If you are looking for down-to-earth, real-world, values-based financial planning I couldn't recommend Verse Wealth highly enough. Based on customer reviews, Verse were the only financial planners I consulted and I couldn't have been happier with the whole process. I also highly recommend my adviser, Lucy Atkinson. She's is an incredibly impressive individual who took real time to help me establish clear financial goals based on my values. An world-class operation.
Stevie is wonderful. I am so lucky to have found her. Knowledgeable, approachable and knows her stuff, I will be recommending her to all of my friends. Thank you Stevie.
Being a new client this year and meeting Lucy who has helped me with my financial goals has been a great experience and I feel on track again. It’s like a one stop shop as meet Tim through Lucy for my mortgage requirements and Tim has been such a great help throughout the process. I would highly recommend family and friends to Verse Wealth!
Honest, trustworthy and very personable and insightful advice and support. Verse facilitated and encouraged us to get to a position we hadn’t considered possible.
Stevie-Jade was our advisor and we couldn't have been in safer hands, she has been a delight to partner with on this extremely, challenging journey. Friendly, extremely efficient, prepared, super knowledgeable, empathic and above all else available!!
The advice has been immediately valuable. I did not expect so much background work and actions to be completed by the team; this was a great plus. I'm very happy with the ongoing, proactive involvement. Also, Ellie has been incredibly helpful and provides consistently great advice. I've already started passing on Verse to other people and plan to do so more. Many thanks!
Fantastic experience. Both Lucy and Tiana provided me with general advice and modelling that help me to better understand my current financial situation and future options. Very professional, honest and real
I love being treated as an individual person, separate from my husband, and Verse Wealth do this Really Well! (Thank You!!) Corey and Ellie have gone out of their way to help me understand anything and everything with our finances. With a less than conventional lifestyle, it's been great to have someone to talk things through with. I'm very appreciative. I believe everyone would benefit from having Verse Wealth in their lives!
Well what can I say. From not understanding our finances and not getting the best out of our situation, to being in such a better position financially. The help and support Corey and Ellie gave us over our 2 year journey so far has been nothing short of incredible. Couldn't recommend high enough and we are truly thankful we got the advice we did. They really go above and beyond to listen and understand what we were going through!! Great job!!
The process to date has been so easy. Ellie has explained everything well and always asks if I need further clarification or have any other questions. The documents provided are very thorough and help to understand exactly what is being implemented. The projection video is extremely insightful and gives a great view of the years to come and the position I will be in. Overall, extremely satisfied to date with the services provided.
After having shopped around for a bit, I have finally found a Financial Adviser that I believe has genuinely got my best interests, and my life goals as their # 1 priority. After 12 months, I no worry about how our money has been invested and who is watching over it - and that is worth a huge amount to me. Highly recommended.
We were slightly cautious at the start because one hears so many stories about bad financial advisers. From the start, though, it was very apparent that Verse Wealth was a very professional operation. We quickly found rapport with our individual adviser - Stevie-Jade Turner - and have greatly appreciated her advice and that she 'gets us'. The modelling is fantastic, allowing you to see different outcomes depending on the choices you make. We cannot recommend Verse Wealth highly enough.
Brilliant and professional from start to finish. Highly recommend.
Amazing experience from start to finish. Couldn't be happier with the professionalism and experience. Time Dang provided excellent and accurate advice which got us into our new home without a hitch. If you need mortgage broking I would recommend Tim and Verse Wealth to everyone.
Verse Wealth provide an incredible service. They are a dedicated team of professionals.
I highly recommend the Verse Wealth team and Ellie for all your financial portfolios. If want One on One personal tailored real world financial advice this is the team for you.
Tim Dang's advice and guidance on the home loan process was fantastic. It was a pleasure working with Verse Wealth.
We cannot speak more highly of our dealings with Verse. Josh was an absolute pleasure to deal with. Josh was extremely helpful and answered any questions or concerns we had very quickly. We were never left waiting for an email or call back. The service really felt personalised, and we really felt like Josh and the team understood our position and how best to help us, so that we can be more financially secure in the years ahead. We were very surprised by making a few simple changes how much better off we would be in the future, compared to had we not contacted Verse at all. The whole process was very easy and well set up, and we feel that we could always go back to Josh and his team if our situation changes, and we needed more support. Overall we are so pleased we made the decision to work with Verse and Josh in particular. Thanks Josh and the wonderful Verse team.’’
