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Live the retirement you want.

Multi-award winning financial advice to create wealth, happiness and freedom.

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S
Sue M

Knowledgeable, approachable and knows their stuff. I'll be recommending Verse to all my friends.

February
2024
5.0
S
Shravan S

Tim advice and guidance on the home loan process was fantastic.

October
2023
5.0
A
Alejandro P

Amazing experience from start to finish.

September
2023
5.0
D
David S

I've finally found a Financial Adviser that has genuinely got my best interests, and my life goals as their #1 priority.

September
2023
5.0
M
Michelle E

They've gone out of their way to help me understand anything and everything with our finances.

September
2023
5.0
S
Salvatore C

We're in such a better position financially.

August
2023
5.0
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Chip M

Walked us through every single step. Anticipated problems and planned around them.

June
2023
5.0
A
Ant Y

Great people, professional, smart, value adding, up-to-date and supportive.

February
2023
5.0
J
Julia T

I can put my financial worries to the side. They've given me the reassurance that my financial future is positive.

February
2023
5.0
M
Mihilini F

Went above and beyond.

January
2023
5.0
B
Barbara W

I feel more in control of my financial future now.

November
2022
5.0
K
Kara B

Thanks for all your advice and guidance in setting up a financial plan for our future in which we feel really confident.

November
2022
5.0

Meet Sue

​Sue and Rob wanted to retire but didn't know whether they could, or how best to achieve it. Now, they're living the life they want with comfort and confidence.

Meet Jim

Once DIY-ing his investments, Jim knew he could be making better choices. Now he’s got the right investments, real financial freedom, and can live without the worry.

Meet Ann

Once uncertain about her options and financial future, now Ann has a plan, confidence and is achieving more than she thought was possible.

Want to be retirement ready?

Living the retirement you want starts with planning for it. Our guidebook offers step-by-step advice to help you navigate your way to a better life in retirement, with less worries.

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Get clarity.

When it comes to the big decisions in life, it can be hard to know which way to go. We’ll get to know you, and develop a strategy based on what you value. You can say goodbye to confusion and indecision.

Create freedom.

We’ve all got a desire to have more choices and less roadblocks. Our experienced team will help you resolve financial worries, build resources, and free up your time and energy for what’s important.  

Have confidence. 

Feeling uncertain about the future? It’s hard to know how our decisions and actions will impact our future selves and lifestyle. We join these dots and turn uncertainty into certainty.

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Market & Economic Update - August 2023

Awarded & recognised.

Choosing an adviser is a big choice, so you need to get it right.

We’ve built a reputation based on exceptional people, innovation, and above all, helping clients get results. 

Recent awards include:

  • 2022 Goals Based Adviser of the Year (IFA)
  • 2021 Individual Excellence Award (IFA)
  • 2021 Client Outcome of the Year (IFA)
  • 2020 Advice Innovation Award (FPA)
  • 2020 Client Servicing Adviser of the Year (IFA)

As featured in

The Australian
Herald Sun
AFR
7 News
Money
Yahoo Finance
ABC