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Absolutely! Here’s a more informal version of the review: --- I just had to give a shoutout to Ria at Verse Wealth! She did an amazing job planning our finances and seriously blew our minds with the options she came up with. We never would have thought of some of the strategies she suggested, and she saved us a ton on taxes too! Ria made everything super easy to understand and really took the time to get to know our situation. It felt great knowing we had someone looking out for us. If you're looking for someone to help with your finances, I can't recommend Ria enough. She's awesome! Sources
We had a really fantastic experience with Josh! He's easy to talk to, and gave us useful, practical advice. We now feel much more educated about the financial decisions we make
We began consulting with verse when I was pregnant with my second child. The zoom sessions were amazing and well worth our time. I felt like they really took the time to get to know us and our families situation and goals. When my son was born they sent me a beautiful custom made blanket with my son's name on it. Seriously how lovely is that! We look forward to doing our financial dealings with verse in the near Future. Thanks team for you time and lovely gift.
Wonderful investment/lifestyle advice. Working with Corey at Verse has turned around our financial position and secured our financial future. We are very grateful that we embarked on this journey.
We have been with Verse for almost 2 years now and have had a great experience with them. When meeting Corey I loved his personable nature and wealth of knowledge. What stood out for me was the genuine interest in us as a family and our hopes for the future which drove allot of the financial decisions and guidance from Corey. I would definitely recommend the Verse team if you would like to have better control over your finances to suit your lifestyle.
We needed financial advice on how to best leverage our income: for superannuation, investments in the market, personal insurance, and our budgeting strategy. We decided to give Verse Wealth a go. The face-to-face and Zoom conversations we’ve had and the financial planning advice they’ve given us since that first, tentative email have set us on a path that's increased our confidence, solidified our finances, and gained us advisers we knew we could trust. From the beginning, Daniel, Corey, and the team exhibited the utmost professionalism. They were transparent and concise in their communications. They were truly concerned for our well-being and sought to understand us as people, allowing us to dig deeply into what truly mattered. From there, the team tailored a plan that served to not only give us the tools to move forward in a sustainable way, but to educate and to empower us as well. I believe they’re the best the industry has to offer. We continue to lean heavily on their wealth of financial knowledge and their focused delivery. We knew we were in the best hands during the middle of our first engagement; after today’s check-in, I am certain we continue to be, even when facing economic uncertainty. Whatever your level of financial literacy, however more or little you know, I really could not recommend Verse Wealth enough. We are very, very grateful to the team for getting us as far as they have on our financial journey!
Very happy with the professional service provided to us by Verse. Corey has really helped to give us certainty and direction for our future plans. The financial advice we received was tailored to our personal circumstances and also encompassed wider aspects of life. Corey is only too happy to take the time to fully explain concepts and share his wealth of knowledge. The financial project we undertook stretched over a long period due to our personal circumstances and world events but nothing was too difficult for VERSE who kept us informed, updated and moving when we needed to. They have been great to deal with as people and also have modern easy processes in place for conducting business. Thanks Verse!
I'm very impressed. Corey is both skilled in financial planning, and an honest, authentic and helpful professional. He focused on our needs and well-being, not on signing us up to an expensive program which seemed to be the focus of some of the planners I approached when doing my due diligence. He is easy to understand too. If you are looking for a financial planner, book in a session with Verse. I'm sure you'll be impressed too.
I can't believe that Daniel and I have been together for almost 12 months - what an amazing, fun and life-changing journey we have had so far ! Daniel's ability to put financial talk into normal speak with a few laughs in between, has given me the confidence to plan for my future by setting realistic and achievable goals that are all about me ! On a personal note, Daniel always has his listening ears on, is caring, empathetic, supportive and understanding. He is wise beyond his years and really looks the part with his COVID-19 beard. So when he recently told me that "time heals all wounds", I believe him ! Daniel - Thank you for sharing you with me. I can't wait to see what our next 12 months together has to offer !
We are so very grateful for all the support and guidance we received from Verse Wealth. Our initial conversation with Verse Wealth was engaging and informative, they listened and understood our goals and dreams. We are particularly grateful to Daniel for his professional knowledge and insight. We highly recommend Verse Wealth and thank them fr their amazing work.