Outstanding services. Knowledgeable, supportive and patient
Tim at Verse has helped us secure a mortgage and our first property. His responsiveness throughout the process was thoroughly appreciated and helped instill a bit of confidence in what is otherwise a very stressful process. I would definitely ask for his help again in the future if we were to look at another property purchase. Recommended. 👍
I first met James over a year ago. I am very picky on who I would like to listen to for advice since there is a lot of noise out there. I have had the pleasure of spending time with James and listening to his passion about financial advice. I truly feel he is extremely genuine and is someone I recommend in a heart beat.
Love how open and friendly James is. He has continuously exceeded my expectations. Thank you so much
Sensational team that provide considered and holistic advice! They are constantly looking at ways of improving their process and offering, and are exceptional on their communication.
Thank you James for all of your help
Verse Wealth is what financial advice should be!! A focus on what matters in life, personally tailored to each individual. Actually seeing clients tick things off their bucket list and sharing the journey with them.
James and Corey are not only professional in their approach but they genuinely care about their clients. The way they do business is genuine and they show lots of empathy to their clients. Keep up the good work guys!
Cracking couple of fellas that run a great business focused on client outcomes
Verse Wealth are a very dynamic team. I recommend touching base with them to kick start your pathway to financial freedom.
Having James and Corey in your corner is one of the best decisions anyone can make. They are genuine, caring, and very supportive to help you achieve your financial goals!
Unique, fresh, inspiring
Corey and James really know their stuff and are committed to their clients long term financial outcomes. They live by their stated values and really understand the importance of client relationships coupled with smart processes to provide high value ongoing advice. Its a pleasure to refer our clients to Verse Wealth. Clint Waters AXTON Finance - Hawthorn East.
I have never met more caring, energetic and passionate people like the team at Verse! They are all beautiful and warm individuals who live life to the fullest and who inspire others to do the same. They take the time to understand the person you are and they absolutely thrive on helping people achieve their dreams.
Rockstar team focused on adding real value. Stand up professionals.
The values of Verse Wealth are inherent in the personalities of its founders, Corey and James. Their passion for transparent, independent and meaningful advice is an asset for their clients and the industry as a whole. Keep up the great work!
Independent, holistic advice.
Corey Wastle, what a legend he is, doing some wonderful things at present to help many people like myself to achieve their financial goals, best Financial Planner I've ever come across in my life, best Financial Planner one could ever find in this world I must say. If you or any of your mates or family members ever need any financial advice, simply get in touch with him via Verse Wealth page, I bet, you won’t be disappointed at all.
Highly recommended! With financial planning, sometimes it's hard to know where to start but a conversation with the guys at Verse makes everything clear and easy to understand.
James, Corey and the team at Verse are a breath of fresh air in the financial planning industry, particularly in terms of their transparency and integrity. The way they deliver their services is innovative, educational and a very positive experience. Highly recommend.
Both James & Corey take a new approach to financial advice. They are invested in helping you achieve your goals by tailoring financial plans from the ground up to reflect your personal circumstances. They understand that wealth creation and management is achieved through an approach that considers all elements of your life. I would definitely recommend the team at Verse Wealth to all of my family and friends.
We found Verse through their good ratings on Google. Ashley and Josh from Verse developed a financial plan for us over a few months. Our experience was really great. They were transparent about pricing and what was in-scope, and delivered useful and actionable advice. I particularly appreciated that they paid close attention to what we told them, and that they took the time to understand our situation, plans and goals. I highly recommend them if you’re looking for financial advice!
Thanks so much to Ellie and the team at Verse Wealth for all their advice and guidance in setting up a financial plan for our future in which we feel really confident. Ellie took the time to understand our values and goals, and was always available to answer any question at each stage of setting up our plan. We are so appreciative of Ellie and everyone at Verse. Thank-you!
Thank you Ash and the team at Verse. Ash was so easy to speak to and made it simple to understand the steps I needed to take control of my finances and my future. I wish I had done this sooner.
Feeling alot more confident financially after engaging with Verse. They listened to our current and future needs, which made the planning and implementation stages of the journey seamless.
I feel more in control of my financial future now.....which speaks volumes in these uncertain times. Ellie was very patient, knowledgeable, available and compassionate and made the learning process easy. Very happy.
