We’ve recreated and redefined financial advice - we call it financial life management. It’s based on the understanding that your life and finances are inseparable, and money is just a resource to give you choices so you can live the life you want.
Your life is your life, and financial advice needs to reflect it. We’ll align your strategy and choices to your values and intentions. There’s nothing cookie cutter here.
We’re here to guide choices that optimise your life, not just your finances - which is about more than just retirement and dying with money.
We don't take commissions, which means you’re our only priority and we aren’t incentivised to push products you don’t need.
Let’s cut to the chase, you’ve got goals but you’re here to make money. Our depth of knowledge, experience and strategies will make sure you do.
No one wants to be overwhelmed with financial jargon and industry speak. We’re obsessed with simplicity, so you’re empowered and feel in control.
We believe that feeling good about your financial life is achievable for everyone. We’ll help you identify the stresses and worries, and replace them with confidence and clarity.
A free video session to schedule and prepare you for two sessions with a Verse Financial Adviser. We’ll do this by understanding your motivations for advice, capturing any burning questions you want answered, and letting you know what to expect. Once booked, you’ll get an email and SMS to let you know how to prepare for the Introductory Chat.
An honest conversation to clarify your values such as family, freedom and security, define your intentions such as travel, work less and retire, and discuss your current level of financial wellbeing. This session enables us to truly personalise the advice and guidance, and will give you a framework to make choices that optimise your finances, and your life.
We’ll paint a picture of how you can use your financial resources to create wealth, plan for future intentions and improve financial wellbeing. We’ll explore potential strategies and explain relevant financial and investment concepts. During the session, you’ll receive a client agreement to confirm the service and fees.
Over the first few months together, we’ll get you financially organised and develop a strategy that's right for you. Beyond that, we’ll be in your corner consistently to help you navigate the uncertain journey of life. Whether it’s having children, the career change, a scary new mortgage, failed relationships, falling markets, or just changes to tax, interest rates and super - Verse will help you bounce through it all.
A free video session to schedule and prepare you for two sessions with a Verse Financial Adviser. We’ll do this by understanding your motivations for advice, capturing any burning questions you want answered, and letting you know what to expect. Once booked, you’ll get an email and SMS to let you know how to prepare for the Introductory Chat.
An honest conversation to clarify your values such as family, freedom and security, define your intentions such as travel, work less and retire, and discuss your current level of financial wellbeing. This session enables us to truly personalise the advice and guidance, and will give you a framework to make choices that optimise your finances, and your life.
We’ll paint a picture of how you can use your financial resources to create wealth, plan for future intentions and improve financial wellbeing. We’ll explore potential strategies and explain relevant financial and investment concepts. During the session, you’ll receive a client agreement to confirm the service and fees.
Over the first few months together, we’ll get you financially organised and develop a strategy that's right for you. Beyond that, we’ll be in your corner consistently to help you navigate the uncertain journey of life. Whether it’s having children, the career change, a scary new mortgage, failed relationships, falling markets, or just changes to tax, interest rates and super - Verse will help you bounce through it all.
Forever thankful is an understatement.
Working with the team has been pure joy, and improved our life so much.
We feel really confident with our plan - it's practical, personalised and actionable.
Extremely competent, personable, and they took the time to really understand me.
I wish I had done this sooner.
We would 100% recommend Verse Wealth for anyone that wants to secure their financial future.
I have been delighted yet again by the incredible service and expertise.
Our family is now in a much better place financially and less anxious about what the future holds.
I'm taking the best financial direction to a more positive future.
They went to great lengths to understand my family's financial goals and put together a plan for us to work towards them.
We’ll be recommending Verse to anyone who wants to listen!!
We have a much clearer picture of our future goals, spending, and a greatly improved understanding of many aspects of finance, superannuation and investing.
Traditional financial advice has focussed on sales, products and commissions. We’re obsessed with people, value and impact.
Went above and beyond.