I cannot recommend Verse Wealth Highly enough! Daniel was absolutely fantastic in all aspects, polite, informative, patient, kind, understanding and great from whoa to go! I am very happy and satisfied with the great service and now my finances are working hard for me, thanks to Daniel at Verse Wealth
We had a great experience discussing our financial planning needs with Ashley. Ashley is very professional and makes clients very comfortable to discuss their individual circumstances and needs. We would highly recommend Verse wealth.
Corey and his team provide an excellent service. I would recommend them to anyone without any hesitation. They spent time understanding me and my financial goals, using this to develop a plan tailored for me. They ensured that I understood each element of that plan and that I was comfortable with it. They also supported me greatly in the execution of that plan, putting me on their Smart Money program which has fundamentally changed the way I manage my finances. In the 7 months since I first met with Corey, I've made so much progress against my goals and come so far. I now have a lot more confidence in my financial future because I have a great strategy with measurable goals, which means I know where I'm heading. If you are thinking of getting in touch with Verse, my advice is don't hesitate! They are great at what they do and can definitely help you to take control of your financial situation to live your best life.
Just had the first financial assessment with Corey. I have really appreciated his honesty and know-how. Highly recommended if only for this introductory session.
Great crew. Cheers for the great advice.
The team at Verse Wealth, Corey and Ash were very helpful and allowed us to get our finances on track. Put us in touch with the right people and cannot recommend them highly enough. Do yourself a favour and get in touch with them. You won’t regret it.
We have been so confident with our fiances since we started with Verse Wealth. Verse Wealth is a group of young,smart and energetic folks with a wealth of knowledge. We have been working with Ashley Bishop and have had such a great experience. Ash has broken down the big financial concepts for us into small bits so we can understand and gain confidence on where we should put our money. The late evening sessions have been a big plus. I highly recommend Verse Wealth!
We had an excellent experience with Verse. Their process was well thought out and communication was clear from the start of the project through to completion. The Verse team went above and beyond on multiple occassions to deliver us a great financial outcome.
We'd just like to reiterate our utter gratitude to Corey and the team at Verse Wealth for helping educate and inspire us to take greater control of our financial wellbeing. We feel confident that our behaviours have changed, our knowledge has improved and our future is looking bright having gone through the program. Thanks team!
Verse Wealth are great. They are honest about what services you do and don't need, depending on your financial situation (no hard selling!). Stuart was incredibly attentive, providing thoughtful insights to my questions and concerns. He followed up promptly with some great resources to assist me on my financial journey. Look forward to working with Verse Wealth in the future!
My partner and I approached Verse for advice after finding ourselves unsure of how best to approach our financial future. Initially we were hesitant and skeptical of financial advisors, after hearing horror stories from friends and the news, however we can now say that the simple steps and straight forward advice from Corey and the team has given us confidence and clarity about what we are doing and helped us feel a stability we didn’t previously have. The most valuable aspect of our interactions with Verse is that their process made us have money conversations as a couple, which has brought us into alignment, gotten us on the same page and in agreement on the same plan, in a way that we would never have done without their service. I never write Google reviews & now look at this! A full paragraph! Happy to do it because the service is worth it and probably life changing. Highly recommended. Thank you very much Corey, Fritzie & team.
I've had a very positive experience with Verse Wealth and I certainly recommend them strongly. I reached out to Verse Wealth to create a long term financial plan to gain clarity and ensure I am able to achieve my long term goals and maintain my standard of living. The folks at Verse have been nothing but professional and systematic in their approach. Ashley took the time to understand my current situation and goals, and based on that provided very clear comprehensive advice that was easy to understand for a layman. Communication was always on point and followup actions by Fritzie were very swift. I intend to continue taking advice from Ashley and the Verse team in the future.
We really enjoyed our experience with Glenn at Verse. The questions really prompted us to think about goals (not just financial) and at the end of the process we have a clear plan with our finances. The implementation was really quick, and Fritzie was super responsive.