Ellie from Verse was a phenomenal support to help get my finances sorted. She's extremely competent, personable, and took the time to really understand me, what I wanted and how to best execute it. She constantly followed up to help me get started and made sure I was getting things done and always offered to help when needed. This was such a great investment - thank you Ellie and team.
So very greatful for the above and beyond effort Tim went to to get us where we are today ! Cannot thank him enough
We have had the pleasure of working with Tim over several years now. His financial advice has been tremendous through the various stages as our family has grown. He works very hard, will always have more than one option plus a back up plan and is always available to answer our queries. He has made the impossible possible in our recent endeavour in building our dream home. Tim has always come through for us in delivering the best results in no time!
Tim (mortgage broker) and Ellie (financial advisor) from Verse Wealth were both excellent. From the initial consultation to the wrap-up meeting, my husband and I felt that they understood what we were trying to achieve and made the whole process of financing and purchasing a family home and getting our finances in order as painless as possible. They were both incredibly personable and went above and beyond to make us feel comfortable and answer all our questions. Would highly recommend them both, and Verse Wealth, to anyone.
So glad I sought advice from Verse, they've clarified and optimised my finances, worth every cent.
Verse is a super accessible, really modern service for those who might be new to, or wary of, financial advice. Ellie, our advisor is awesome - she really takes time to listen deeply and understand our needs, then frame the advice to us in a way we can both hear, and action it. She's been incredibly patient with our multiple delays and never makes us feel pressured. We feel really confident with our plan - it's practical, personalised and actionable. 5*!
Professional service and putting the goals of their customers first. Stevie Jade was excellent to deal with and has come up with solid strategies to achieve our financial goals.
I had the pleasure to work closely with Daniel Donovan. He is a true professional, is VERY knowledgeable and an excellent communicator. I can understand why Verse Wealth have only received 5 star reviews. My experience with Daniel has given me the reassurance that my financial future is positive, which means I can put my financial worries to the side. Daniel went above and beyond with ensuring that I understood every aspect of my financial plan with the assistance from his wonderful team, who were all so lovely to deal with. I am more confident in understanding my finances and look forward to my future.
Great people, professional, smart, value adding, UpToDate and very helpful and supportive.
Working with Ellie and her team has been pure joy and has improved our life so much. I would highly recommend this service to anyone who wants to feel better about their future.
Verse Wealth gave my parents SO much clarity in a very complex situation. Ashley was incredibly helpful, and showed the compassion my parents needed after some poor advice (not from verse wealth) We are very greatful for the life tools Verse Wealth were able to provide us with. Forever thankful is an understatement. Highly recommend the team!!
life changing help from tim in lining us up with a much better lender, consolidating several debts and completely restructuring our finances, resulting in such a better outlook on our situation going into the future. can’t recommend tim and the team at verse wealth enough!
Josh had incredibly helpful advice and referred me to a financial advisor for my specific needs. Really appreciate it!
Well done Corey , great company and great people to deal with.
Speaking to mortgage agent aspect. Our agent Tim Dang was spectacular. Actually feels like he's looking out for your best interest rather than the bank's. Took the time to get to know our financial situation. Was always available to answer even the silliest of questions. Walked us through every single step. Anticipated problems and planned around them. Would been such a worse experience without him, and I will be coming back again.
Corey and the team at Wealth have been nothing but incredible! The quality of the advice has been paramount and the impact it has had on my business and outlook has really helped. The service was personalised and the communication style Corey adopts is caring and honest with the utmost expertise and competence whilst being completely transparent regarding fees. I would strongly recommend the Wealth Team to anyone looking for expert advice to secure peace of mind and a brighter future.
Corey takes the time to get you know you as an individual to better understand and appreciate your goals and direction in life. The team at Verse are quick to build a sense of trust, respect and honesty with their clients. They genuinely care about you and your future. I have already achieved personal and financial goals, and I'm looking forward to the next steps. My overall experience with Verse has been very positive, thorough and (dare I say!) fun.
The Team at Verse is very professional, friendly and energised, They value their clients. They provide short, sharp advice without compromising the quality of the advice and make sure that we are not overwhelmed by terminology and concepts we are not familiar with.
