It's not just about money - it's about your entire life.
Money is just a tool to create choices. It’s what we do with those choices that create value & meaning.
Live rich
We’re here to guide choices that optimise your life, not just your finances.
We make you money
Let’s cut to the chase, you’ve got goals but you’re here to make money.
Made simple
No one wants to be overwhelmed with financial jargon and industry speak.
No commissions
We don't take commissions, and aren’t incentivised to push products.
That's why we've hand crafted the most personalised and impactful client experience in financial advice.
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Family, freedom, security, health, or giving back. Your values should determine your priorities and guide you at crossroads. Deep down, they're probably the measures you use to tell if life is turning out the way you want it to.
Your intentions might include travel, retire, pay off the mortgage, help your kids, or that dream renovation. We plan and strategise based on your intentions, and model out whether you're on track to achieve them.
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Better financial wellbeing means more control, confidence and clarity with your money. This is why we track and measure it for all Verse clients.
Get clearer on your financial future, make trade-off decisions and know whether you’re on track.
On average, our clients are $189,591 better off after 5 years, and $1,409,920 after 20 years.
Over a complimentary 30 minute video chat, you'll share your circumstances and motivations. We'll explain how we can support you, and talk you through the process and fees. From there, we'll organise next steps.
An honest conversation to clarify your values, define your intentions, and discuss your financial wellbeing. This session enables us to truly personalise the advice, and gives you a framework to make choices that optimise your finances, and your life.
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We’ll paint a picture of how you can use your financial resources to create wealth, plan to achieve your 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, we’ll get you financially organised and implement a strategy that's right for you. Beyond that, we’ll be in your corner 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 - we'll help you bounce through it all.
The best time to get started was twenty years ago.
The second best time is today.
Got a question? Reach out to our team.
While the industry has been treating people like walking wallets, 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 and help you live the life you want.
We're passionate about advice & would love to help everyone. However, based on our highly personalised & comprehensive approach, our clients are generally pre-retirees, high income professionals, established business owners, and people with lump sums or large savings.
Yes, we operate our own Australian Financial Services Licence (ASFL) No. 523541 which has been issued by the Australian Securities and Investments Commission (ASIC). This means that our advice isn’t influenced by any dealer groups or institutions.
Our fees will vary based on your circumstances and the support you need. If you use our Project service, you’ll pay a fixed fee over multiple instalments. If you receive ongoing advice, you’ll pay an agreed monthly fee that reflects your situation. Payment methods can include a combination of direct debit, via investment accounts or from your superannuation.
One-off financial advice fees are generally deductible to the extent that they relate to tax advice. Ongoing financial advice fees are generally deductible to the extent that relate to producing assessable income. Before claiming a deduction, we recommend sharing your Summary of Advice, invoices, and our estimate on what may be deductible to you with your qualified accountant.
You may be able to pay advice fees from your super account if particular requirements are met including the nature of the advice, what super accounts you hold and or what super accounts are recommended by us. Advice fees paid from super may attract a tax rebate of up to 14%, however, these rebates vary between funds.
We focus on proven investments such as cash, term deposits, shares, ETF’s, managed funds, and property. We avoid overly speculative investments and get rich quick schemes. We have access to private market opportunities including private equity, venture capital, real assets, and hedge funds. This diverse set of assets encompasses a broader range of strategies, that allow investors to generate absolute returns uncorrelated to traditional investment markets. Private market opportunities are generally appropriate for clients with portfolios exceeding $2m.
No. We don't have custody of your money. Institutions such as banks and super funds will likely be the custodians of your money, and they have the responsibility to manage your assets securely.
Yes. It can be hard to understand what impact your choices, strategies and investments will have on future goals and intentions. We use market-leading financial modeling to help you understand if you're on track, and give you context for important decisions.
A Statement of Advice (SoA) includes an outline of the strategies, investments, and financial products recommended to help you achieve your intentions, and improve your financial wellbeing. It also contains detail on fees, conflicts, and any benefits your Adviser will receive. It is a legal requirement that you receive an SoA from a licensed financial adviser.
We are committed to protecting your privacy. We have a Privacy Policy that sets out how we collect, hold, use and disclose your personal information. You can view our Privacy Policy at the bottom of our website.
We won’t replace your accountant or do you tax returns, but we’ll make sure your investment, property and retirement strategies are tax effective. When helpful, we’ll collaborate with taxation accountants on specific matters.
We only take on clients we can add real value too. If you get in touch but we’re not right team based on your needs, we’ll re-direct you and give you as much useful information as we can.
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