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Live the life you want.

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

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Tim M

If you are looking for down-to-earth, real-world, values-based financial planning I couldn't recommend Verse Wealth highly enough. Based on customer reviews, Verse were the only financial planners I consulted and I couldn't have been happier with the whole process. I also highly recommend my adviser, Lucy Atkinson. She's is an incredibly impressive individual who took real time to help me establish clear financial goals based on my values. An world-class operation.

February
2024
5.0
S
Sue M

Stevie is wonderful. I am so lucky to have found her. Knowledgeable, approachable and knows her stuff, I will be recommending her to all of my friends. Thank you Stevie.

February
2024
5.0
K
Kamal K

Tim at Verse has helped us secure a mortgage and our first property. His responsiveness throughout the process was thoroughly appreciated and helped instill a bit of confidence in what is otherwise a very stressful process. I would definitely ask for his help again in the future if we were to look at another property purchase. Recommended. 👍

December
2023
5.0
F
Fiona C

Outstanding services. Knowledgeable, supportive and patient

December
2023
5.0
K
Kate M

We cannot speak more highly of our dealings with Verse. Josh was an absolute pleasure to deal with. Josh was extremely helpful and answered any questions or concerns we had very quickly. We were never left waiting for an email or call back. The service really felt personalised, and we really felt like Josh and the team understood our position and how best to help us, so that we can be more financially secure in the years ahead. We were very surprised by making a few simple changes how much better off we would be in the future, compared to had we not contacted Verse at all. The whole process was very easy and well set up, and we feel that we could always go back to Josh and his team if our situation changes, and we needed more support. Overall we are so pleased we made the decision to work with Verse and Josh in particular. Thanks Josh and the wonderful Verse team.’’

November
2023
5.0
J
James J

Verse Wealth provide an incredible service. They are a dedicated team of professionals.

November
2023
5.0
S
Shravan S

Tim Dang's advice and guidance on the home loan process was fantastic. It was a pleasure working with Verse Wealth.

October
2023
5.0
A
Anna B

I highly recommend the Verse Wealth team and Ellie for all your financial portfolios. If want One on One personal tailored real world financial advice this is the team for you.

October
2023
5.0
A
Alejandro P

Amazing experience from start to finish. Couldn't be happier with the professionalism and experience. Time Dang provided excellent and accurate advice which got us into our new home without a hitch. If you need mortgage broking I would recommend Tim and Verse Wealth to everyone.

September
2023
5.0
R
Ryan H

Brilliant and professional from start to finish. Highly recommend.

September
2023
5.0
A
Anne P

We were slightly cautious at the start because one hears so many stories about bad financial advisers. From the start, though, it was very apparent that Verse Wealth was a very professional operation. We quickly found rapport with our individual adviser - Stevie-Jade Turner - and have greatly appreciated her advice and that she 'gets us'. The modelling is fantastic, allowing you to see different outcomes depending on the choices you make. We cannot recommend Verse Wealth highly enough.

September
2023
5.0
D
David S

After having shopped around for a bit, I have finally found a Financial Adviser that I believe has genuinely got my best interests, and my life goals as their # 1 priority. After 12 months, I no worry about how our money has been invested and who is watching over it - and that is worth a huge amount to me. Highly recommended.

September
2023
5.0

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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.  

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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.

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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.

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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

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ABC