Think of us like the air traffic controller to your financial life. We’ve built an impressive network of advice partners to help execute your strategy and ensure nothing is missed, as everything counts.
The professionals and firms we partner with share the same commitment to high standards of advice and service as Verse. We do not take any referral fees or commissions from our advice partners.
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.
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.
We’ll make sure you’re partnered with a great mortgage broker who has access to a wide range of lenders offering hundreds of mortgage products. They’ll guide important loan structuring choices around term, rates, repayments, as well as managing the process end-to-end with the right lender.
Our partner mortgage brokers can assist with new home loans, investment property loans, refinancing, equity unlocking, first home buyer loans, construction and renovation loans and asset finance.
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.
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.
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.
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.