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 work out if we’re a fit. We’ll seek to understand your motivations for wanting advice and let you know if there’s value in working together. We'll also give you a chance to ask any important questions up front. Once booked, you’ll get an email and SMS to let you know how to prepare for the Introductory Chat.
Let’s get clarity on your 'Best Life'. It may be a combination of achieving goals, having experiences, eliminating worries and improving lifestyle by creating more time, freedom and choice. We’ll also go through all aspects of your financial life, so we have a clear understanding of where you’re at right now.
We’ll paint a picture of what we can achieve together. We’ll explain the areas where we’ll add value, what should be prioritised and how you need to evolve your financial thinking. In this session, we’ll provide you with a Client Agreement to confirm the service and fees.
Over the first few months together, we’ll get you financially organised, develop strategy and get you taking action. 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.