Services

Our advice embraces
your entire financial life.

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Your situation will dictate what combination of services and advice you need to make the most of your resources. 

Strategy

Helping you make the big decisions about whether to invest, contribute to super, pay debt, buy a new home, start a business, sell assets and much more. It’s about the balance of achieving your goals, limiting stresses and growing your wealth to create freedom in the future.

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Cash flow

Getting your cash flow right is essential. You’re never going to achieve your goals if you can’t manage your money. We help people take control of their money by bringing structure, accountability and clarity to what you spend, and increasing your savings.

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Investing

We create diversified and transparent portfolios that are aligned to what you’re trying to achieve. We’ll educate you, set realistic expectations and manage your emotions through the ups and downs of markets. We use independent research, analysis and ratings to support our recommendations, to ensure your assets are in good hands at all times.

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Super

Choosing a fund, getting the investment mix right, making contributions and more. We’ll make the complexities of super seem simple, so you can maximise your nest egg and have the confidence that your future will be just fine.

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Retirement planning

Ensuring you live the retirement you deserve takes careful planning. As you get closer, we’ll map out a strategy to maximise your super, consider more conservative investment strategies to reduce portfolio losses and use modelling to anticipate your capacity to live your best life through retirement.

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Tax

You shouldn’t pay more tax than you need to, as less tax means more money to create your best life. We’ll help you use the rules to your advantage, by investing tax effectively, maximising deductions and working with the right accountant.

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Property

Whether it’s getting into your dream home, first home or investing through property, we’ll help ensure you avoid common property mistakes. We will guide you through the property buying process with the help of exceptional mortgage brokers and property specialists.

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Coaching

When it comes to your money we're not just strategists, we're coaches. That means things like improving your relationship with money, keeping you accountable, leaning into hard conversations, steering you away from the herd and managing your emotions during rollercoaster investment markets.

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Debt management

We’ll guide your decisions about what debt to take on and create a strategy to pay it down. We’ll work closely with your mortgage broker to ensure you debts are always well structured and you’re not paying more interest than you should.

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Employee share schemes

If you’re working for a tech start-up or listed company, we can help navigate the complexities and sometimes life-changing opportunities of RSU schemes, ESPP offers and ESS. We’ll help you make important decisions around risk, diversification, capital gains and more.

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Financial modelling

We’ll help you join the dots between your resources, your strategy, and your financial future. Our modelling will help you know whether you're on track, and give you context for trade-off decisions about goals & strategies.

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Estate planning

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.

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Investment management

Learn more about our approach to investment management, we call it intentional investing. It’s designed to ensure your portfolio is goal-driven not just return driven, so that your investments are truly working for you.

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Mortgage broking

Debt is often a pathway to what you want, whether it be a new home, needed renovations, an investment property, purchasing a car, freeing up cash for investing or private school. We'll help you find the right loan to suit your needs.

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Extended Services

Think of us like the air traffic controller to your financial life. We’ve built an impressive network of advice partners across accounting, property, mortgage broking and law that we’ll call in at the right time to collaborate with and execute your strategy.

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Think of us like the air traffic controller to your financial life. We’ve built an impressive network of advice partners across accounting, property, mortgage broking and law that we’ll call in at the right time to collaborate with and execute your strategy.

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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
C
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