Approach

It’s wildly different
to most of the industry. 

Book Chat

It’s not just about money - it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone.

Uniquely
Personal

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.

Complex
Made Simple.

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 Make
You Money.

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.

No Commissions,
No Kickbacks.

We’re not aligned to any financial products and don’t take commissions. That’s the traditional financial advice industry.  

Your Whole
Financial Life.

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. 

The Process

Introductory Chat

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.

My Best Life

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.

Workshop

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.

Advice and Guidance



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.

Your best life tomorrow, starts with a chat today.

Start your journey to wealth, happiness, and financial freedom.

Book Chat

Approach

It’s wildly different
to most of the industry. 

Book Chat

It’s not just about money - it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone.