Live the life you want.

Multi-award-winning financial advice to create freedom, happiness and security.

180+ 5-Star Google Reviews

A good financial adviser gets to know your money. A great financial adviser gets to know you.

S
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
M
Michelle E

They've gone out of their way to help me understand anything and everything with our finances.

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
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

Want to be retirement ready?

Living the retirement you want starts with planning for it. Our Guidebook offers step by step advice.

Prepared by Verse Experts
  • Create more choices
  • Feel secure
  • Know you're on track
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When your money is truly serving you.

Sonia

After her divorce, Sonia felt she didn't have a real strategy. She's now got one, and a whole lot more.

Angela & Patrick

How can we realise our ideal retirement but not sacrifice our lifestyle along the way?

James & Jeff

Professionals making great money but it wasn’t working for them. Now, things are very different.

Dean & Wendy

Despite getting financial advice for a decade elsewhere, they still felt they didn't have a real plan.

Ann

Once uncertain about her options and future, Ann is now achieving more than she thought possible.

Gary & Sue

Working, working, working. When do you know that you've got enough?

Rose

Despite being a successful CEO with a great income, Rose had no control, strategy or plan.

Sue

Sue and Rob wanted to retire but didn't know whether they could, or how best to achieve it.

Jim

Once DIY-ing his investments, Jim knew he could be making better choices.

Create freedom.

We’ve all got a desire to have more choices and less roadblocks. We’ll help you resolve financial worries, build resources, and free up your time and energy for what’s important. 

Feel secure. 

Not feeling the financial security that reflects your hard work? You’re not alone. The right advice will help you save more, invest better, improve net worth and most importantly, cultivate peace of mind.  

Have confidence. 

Feeling uncertain about the future? It’s hard to know how our decisions and actions will impact our future selves and lifestyle. We join these dots and turn uncertainty into certainty.

Experience the upside, and confidence.

On average, our clients are $189,591 better off after 5 years, and $1,409,920 after 20 years.

With Advice
Without Advice

Who we
work with

We like to help as many people as we can, however, we're best suited to these types of people.

Get your Financial Wellbeing Score.

It's a measure of how you currently feel about your financial life, by assessing your level of control, confidence, and clarity across a range of important areas.

Take the Quiz

Wildly different to the industry,
wildly better outcomes

We've been recognised for market-leading client service, client outcomes, and innovation in advice.

Verse Wealth Logo
Others
  • Get to know you, then your money
    Get to know your money
  • Tailored by values and goals
    Cookie-cutter
  • Transform your financial wellbeing
    Underwhelming impact on financial wellbeing
  • Treat money as a resource to live life
    Fixated on retirement and dying with money
  • Your whole financial life
    Super, insurance and investments
Highlights
Verse awarded Self-licensed Firm of the Year
We were honoured to accept this prestigious award recognising the combination of client success, innovation and professionalism.
Read more.
Verse wins Client Servicing Company of the Year
We’re grateful to be recognised for our commitment to making a difference to our clients and providing a market-leading client experience.
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Make America Tariff Again
Investors looked upon the election of Donald Trump with some scepticism, but had for the most part assumed (or hoped) that he would, on net, do more good than bad for American businesses.
Read more.