealth Trust AFSL 533468

Curve acknowledges the Australian Aboriginal and Torres Strait Islander peoples as the first inhabitants of the nation and the traditional custodians of the lands where we live, learn and work.

Liability limited by a scheme approved under Professional Standards Legislation