Latest

We’re committed to providing the Verse community with regular content so that you can take control of your financial future. Whether it’s the latest news, articles, tweets, videos or podcasts we always try kept things simple, practical and free of financial jargon. 

We’re also a social crew, so if you’re keen we’d love to see you on Facebook, Twitter or Instagram.

Why assumptions are killing your financial progress
Article

One of the biggest roadblocks to your success is assumptions. Here’s why you make them and what you can do about it.

TED
Article

If you’re a keen TED watcher, you know that TED talks are an amazing way to expand your knowledge, thinking and challenge your beliefs.

Fight Night #2
Article

Check out all the photos from a remarkable night at Fight Night #2.

4 questions to ask before fixing
Article

With interest rates at the lowest levels on record, it’s worth considering whether you should fix all or part of your loan.

A smarter way to invest in shares?
Article

ETTs are rising rapidly in popularity amongst savvy investors but not everyone is yet familiar with their benefits.

Receiving a windfall
Article

Most people will at some stage in life receive an unexpected amount of money.

10 tips to paying off your mortgage sooner
Article

Lets face it. A mortgage in its own right isn’t too exciting.

Not so super
Article

Five key reasons why you need to review the insurance inside your super.

Verse Fight Night
Article

Get a ringside seat to our September 15th workshop to settle the age old debate: are Shares or Property the better investment?

Trump-proof your finances
Article

Nervous about Trump?

I’m young, fit and healthy so why make a Will?
Article

Thinking that you don’t need a Will, here’s four reasons why you need to think again.

Buying low and selling high
Article

“Be fearful when others are greedy and be greedy when others are fearful.”

7 tips to steer clear of the herd
Article

Despite the fact that fitting in might be great for your social life, when it comes to your investment decisions it’s not so good.

30 and 40-somethings workshop
Article

It wasn’t your average financial advice workshop.

IFA Excellence Awards
Article

Verse co-founders James O’Reilly and Corey Wastle have each been announced as finalists in the 2016 IFA Excellence Awards.

Brexit
Article

Brexit – should you be worried?

Guess who’s on the cover…
Article

Corey was this month featured on the cover of the FPA magazine.

Smart money in your 30s
Article

Your 30s is the time to start living your life on your terms. You’ve seen a lot by now. You know what you like and what you don’t.

Sleep at the G
Article

On Thursday night, James, Corey and Monique took part in the annual ‘Sleep at the G’.

My first week at Verse
Article

As I approached the office door on my first day, my hand slapped over my mouth…

12 financial tips to get ahead in your 40s
Article

Making a huge money mistake in your 20s isn’t nearly as devastating to your long-term prospects as doing so in your 40s.

Budget summary
Article

Ensure you’re across everything that’s relevant to you from the Federal Budget.

The power of incremental improvement
Article

Incremental improvements could turn your life and finances around. Here’s a story to explain how.

First home buyer dance
Article

Guess who bought their first home last week?

myverse
Article

We’ve recently started sharing client stories on Facebook via a series of posts that we’ve titled myverse.

How we saved our clients $154,621
Article

Ongoing insurance premiums are typically between 25% – 40% cheaper each year by obtaining a commission-free policy. This makes an immediate difference to your costs and a huge impact to your costs over the long-term.

Should I start a SMSF?
Article

Should you jump on the SMSF bandwagon? Maybe. Maybe not.

Before you do, consider the following to understand if it’s the right thing for you.

Automatically invest spare change
Article

The modern day piggy bank has arrived. It’s an app and it’s called Acorns.

Adviser Innovation
Article

Co-founder Corey Wastle was lighting it up on stage this week talking to advisers across Sydney and Melbourne about just a few of the things we’re doing differently here at Verse.

Where there’s a Will
Article

Will Murray had everything a 14 year-old could wish for until in one moment, Will’s life changed forever and so did the life of Will’s entire family.

Funding your children’s education
Article

Rising education costs mean significant financial challenges ahead for many parents with ambitions of sending their children to private schools.

Property V Shares
Article

Understanding the pros and cons of each is key to ensuring you make the investments that are going to be right for you.

Happy Birthday to Verse
Article

Verse turned one during the month of January and the team didn’t miss the opportunity to celebrate, Mexican style.

Should I be refinancing?
Article

The combination of record property prices and historic low interest rates may mean that you should be considering refinancing.

Market update
Article

2016 started with a wild first month on both local and global markets. The Australian Stock Exchange index (ASX200) experienced its worst opening week on record, falling 5.3%.

Five tips to help you achieve your goals in 2016
Article

Did you not achieve what you wanted in 2015?