Verse Wealth is an amazing team of professionals who went over & above to understand my life objectives & finance goals. The team developed a relatable and realistic plan for me to become confident and excited about my financial future and have truly set me up for success both short term & long term!
Glenn from Verse has been truly outstanding. Highly professional & competent with great communication skills to really understand what is important to us. We really felt that throughout the process we were the focal point and our interests came first & foremost. Even after the finalisation of the current project Glenn was available to provide advice on critical matters. His advice made all the difference for us in realising our goals. I could not have asked for a better level of service or expert advice.
We’ve had an outstanding experience working with Lucy, Tianna, and Fritz at Verse Wealth. They’ve gone above and beyond to understand our goals and have been instrumental in helping us achieve them. The team makes everything incredibly easy, and their proactive approach means we never have to follow up – they take action promptly and effectively. It’s been such a relief to have full confidence and trust in what they do. Highly recommend!
Would highly recommend Verse. Alison was brilliant to deal with and delivered everything I was after. Very happy with the price for the advise too.
I absolutely adore these guys/girls. Lucy and Tianna have been incredible, took me from financially illiterate to not-quite-Warren-Buffet but definitely getting there. Super practical, pragmatic and genuinely take into account your personal lifestyle goals and aspirations. They don’t throw a one-size-fits-all strategy at you; rather they work with you to understand your motivations and what has the potential to stop you from reaching your financial goals. Could not recommend them more highly.
Ria and the team at Verse were absolutely phenomenal. Their unique and sincere approach to understanding you and what you want to take out of life, translates to awesome discussions that bridge the gap between money and goals.
Thank you. I received a great help and support in right time from the people in Verse Wealth
I had a great experience with Stu and SJ. They took the time to really understand my needs and were committed to ensuring I was 100% comfortable with my financial strategy. Everything was explained clearly and at the right level of detail for me. And it’s always great working with genuine, down-to-earth and friendly people. I’m glad I chose Verse and I look forward to working with them again in future. Highly recommended :)
Tim at Verse has helped us secure a mortgage to do renovations and upgrades on our property. His responsiveness and assistance was above and beyond what I thought was expected and really appreciated and made the process so easy for us. I would have no issue in recommending Tim to anyone who is thinking of doing the same. Thanks Tim. Thoroughly Recommended him. 👍
Elly and the team @ Verse Wealth are fantastic. Very knowledgeable, trustworthy, professional and patient when giving advice. Verse runs a very slick operation! Grateful to have found them!
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.
Being a new client this year and meeting Lucy who has helped me with my financial goals has been a great experience and I feel on track again. It’s like a one stop shop as meet Tim through Lucy for my mortgage requirements and Tim has been such a great help throughout the process. I would highly recommend family and friends to Verse Wealth!
Honest, trustworthy and very personable and insightful advice and support. Verse facilitated and encouraged us to get to a position we hadn’t considered possible.
Stevie-Jade was our advisor and we couldn't have been in safer hands, she has been a delight to partner with on this extremely, challenging journey. Friendly, extremely efficient, prepared, super knowledgeable, empathic and above all else available!!
The advice has been immediately valuable. I did not expect so much background work and actions to be completed by the team; this was a great plus. I'm very happy with the ongoing, proactive involvement. Also, Ellie has been incredibly helpful and provides consistently great advice. I've already started passing on Verse to other people and plan to do so more. Many thanks!
Fantastic experience. Both Lucy and Tiana provided me with general advice and modelling that help me to better understand my current financial situation and future options. Very professional, honest and real
I love being treated as an individual person, separate from my husband, and Verse Wealth do this Really Well! (Thank You!!) Corey and Ellie have gone out of their way to help me understand anything and everything with our finances. With a less than conventional lifestyle, it's been great to have someone to talk things through with. I'm very appreciative. I believe everyone would benefit from having Verse Wealth in their lives!
Well what can I say. From not understanding our finances and not getting the best out of our situation, to being in such a better position financially. The help and support Corey and Ellie gave us over our 2 year journey so far has been nothing short of incredible. Couldn't recommend high enough and we are truly thankful we got the advice we did. They really go above and beyond to listen and understand what we were going through!! Great job!!
