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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Tim M

If you are looking for down-to-earth, real-world, values-based financial planning I couldn't recommend Verse Wealth highly enough. Based on customer reviews, Verse were the only financial planners I consulted and I couldn't have been happier with the whole process. I also highly recommend my adviser, Lucy Atkinson. She's is an incredibly impressive individual who took real time to help me establish clear financial goals based on my values. An world-class operation.

February
2024
5.0
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Sue M

Stevie is wonderful. I am so lucky to have found her. Knowledgeable, approachable and knows her stuff, I will be recommending her to all of my friends. Thank you Stevie.

February
2024
5.0
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Kamal K

Tim at Verse has helped us secure a mortgage and our first property. His responsiveness throughout the process was thoroughly appreciated and helped instill a bit of confidence in what is otherwise a very stressful process. I would definitely ask for his help again in the future if we were to look at another property purchase. Recommended. 👍

December
2023
5.0
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Fiona C

Outstanding services. Knowledgeable, supportive and patient

December
2023
5.0
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Kate M

We cannot speak more highly of our dealings with Verse. Josh was an absolute pleasure to deal with. Josh was extremely helpful and answered any questions or concerns we had very quickly. We were never left waiting for an email or call back. The service really felt personalised, and we really felt like Josh and the team understood our position and how best to help us, so that we can be more financially secure in the years ahead. We were very surprised by making a few simple changes how much better off we would be in the future, compared to had we not contacted Verse at all. The whole process was very easy and well set up, and we feel that we could always go back to Josh and his team if our situation changes, and we needed more support. Overall we are so pleased we made the decision to work with Verse and Josh in particular. Thanks Josh and the wonderful Verse team.’’

November
2023
5.0
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James J

Verse Wealth provide an incredible service. They are a dedicated team of professionals.

November
2023
5.0
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Shravan S

Tim Dang's advice and guidance on the home loan process was fantastic. It was a pleasure working with Verse Wealth.

October
2023
5.0
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Anna B

I highly recommend the Verse Wealth team and Ellie for all your financial portfolios. If want One on One personal tailored real world financial advice this is the team for you.

October
2023
5.0
A
Alejandro P

Amazing experience from start to finish. Couldn't be happier with the professionalism and experience. Time Dang provided excellent and accurate advice which got us into our new home without a hitch. If you need mortgage broking I would recommend Tim and Verse Wealth to everyone.

September
2023
5.0
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Ryan H

Brilliant and professional from start to finish. Highly recommend.

September
2023
5.0
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Anne P

We were slightly cautious at the start because one hears so many stories about bad financial advisers. From the start, though, it was very apparent that Verse Wealth was a very professional operation. We quickly found rapport with our individual adviser - Stevie-Jade Turner - and have greatly appreciated her advice and that she 'gets us'. The modelling is fantastic, allowing you to see different outcomes depending on the choices you make. We cannot recommend Verse Wealth highly enough.

September
2023
5.0
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David S

After having shopped around for a bit, I have finally found a Financial Adviser that I believe has genuinely got my best interests, and my life goals as their # 1 priority. After 12 months, I no worry about how our money has been invested and who is watching over it - and that is worth a huge amount to me. Highly recommended.

September
2023
5.0