It’s not just about money - it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone.
We’ve recreated and redefined financial advice - we call it financial life management. It’s based on the understanding that your life and finances are inseparable, and money is just a resource to give you choices so you can live the life you want.
Your life is your life, and financial advice needs to reflect it. We’ll align your strategy and choices to your values and intentions. There’s nothing cookie cutter here.
We’re here to guide choices that optimise your life, not just your finances - which is about more than just retirement and dying with money.
We don't take commissions, which means you’re our only priority and we aren’t incentivised to push products you don’t need.
Let’s cut to the chase, you’ve got goals but you’re here to make money. Our depth of knowledge, experience and strategies will make sure you do.
No one wants to be overwhelmed with financial jargon and industry speak. We’re obsessed with simplicity, so you’re empowered and feel in control.
We believe that feeling good about your financial life is achievable for everyone. We’ll help you identify the stresses and worries, and replace them with confidence and clarity.
A free video session to schedule and prepare you for two sessions with a Verse Financial Adviser. We’ll do this by understanding your motivations for advice, capturing any burning questions you want answered, and letting you know what to expect. Once booked, you’ll get an email and SMS to let you know how to prepare for the Introductory Chat.
An honest conversation to clarify your values such as family, freedom and security, define your intentions such as travel, work less and retire, and discuss your current level of financial wellbeing. This session enables us to truly personalise the advice and guidance, and will give you a framework to make choices that optimise your finances, and your life.
We’ll paint a picture of how you can use your financial resources to create wealth, plan for future intentions and improve financial wellbeing. We’ll explore potential strategies and explain relevant financial and investment concepts. During the session, you’ll receive a client agreement to confirm the service and fees.
Over the first few months together, we’ll get you financially organised and develop a strategy that's right for you. Beyond that, we’ll be in your corner consistently to help you navigate the uncertain journey of life. Whether it’s having children, the career change, a scary new mortgage, failed relationships, falling markets, or just changes to tax, interest rates and super - Verse will help you bounce through it all.
Traditional financial advice has focussed on sales, products and commissions. We’re obsessed with people, value and impact.
