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Estate Planning

Take care of loved ones and future generations.

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IntroCase StudyFAQ
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Transferring wealth to future generations is about more than what you leave in your will.

We’ll guide you through the choices that influence how effectively you pass resources onto loved ones and ensure your intentions are aligned with your plans.

Meet Gary & Sue

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FAQs

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Corey Wastle
CEO

Dad to Brady, Charlie & Archie. Golfer. Lifelong learner. Hyrox athlete. Loyal Saints fan.

Clients

Pre Retirees
Get retirement ready
Professionals
Accelerate progress
Lump Sum
Turn money into freedom
High Net Worth
A beautiful life and legacy
Business Owners
Manage your financial life

Services

Retirement planning
Super
Investing
Strategy
Tax
Financial modelling
Cash flow
Employee share schemes
Private markets
Property
Debt management
Coaching
Investment Management
Estate planning
Mortgage broking
Extended services
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Services
Retirement planning
Super
Investing
Strategy
Tax
Financial modelling
Cash flow
Employee share schemes
Private markets
Property
Debt management
Coaching
Investment Management
Estate planning
Mortgage broking
Extended services
Clients
Contact

The information provided on this website is general in nature and does not take into account your personal objectives, financial situation, or needs. Before acting on any information or advice, you should consider whether it is appropriate for your individual circumstances.

Verse Wealth acknowledges the Traditional Owners and Custodians of the lands on which we work and pay our respects to Indigenous Elders past, present and emerging.

All rights reserved. Authorised Representatives of Verse Wealth Licensee Services Pty Ltd. AFS Licence No. 523541 | ABN 51 641 069 203