Extended Services
Think of us like the air traffic controller to your financial life. We’ve built an impressive network of advice partners to help execute your strategy and ensure nothing is missed, as everything counts.
The professionals and firms we partner with share the same commitment to high standards of advice and service as Verse. We do not take any referral fees or commissions from our advice partners.
Tax & Accounting
We’ll connect you with a client-focused accountant or firm who can provide the guidance, expertise, and results you or your business need. When valuable, we’ll collaborate with your accountant to maximise the tax efficiency of your financial life and execute your strategy.
Our partnered tax and accounting services include individual tax returns, income tax planning, entity establishment, business advisory and structuring, virtual CFO, bookkeeping and SMSF financials and compliance.
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Property
When it comes to property investing, the quality of the assets you own is the difference between winning and losing. We’ll introduce you to property advisors who can help you find, assess and acquire investment grade properties for your portfolio.
Our property partners provide advisory services across residential and commercial property investing, development, portfolio reviews and access to national research to determine when to purchase. We also have partnered home buying services for clients.
Legal
We’ll introduce you to an estate planning professional to assist with designing an estate plan that aligns to your wishes, which may include guidance on testamentary trusts and powers of attorney.
When the time requires it, we can also introduce you to legal professionals with expertise across estate administration and litigation, family and relationship law, workplace relations, conveyancing and more.
Insurance
We determine the risks relevant to your situation and advise you on the right insurance cover to protect you and the family. We don’t take commissions, which means cheaper cover for you.