The process to date has been so easy. Ellie has explained everything well and always asks if I need further clarification or have any other questions. The documents provided are very thorough and help to understand exactly what is being implemented. The projection video is extremely insightful and gives a great view of the years to come and the position I will be in. Overall, extremely satisfied to date with the services provided.
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.
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.
Brilliant and professional from start to finish. Highly recommend.
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.
Verse Wealth provide an incredible service. They are a dedicated team of professionals.
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.
Tim Dang's advice and guidance on the home loan process was fantastic. It was a pleasure working with Verse Wealth.
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.’’
Outstanding services. Knowledgeable, supportive and patient
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. 👍
I first met James over a year ago. I am very picky on who I would like to listen to for advice since there is a lot of noise out there. I have had the pleasure of spending time with James and listening to his passion about financial advice. I truly feel he is extremely genuine and is someone I recommend in a heart beat.
Love how open and friendly James is. He has continuously exceeded my expectations. Thank you so much
Sensational team that provide considered and holistic advice! They are constantly looking at ways of improving their process and offering, and are exceptional on their communication.
Thank you James for all of your help
Verse Wealth is what financial advice should be!! A focus on what matters in life, personally tailored to each individual. Actually seeing clients tick things off their bucket list and sharing the journey with them.
James and Corey are not only professional in their approach but they genuinely care about their clients. The way they do business is genuine and they show lots of empathy to their clients. Keep up the good work guys!
Cracking couple of fellas that run a great business focused on client outcomes
Verse Wealth are a very dynamic team. I recommend touching base with them to kick start your pathway to financial freedom.
Having James and Corey in your corner is one of the best decisions anyone can make. They are genuine, caring, and very supportive to help you achieve your financial goals!
Unique, fresh, inspiring
Corey and James really know their stuff and are committed to their clients long term financial outcomes. They live by their stated values and really understand the importance of client relationships coupled with smart processes to provide high value ongoing advice. Its a pleasure to refer our clients to Verse Wealth. Clint Waters AXTON Finance - Hawthorn East.
I have never met more caring, energetic and passionate people like the team at Verse! They are all beautiful and warm individuals who live life to the fullest and who inspire others to do the same. They take the time to understand the person you are and they absolutely thrive on helping people achieve their dreams.
Rockstar team focused on adding real value. Stand up professionals.
The values of Verse Wealth are inherent in the personalities of its founders, Corey and James. Their passion for transparent, independent and meaningful advice is an asset for their clients and the industry as a whole. Keep up the great work!
Independent, holistic advice.
Corey Wastle, what a legend he is, doing some wonderful things at present to help many people like myself to achieve their financial goals, best Financial Planner I've ever come across in my life, best Financial Planner one could ever find in this world I must say. If you or any of your mates or family members ever need any financial advice, simply get in touch with him via Verse Wealth page, I bet, you won’t be disappointed at all.
Highly recommended! With financial planning, sometimes it's hard to know where to start but a conversation with the guys at Verse makes everything clear and easy to understand.
James, Corey and the team at Verse are a breath of fresh air in the financial planning industry, particularly in terms of their transparency and integrity. The way they deliver their services is innovative, educational and a very positive experience. Highly recommend.
Both James & Corey take a new approach to financial advice. They are invested in helping you achieve your goals by tailoring financial plans from the ground up to reflect your personal circumstances. They understand that wealth creation and management is achieved through an approach that considers all elements of your life. I would definitely recommend the team at Verse Wealth to all of my family and friends.
We found Verse through their good ratings on Google. Ashley and Josh from Verse developed a financial plan for us over a few months. Our experience was really great. They were transparent about pricing and what was in-scope, and delivered useful and actionable advice. I particularly appreciated that they paid close attention to what we told them, and that they took the time to understand our situation, plans and goals. I highly recommend them if you’re looking for financial advice!
Thanks so much to Ellie and the team at Verse Wealth for all their advice and guidance in setting up a financial plan for our future in which we feel really confident. Ellie took the time to understand our values and goals, and was always available to answer any question at each stage of setting up our plan. We are so appreciative of Ellie and everyone at Verse. Thank-you!
