37 Reviews

Craig Holly

Verve Group

Platinum

12 Yrs Experience

Glenelg North, SA 5045

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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!

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

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.

4.75 June 2024

Craig is excellent to work with, he provides great advice, always listens and gives you full attention, follows up on areas we haven't done in a good way. Overall a very good operator.

5.00 June 2024

Helpful guy who appears to know his job and is very informative.

5.00 March 2024

We found Craig very easy to talk to and discuss our short and long term retirement plans. He gave us several options and explained them in great detail with easy to understand terminology. He was recommended by good friends of ours and we are thankful that they did as our previous financial planner had no real idea.

5.00 September 2023

Craig has always been approachable and easy to discuss issues with. His down to earth approach makes meetings comfortable and instills confidence in his advice.

4.75 June 2023

The experience with Craig has given my husband and I a sense of relief, like an insurance plan, knowing that we will be set up for retirement without worry. The things he has assisted us to do would never had transpired without his help. We appreciate that he is friendly, approachable and non-judgemental.