Craig Holly

Verve Group

Platinum
10 Yrs Experience
Glenelg North, SA 5045
Financial Planner at Verve Group - Glenelg, Adelaide I started in Financial Planning in 2007 with the goal of helping people understand, and be confident in their financial situations.  I love helping people make informed financial decisions, and providing them with clarity around their financial future. Every client’s situation is different, and I enjoy getting to know their personal situations, to then provide a tailored plan to meet their individual goals and dreams. Having worked with various companies/licensees along the way, this has given me a very broad range of knowledge and experience to be able to help people in many ways today.  I started at Verve Group in 2018, after hearing about the firm and how well they combine tax and financial planning under the one roof. This is of great benefit to every client at Verve, as they undergo a seamless experience whether it’s tax, business, super or investments!

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

All fees are fully disclosed upfront, and agreed upon before proceeding with any Personal Advice. This way my clients know exactly what they will be paying at all times.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 17
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Verve Group

Level 1, 609 Anzac Highway
Glenelg North, SA 5045

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232

4.85
17 Reviews
5
4
3
2
1
4.80
Clear communication
4.65
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"Craig has been extremely helpful with great advice and assistance as we plan towards retirement."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has provided great advice for our retirement plans. Strategies were explained in a manner that we could easily understand. We felt comfortable with Craig straight away and have already recommended him to family and friends."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I am very confident of Craig’s understanding of our financial affairs and appreciate the clarity of his advice. We will continue to seek Craig’s financial advice in the foreseeable future."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig assisted us in decisions regarding superannuation. His advice was sound & very good. We both trust Craig, which is extremely important and he has always been available when we have required him."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has given us advice on debt, super, insurances. I find Craig very helpful, he always replies to questions promptly."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Craig has been our financial adviser for a number of years, mainly in the areas of aged pension, superannuation & negotiations with Centrelink on our behalf. We feel very confident that with Craig’s knowledge and experience, the advice he has given us is right for our needs. We appreciate the fact that he always takes the time to explain issues in terms that we understand. Craig always readily responds to any requests or needs we may have. I would recommend him, without hesitation, to anyone looking for a financial advisor."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Craig is an excellent asset to your company. Craig has always encouraged us to ring if we are confused about any info we get and do not understand it. we enjoy coming in for our reviews as everything is explained fully. Craig has a very happy temperment and he is never pushy and takes his time explaining everything. Craig has had to deal with centrelink for us a few times and has always ironed out their mistakes."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Craig is always ready to answer any questions regarding my finances. I am usually able to grasp where Craig is going in these areas, therefore I would highly reccomend him to anybody requiring finacial advice."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Craig has been my financial adviser since before he joined Verve. He gave me advice on dealing with my late wife's estate, which had been a difficult affair as she died without leaving a will. He explained the problems clearly and concisely, and helped to enable the whole process to finally be resolved in a satisfactory manner. Since then, he has continued to advise me regarding investment, tax and eventual retirement, and I am confident that I can rely on his judgement and advice."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has given me advice in self managed super funds and investments. Craig has always able to explain things to me in a clear way. Through Craig's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Craig's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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