Thank you Ash and the team at Verse. Ash was so easy to speak to and made it simple to understand the steps I needed to take control of my finances and my future. I wish I had done this sooner.
Feeling alot more confident financially after engaging with Verse. They listened to our current and future needs, which made the planning and implementation stages of the journey seamless.
I feel more in control of my financial future now.....which speaks volumes in these uncertain times. Ellie was very patient, knowledgeable, available and compassionate and made the learning process easy. Very happy.
Ellie from Verse was a phenomenal support to help get my finances sorted. She's extremely competent, personable, and took the time to really understand me, what I wanted and how to best execute it. She constantly followed up to help me get started and made sure I was getting things done and always offered to help when needed. This was such a great investment - thank you Ellie and team.
So very greatful for the above and beyond effort Tim went to to get us where we are today ! Cannot thank him enough
We have had the pleasure of working with Tim over several years now. His financial advice has been tremendous through the various stages as our family has grown. He works very hard, will always have more than one option plus a back up plan and is always available to answer our queries. He has made the impossible possible in our recent endeavour in building our dream home. Tim has always come through for us in delivering the best results in no time!
Tim (mortgage broker) and Ellie (financial advisor) from Verse Wealth were both excellent. From the initial consultation to the wrap-up meeting, my husband and I felt that they understood what we were trying to achieve and made the whole process of financing and purchasing a family home and getting our finances in order as painless as possible. They were both incredibly personable and went above and beyond to make us feel comfortable and answer all our questions. Would highly recommend them both, and Verse Wealth, to anyone.
So glad I sought advice from Verse, they've clarified and optimised my finances, worth every cent.
Verse is a super accessible, really modern service for those who might be new to, or wary of, financial advice. Ellie, our advisor is awesome - she really takes time to listen deeply and understand our needs, then frame the advice to us in a way we can both hear, and action it. She's been incredibly patient with our multiple delays and never makes us feel pressured. We feel really confident with our plan - it's practical, personalised and actionable. 5*!
Professional service and putting the goals of their customers first. Stevie Jade was excellent to deal with and has come up with solid strategies to achieve our financial goals.
I had the pleasure to work closely with Daniel Donovan. He is a true professional, is VERY knowledgeable and an excellent communicator. I can understand why Verse Wealth have only received 5 star reviews. My experience with Daniel has given me the reassurance that my financial future is positive, which means I can put my financial worries to the side. Daniel went above and beyond with ensuring that I understood every aspect of my financial plan with the assistance from his wonderful team, who were all so lovely to deal with. I am more confident in understanding my finances and look forward to my future.
Great people, professional, smart, value adding, UpToDate and very helpful and supportive.
Working with Ellie and her team has been pure joy and has improved our life so much. I would highly recommend this service to anyone who wants to feel better about their future.
Verse Wealth gave my parents SO much clarity in a very complex situation. Ashley was incredibly helpful, and showed the compassion my parents needed after some poor advice (not from verse wealth) We are very greatful for the life tools Verse Wealth were able to provide us with. Forever thankful is an understatement. Highly recommend the team!!
life changing help from tim in lining us up with a much better lender, consolidating several debts and completely restructuring our finances, resulting in such a better outlook on our situation going into the future. can’t recommend tim and the team at verse wealth enough!
Josh had incredibly helpful advice and referred me to a financial advisor for my specific needs. Really appreciate it!
Well done Corey , great company and great people to deal with.
Speaking to mortgage agent aspect. Our agent Tim Dang was spectacular. Actually feels like he's looking out for your best interest rather than the bank's. Took the time to get to know our financial situation. Was always available to answer even the silliest of questions. Walked us through every single step. Anticipated problems and planned around them. Would been such a worse experience without him, and I will be coming back again.
Corey and the team at Wealth have been nothing but incredible! The quality of the advice has been paramount and the impact it has had on my business and outlook has really helped. The service was personalised and the communication style Corey adopts is caring and honest with the utmost expertise and competence whilst being completely transparent regarding fees. I would strongly recommend the Wealth Team to anyone looking for expert advice to secure peace of mind and a brighter future.