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Live the life you want.

Multi-award winning financial advice to create wealth, happiness and freedom.

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S
Sue M

Knowledgeable, approachable and knows their stuff. I'll be recommending Verse to all my friends.

February
2024
5.0
S
Shravan S

Tim advice and guidance on the home loan process was fantastic.

October
2023
5.0
A
Alejandro P

Amazing experience from start to finish.

September
2023
5.0
D
David S

I've finally found a Financial Adviser that has genuinely got my best interests, and my life goals as their #1 priority.

September
2023
5.0
M
Michelle E

They've gone out of their way to help me understand anything and everything with our finances.

September
2023
5.0
S
Salvatore C

We're in such a better position financially.

August
2023
5.0
C
Chip M

Walked us through every single step. Anticipated problems and planned around them.

June
2023
5.0
A
Ant Y

Great people, professional, smart, value adding, up-to-date and supportive.

February
2023
5.0
J
Julia T

I can put my financial worries to the side. They've given me the reassurance that my financial future is positive.

February
2023
5.0
M
Mihilini F

Went above and beyond.

January
2023
5.0
B
Barbara W

I feel more in control of my financial future now.

November
2022
5.0
K
Kara B

Thanks for all your advice and guidance in setting up a financial plan for our future in which we feel really confident.

November
2022
5.0

Want to be retirement ready?

Living the retirement you want starts with planning for it. Our guidebook offers step-by-step advice to help you navigate your way to a better life in retirement, with less worries.

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Get clarity.

When it comes to the big decisions in life, it can be hard to know which way to go. We’ll get to know you, and develop a strategy based on what you value. You can say goodbye to confusion and indecision.

Create freedom.

We’ve all got a desire to have more choices and less roadblocks. Our experienced team will help you resolve financial worries, build resources, and free up your time and energy for what’s important.  

Accelerate progress. 

Not making the financial progress that reflects your hard work? You’re not alone. The right advice will help you save more, invest better, improve net worth and most importantly, achieve the things that matter to you.

Be in control. 

Many of us feel like our finances are out of control and beyond our capabilities. A smart strategy supported by clarity, structure and accountability will have you feeling like the boss of your finances in no time.

Have confidence. 

Feeling uncertain about the future? It’s hard to know how our decisions and actions will impact our future selves and lifestyle. We join these dots and turn uncertainty into certainty.

Get your Financial Wellbeing Score.

It's a measure of how you currently feel about your financial life, by assessing your level of control, confidence, and clarity across a range of important areas.

Take the Quiz

Awarded & recognised.

Choosing an adviser is a big choice, so you need to get it right.

We’ve built a reputation based on exceptional people, innovation, and above all, helping clients get results. 

Recent awards include:

  • 2023 Financial Adviser of the Year (WIF)
  • 2023 Female Excellence Award (FAAA)
  • 2022 Goals Based Adviser of the Year (IFA)
  • 2022 Young Adviser of the Year (IFA)
  • 2021 Individual Excellence Award (IFA)
  • 2021 Client Outcome of the Year (IFA)
  • 2020 Advice Innovation Award (FPA)
  • 2020 Client Servicing Adviser of the Year (IFA)

As featured in

The Australian
Herald Sun
AFR
7 News
Money
Yahoo Finance
ABC