Corey at Verse Wealth is a great operator. It is refreshing that his approach is more on providing well-rounded financial advice taking individual circumstances and goals into account. He is surely not just about recommending standardized products in the market. It’s a pleasure to refer our clients to Verse Wealth who are always happy with our recommendation and the unique way they deliver their service.
Corey, James and the team at Verse Wealth are the most open and engaging professionals that I have had the pleasure of dealing with in their field of financial planning and advice. Our clients that have enlisted Verse Wealth to look after structuring advice and systems to achieve their goals, dreams and financial ambitions for life have all responded with positive and well received feedback.
A business that is run by such genuine people!! James and Corey are so focused on achieving your goals and have created such a personal and comfortable environment(even when talking about money). Nothing ever seemed like it was too much effort and are incredibly supportive. Would recommended to anyone who wishes to get some advice. Thank you again!
Corey is dedicated to providing the best service possible to his clients and is focused and driven. Although I can not personally attest to the service they provide I have only heard good things from their clients. I would be more than happy to refer family and friends to Verse Wealth.
Corey and his team at Verse Wealth have been of great value to me for years now. Their approach to financial advice is refreshing, less about products and more about the tailored big picture financial problem solving and solutions that our society needs more of. Highly recommend seeking their assistance for anyone in pursuit of financial independence.
Verse Wealth have a refreshing approach to providing sound financial advice. All of my dealings with all at Verse have been handled professionally, efficiently and with warmth and understanding, which is a difficult balance to find in professional service firms. Keep up the good work, Verse! Max
These guys make it happen. Hardworking and genuine you know your getting the best advice out there with Verse. Next level!
While we have been busy with life, Corey and his team are doing a great job structuring our finances and helping us plan for a life on the beach, under a palm tree. Corey puts our priorities and aspirations first and I would highly recommend his services to others.
What I like about Verse compared to other financial companies is that Corey and the team are doing things differently. They’re all about helping clients people achieve things with their money, and they do it without all the kickbacks. I have no hesitation in recommending Verse.
My wife and I have been with Corey for just under 10 months and can’t recommend his service highly enough. We used to live month to month with credit card debt. And now we are debt free with some savings behind us, well on track to achieve some long term aspirations. Corey is a great mentor and makes an often dry subject engaging and personal.
The whole Verse Team have been an absolute pleasure to work with right from the start. Corey is a great communicator with not only in-depth knowledge of a lot of financial concepts that are beyond me but also the capability to explain these in a concise manner.
My wife and I were in need of a financial advisor. We hadn’t turned our mind to the importance of a Financial Advisor, nor had we given much thought to a proper Will, Medical Enduring Powers of Attorney or Enduring Powers of Attorney - Financial & Personal Matters. On top of this, our financial situation needed improving. By chance, and we mean chance, I worked in the same building as Corey whom I now know to head up Verse Wealth. We found Verse Wealth via Google and at the time unbeknown to us Corey appeared in the Top 10 List of Financial Advisers in Melbourne. Our first meeting with Corey was via a Zoom Session which is an online virtual meeting platform. I might point out that we are around 60 years of age so this in its self was a challenge given my wife and I were in separate locations and first time users. After that initial meeting which went like clockwork, whilst it was probably not obvious to Corey, my wife and I knew that Corey was the professional we desperately needed. We signed up and can I say have never looked back. Our whole financial situation has improved dramatically. Corey and his team at Verse have tailored our financial planning including our Tax & Superanuation which we can say is now extremely healthy. We have a lifestyle that once we could only have dreamed about and now have a long time projection that we will live comfortably in retirement which everyone at our age needs. My wife and I can’t recommend Corey and Verse Wealth highly enough. Can we say, we don’t make these comments lightly, this bloke (Corey) and the team at Verse Wealth will change your lives for ever. We encourage you to take that first step. It will be life changing. Steve & Jen
Knowing Vivian Goh and her team just only nearly a year, they had providing me sound financial advice. All my dealings with Verse Wealth have been handled professionally, efficently, with warmth and understanding. Extremely helpful and always there when you need them. Verse Wealth are a very dynamic team, I would strongly recommend anyone who needs a secure piece of mind and a brighter future in your finance to join Verse Wealth.
Verse Wealth provide an absolutely stellar service. It has been an incredible pleasure to work together with Vivian to get my finances in order and I can happily say that I've never felt more in control. The service is personal, warm and professional. I'm looking forward to having a long relationship with the team at Verse Wealth.