We’ve put together these four simple tips to help you take action in 2016 and achieve the goals that have evaded you for too long.

Tips to avoid the ‘Christmas pinch’
Article

To avoid the ‘Christmas pinch’ we’ve prepared a few tips to help you make the most of the holiday season, without putting your credit card through a workout intense enough to earn the respect of CrossFit fanatics.

My Dad owns Google
Article

If you want to give your kids the best chance of living the life of their dreams, you need to educate them on how best to think about and manage their money.

Rebuilding your financial life after divorce
Article

Rebuilding yourself emotionally and financially after divorce can be extremely daunting. It’s often not until the emotional pain begins to subside, that the financial consequences become increasingly clear.

Should you quit your money?
Article

If you are serious about getting the most out of your life – your career, your relationships, your health – should you be quitting your money?

Thank you Mr Hockey
Article

Joe Hockey’s recent advice to first-home buyers has left some people with a bitter taste in their mouth. Here’s some real advice for people looking to buy that first home.

11 #hashtags that will keep you from building wealth
Article

Here are #eleven tips to help you avoid the financial #mistakes that too many people make.

Financial Planning at Machu Picchu
Article

It’s not the views I want to tell you about but instead the important lessons learnt as we hiked to the summit.

The best investment you can make
Article

When it comes to investing, we’re meant to be helping our client’s boost their returns to accumulate wealth whilst seeking to minimise their risks. Yet there’s one investment that has provided unrivalled returns for decades, even centuries with no risk and we haven’t been recommending it.

7 Habits of Highly Effective Super
Article Verse Podcast

Despite the consistent rule changes, superannuation remains the most tax effective vehicle that you can invest your wealth in and save for retirement.

Five principles of great branding
Article Verse Podcast

Branding is not a look. It’s a feeling. It goes well beyond a nice logo and well-designed website. To put it succinctly, branding is everything and everything is branding.

Finding a great accountant 101
Article Verse Podcast

A great accountant is someone who will make a significant difference to your financial future (and not someone who you throw a pile of poorly kept receipts at once a year.

What record low interest rates mean for you
Article Verse Podcast

Record low rates signal unprecedented times for borrowers and lenders. They may also signal that it’s time to rethink your own financial strategy. investment loans and home loans.

Why your goals don’t motivate you and what to do about it
Article

The world had tuned in to see Mike Tyson, the undefeated and undisputed heavyweight Champion of the world retain his title and extend his record to 38 wins and 0 losses. The challenger was Buster Douglas, a 42-1 underdog.

Elite athletes don’t just happen
Article

As a sports fanatic, I was recently sucked into a string of YouTube videos on NBA superstar Lebron James (2-time NBA Championship winner and 4-time NBA Most Valuable Player).

We don’t know what we don’t know
Article

For the next ten seconds, look at the two young men pictured above and think about what you see. What came to mind?

Why I became a Financial Adviser
Article

Have you ever been there?
A time where there was something that you really wanted to do; the thought of it excited you; maybe even inspired you – yet you just didn’t have the money? Of course you have, we all have.

What’s on your bucket list?
Article

If you knew you only had 24 months to live– what would you do with the time you have left?
For most, one of the very first things we would do is make a list – a bucket list.

Corey Wastle

Co-founder and Financial Adviser

Corey is a Certified Financial Planner and a co-founder of Verse with experience providing advice to people at each stage of life.

Renowned for his authentic and personal approach, he is committed to helping Verse clients get the most out of life.

Background

From learning to save at a young age and borrowing to invest by his teens, Corey was drawn to financial advice to help others achieve the ambitions that are most important to them, without financial constraints. 

Having spent a number of years advising clients at one of Australia’s largest financial institutions and a continuing commitment to profession education, Corey has amassed a diverse range of skills and expertise in financial planning.

During his time in the industry, Corey has developed strong ideals on how advice is best delivered to clients to enable them to recognise and determine its value; these ideals are now foundations of Verse’s unique advice approach.

He now ensures that all Verse clients receive advice in a transparent and genuine manner that is focused on addressing their individual challenges and achieving clearly defined outcomes that are meaningful to them.

Passions and pastimes

Corey is passionate about keeping fit, eating well and a enjoys range of sports. He is a devoted fan of the St Kilda Football club.

His bucket list includes shooting under par in a round of golf, presenting a Ted Talk and skiing the world.

He spends his spare time with his partner Kristy, playing golf, drinking green tea and travelling.

