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.
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.
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. 👍
Outstanding services. Knowledgeable, supportive and patient
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.’’
Verse Wealth provide an incredible service. They are a dedicated team of professionals.
Tim Dang's advice and guidance on the home loan process was fantastic. It was a pleasure working with Verse Wealth.
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.
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.
Brilliant and professional from start to finish. Highly recommend.
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.
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.