We believe financial advice is a deeply personal experience. The challenges are real, the stakes are high, and the impact can be transformative.
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. Help us understand a little about you and why you’re seeking advice. We’ll share our approach and give you a chance to ask any important questions up front.
Let’s get clarity on your best life. Maybe a combination of achieving goals, having experiences, leaving a legacy 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.