Qualifications

  • Certified Financial Planner (CFP)
  • Bachelor of Business and Commerce, Monash University
  • Bachelor of Communications, Monash University
  • Graduate Diploma of Financial Planning
  • Graduate Certificate of Applied Finance
  • Self-Managed Super Funds Specialist Course
  • Margin Lending Certification 
  • Member of Financial Planning Association (FPA)
  • Member of Association of Financial Advisers (AFA)

‘Many of the things you can count, don’t count. Many of the things you can’t count, really count’

– Albert Einstein

James O’Reilly

Co-founder and Financial Adviser

James is a co-founder of Verse and holds a Master of Applied Finance having previously held a diverse range of advisory roles

He now partners with clients to provide guidance in all aspects of their financial life and help achieve their individual ambitions.

Background

James began in the advice profession at the tender age of 14, working in the family’s independent financial planning practice.

Since venturing out of the family business, James has worked at both small boutique practices and major financial institutions, winning several prominent awards along the way. These experiences have helped him to establish strong principles on the delivery of financial advice and shape Verse as a trusted and industry-leading advisory firm.

James’ strong leadership skills are coupled with a distinct knowledge of both financial planning and investment management to enable him to deliver a very high quality advice experience to any client.

His passion to improve the lives of those around him flows into his professional life and ensures that Verse clients receive the advice and expertise needed to meet their personal goals and achieve financial freedom.

Passions and pastimes

James leads an ultra-active personal life combining cycling, weight training and basketball on a regular basis.

His bucket list includes meeting Paul McCartney, fluently learning another language and hiking the 3,500km Appalachian Trail that meanders through 13 states of the USA.

In the summer you will find James fly-fishing in the Kosciuszko National Park or enjoying time with his wife Louise and their two Dalmatians, Bella and Millie.

Qualifications

  • Master of Applied Finance (double-major in Financial Planning and Investment Management)
  • Graduate Diploma of Financial Planning
  • Advanced Diploma of Financial Services
  • Self-Managed Super Funds Specialist Course
  • Margin Lending Specialist Course
  • Association of Financial Advisers (AFA)
 

‘What you get by achieving your goals is not as important as who you become by achieving your goals’

– Henry David Thoreau

Monique Baines

Client Experience Manager

 

Monique is the Verse Client Experience Manager.

She is committed to ensuring that every Verse client receives a personalised experience and the process remains easy and enjoyable throughout. She holds a Bachelor of Finance with a major in Financial Planning and is in training to become an advisor in the future.  

Background

Monique joined the Verse team in 2015 as the firm’s Client Experience Manager.

A self described ‘saver’ from an early age, Monique has always had a genuine interest in financial strategies and investments. She has previously held roles as a junior analyst in corporate governance and completed a Financial Planning internship with Platinum Asset Management in early 2015. 

Her drive to join the advice profession comes from a willingness to help others, in particular the younger generation. Monique is intent on ensuring young Australian’s get more financial education, not just strategies. Her focus is on providing the teaching, guidance and coaching necessary to help them live out their goals. 

Passions and pastimes

Monqiue has a passion for animal welfrare (dog person) and dedicates her spare time to the RSPCA, helping to re-home animals. She also recently spent three months volunteering at an animal shelter in Heart Tokushima in Japan. She plays competitive netball as well as enjoying DIY craft projects, recently refurbishing a desk as a birthday present for a close friend.

Her bucket list includes travelling to every continent, becoming a board member and building a tiny house in the future. 

Qualifications and achievements

  • Bachelor of Finance (major in Financial Planning)
  • 2015 Platinum Asset Management Financial Planning Scholarship 

Hayley Knight

Paraplanner

Hayley is the Verse team’s Paraplanner.

Her focus is on continually finding simpler and more effective ways of providing advice and passing on knowledge to Verse clients, empowering them to make better financial decisions and achieve more. 

Background

Hayley has always been good with numbers and was drawn to financial services shortly after finishing school. After starting out at the local credit union she learned more about financial planning and has pursued it ever since.  After a number of years Paraplanning, Hayley took over an outsourcing company and restructured it to have less input and more time with her family.

During her time in the industry she learned how money is really just a tool in obtaining the life that we want and strategising the most effective way of achieving our goals.

Passions and pastimes

Hayley loves spending quality time with her young son Bryce and husband Chris. 

Her bucket list includes seeing Silverback Gorillas in the wild, celebrating Bastille Day in Paris and writing a book.

In her down time, you will find Hayley reading personal/business development books and enjoying a glass of wine.

Qualifications

  • Advanced Diploma Financial Services
  • Diploma Financial Services
  • Certificate 2 & 3 in Financial Services

 

‘Many of the things you can count, don’t count. Many of the things you can’t count, really count’

– Albert Einstein