Walked us through every single step. Anticipated problems and planned around them.
Amazing experience from start to finish
Tim advice and guidance on the home loan process was fantastic.
We’ll be recommending Verse to anyone who wants to listen!!
They went to great lengths to understand my family's financial goals and put together a plan for us to work towards them.
I'm taking the best financial direction to a more positive future.
Our family is now in a much better place financially and less anxious about what the future holds.
I have been delighted yet again by the incredible service and expertise.
We would 100% recommend Verse Wealth for anyone that wants to secure their financial future.
I wish I had done this sooner.
We are so appreciative of Ellie and everyone at Verse. Thank-you!
I feel more in control of my financial future now.
Extremely competent, personable, and they took the time to really understand me.
Great people, professional, smart, up to date, very helpful and supportive.
We feel really confident with our plan - it's practical, personalised and actionable.
I can understand why Verse has only received 5-star reviews.
Working with the team has been pure joy, and improved our life so much.
Forever thankful is an understatement.
Do yourself a favour and get in touch with them.
They took the time to get to know my partner and I personally and what we wanted out of life.
Extremely helpful, knowledgable and passionate about helping people achieve financial freedom.
The Verse team went above and beyond on multiple occassions to deliver us a great financial outcome.
There is no contest between the service here and other advice firms I met with.
I know that I can trust their independent judgment, and that they have my best interests in mind at all times.
We have a much clearer picture of our future goals, spending, and a greatly improved understanding of many aspects of finance, superannuation and investing.
We are so very grateful for all the support and guidance we received from Verse Wealth.
Corey and his team provide an excellent service. I would recommend them to anyone without any hesitation.
I cannot recommend Verse Wealth Highly enough!
For peace of mind in all things financial, we highly recommend Verse Wealth.
We are now back on track and I would strongly recommend Verse wealth as true independent Financial Advisors.
Very professional and helped us find clarification and direction for our future financial plans.
Went above and beyond.
Walked us through every single step. Anticipated problems and planned around them.
Amazing experience from start to finish
Tim advice and guidance on the home loan process was fantastic.
We’ll be recommending Verse to anyone who wants to listen!!
They went to great lengths to understand my family's financial goals and put together a plan for us to work towards them.
I'm taking the best financial direction to a more positive future.
Our family is now in a much better place financially and less anxious about what the future holds.
I have been delighted yet again by the incredible service and expertise.
We would 100% recommend Verse Wealth for anyone that wants to secure their financial future.
I wish I had done this sooner.
We are so appreciative of Ellie and everyone at Verse. Thank-you!
I feel more in control of my financial future now.
Extremely competent, personable, and they took the time to really understand me.
Great people, professional, smart, up to date, very helpful and supportive.
We feel really confident with our plan - it's practical, personalised and actionable.
I can understand why Verse has only received 5-star reviews.
Working with the team has been pure joy, and improved our life so much.
Forever thankful is an understatement.
Do yourself a favour and get in touch with them.
They took the time to get to know my partner and I personally and what we wanted out of life.
Extremely helpful, knowledgable and passionate about helping people achieve financial freedom.
The Verse team went above and beyond on multiple occassions to deliver us a great financial outcome.
There is no contest between the service here and other advice firms I met with.
I know that I can trust their independent judgment, and that they have my best interests in mind at all times.
We have a much clearer picture of our future goals, spending, and a greatly improved understanding of many aspects of finance, superannuation and investing.
We are so very grateful for all the support and guidance we received from Verse Wealth.
Corey and his team provide an excellent service. I would recommend them to anyone without any hesitation.
I cannot recommend Verse Wealth Highly enough!
For peace of mind in all things financial, we highly recommend Verse Wealth.
We are now back on track and I would strongly recommend Verse wealth as true independent Financial Advisors.
Very professional and helped us find clarification and direction for our future financial plans.
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AFS Licence No. 523541 | ABN 51 641 069 203