My wife and I engaged with Corey and his team at Verse Wealth during the middle of last year, and the guidance and advice have made a big difference to how we view our finances. We are feeling much more confident with planning our future, and look forward to working with them in the future. Corey's advice is very honest, and our interactions with him and his team have been very different to other 'advice' I have received in the past. Tony & Celia.
My partner and I engaged Corey and the Verse team almost 2 years ago, and have not looked back. Corey took time to learn our situation, our goals and ask often confronting questions about what we wanted to achieve from our engagement of a Financial Adviser. The result has been a much more structured approach to our finances and understanding of where we are and what we need to do to achieve what we want. We have also, through Verse, been introduced to a buyer's agent, mortgage broker and conveyance services, who have made a property purchase so much easier. All through this process, Corey was on hand with advice and to talk things through. Very pleased with where we are, and with the decision to engage Verse.
Verse has been a wonderful team to work with, helping me focus on getting my (financial) life in order in the short term and working with my partner and I as we focus on longer term investment opportunities. Their ethos and modern culture are refreshing and customer focused. Advice is logical and delivered in the right level of detail / language. When we have received recommendations of other businesses to use to support us (for example, when buying a house recently), they have always been an extension of the polished service that Verse provides, indicating a focus on partnering with reputable, like-minded companies.
I’ve been working with Corey and his team at Verse Wealth for over a year now and could not be happier with their professionalism and level of knowledge. If you’re looking for a highly motivated, passionate and intelligent financial planning service, then I cannot recommend Verse enough. Within the last twelve months, with Verse’s assistance and guidance, I have reviewed and improved most aspects of my financial life; including superannuation investment, property sales & re-investment, insurance, automated budging and cash flow, and financial goal setting. My accountability and clarity in my financial life has dramatically improved, both of which help take the pressure off and allow me to focus on my career. Verse have introduced me to other businesses of equal caliber that now form my ongoing team of mortgage brokers, property advisers and accountants who all give me a high level of confidence in each decision I make.
Friendly, professional and full of knowledge and great advice. Corey and the team have really set us up financially for our future. Highly recommend.
Corey and his team at Verse Wealth have been indispensable helping my family and I achieve our financial goals. They have changed how I look at money, and how I plan for the future. They're friendly, experts in their field, and able to communicate clearly. Since working with them, my family is in a much better financial position, and I have more confidence about the future. Highly recommended.
Twelve months ago i couldn't honestly say where i was headed with my financial goals. Today i feel i am on track in a huge way and that is thanks to Corey and his team at Verse. Their sound advice, continued support and patience has provided my family and I with a head strong focus on what and how we'd like to achieve our future financial goals. Keep up the great work Verse.
Corey and the Verse team are knowledgeable, professional and keep prodding us for regular review meetings - which we sometimes feel may be unnecessary, but always come out of them feeling that they were indeed invaluable. They make it easy for us (we being time poor) by having video conference calls outside normal working hours. They regularly review our finances, goals and expectations in a very thorough manner. Overall, we are very happy with the service Corey and the team provide.
I first met Corey and the team during the early years of Verse and was very impressed with the personalised service and attention to detail I was offered. As the company has grown, the focus on me as a client has never been compromised, in fact, Verse has been able to further assist in other areas outside of managing my finances. From shifting my strategy to better suit the current economical climate to coaching through harder times I have definitely benefited from my relationship with Verse and highly recommend them to anyone who is in the market for a financial advisor.
I was struggling to get my finances in order. I got in contact with Verse Wealth and have never looked back. I have been with them now for over a year and believe I have gained a much better understanding of my finaces and situation. What I love most about them is that they take the time to get to know you as a person and help to coach you finacially while supporting your goals and personal lifestyle.
Professional, personable, responsive and highly knowledgeable.
Corey and the team at Verse are super professional and apply a really practical approach to building wealth. They have helped us capitalise in fruitful times and been super supportive during down times. We appreciate their efficiency to respond to real world events and situations and you can really tell the team care about their clients.
Since working with Corey and the team I feel like I am now finally in control of my money. The efficiency and individualisation of the whole process has been 5 star. I would recommend to anyone wanting to take their finances to their next level.
Great vibrant company who help keep Finance simple. Fantastic advice and coaching; making sure to maintain your particular life goals at the forefront of all your plans. Go check them out!!