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've got utter gratitude to the team at Verse for helping inspire us to take greater control of our financial wellbeing.
I'll continue to refer anyone I know seeking financial advice to the Verse team.
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!
Your life is your life, and financial advice needs to reflect it. We’ll align your strategy and decision making to what you value most. There’s nothing cookie cutter here.
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.
Let’s cut to the chase, you’ve got goals but you’re here to make money. Our depth of knowledge, experience and access to professional networks will make sure you do.
We’re not aligned to any financial products and don’t take commissions. That’s the traditional financial advice industry.
We manage your entire financial life by surrounding you with the right experts, at the right time. We’re always collaborating so nothing is missed, as everything counts.
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.
Traditional financial advice has focussed on sales, products and commissions. We’re obsessed with people, value and impact.