Extended Services

Tax & Accounting

We’ll connect you with a client-focused accountant or firm who can provide the guidance, expertise, and results you or your business need. When valuable, we’ll collaborate with your accountant to maximise the tax efficiency of your financial life and execute your strategy.
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Our partnered tax and accounting services include individual tax returns, income tax planning, entity establishment, business advisory and structuring, virtual CFO, bookkeeping and SMSF financials and compliance.

Property

When it comes to property investing, the quality of the assets you own is the difference between winning and losing. We’ll introduce you to property advisors who can help you find, assess and acquire investment grade properties for your portfolio.
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Our property partners provide advisory services across residential and commercial property investing, development, portfolio reviews and access to national research to determine when to purchase. We also have partnered home buying services for clients.

Legal

We’ll introduce you to an estate planning professional to assist with designing an estate plan that aligns to your wishes, which may include guidance on testamentary trusts and powers of attorney.
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When the time requires it, we can also introduce you to legal professionals with expertise across estate administration and litigation, family and relationship law, workplace relations, conveyancing and more.

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Insurance

We determine the risks relevant to your situation and advise you on the right insurance cover to protect you and the family. We don’t take commissions, which means cheaper cover for you.

“Verse took the time to learn our situation, our goals and ask often confronting questions about what we wanted. The result has been a much more structured approach to our finances, understanding of where we are and what we need to do to achieve what we want.”

James and Jeff

“With the tailored advice from the team at Verse, we have the confidence to make well informed decisions to pursue our goals.”

Jono and Susie

“While we’ve been busy with life, Corey and the team are doing a great job structuring our finances and helping us plan for a life on the beach, under a palm tree. Verse put our priorities and aspirations first. We highly recommend them.”

Michael and Elyssa

“Verse really took the time to get to know us and understand our values and goals. Now we have a financial strategy has given us confidence in our long term direction and the peace of mind.”

Nat and Sarah

“They’ve helped us feel more in control of our finances by developing a longer term strategy, which has given us confidence and peace of mind that we have a sound financial plan leading up to retirement.”

Neville and Glenys

“The whole Verse Team have been an absolute pleasure to work with right from the start. They have in-depth knowledge of a lot of financial concepts that are beyond us, but also the capability to explain these in a concise manner.”