Verse Wealth
www.versewealth.com.auAt Verse, we take a wildly different approach to financial advice. It’s personalised, impactful and multi-award winning. It’s based on the understanding that your life and finances are inseparable, and money is just a resource to give you choices and help you live the life you want – so your money is truly serving you, rather than the other way around. • • • • • • • • • • • • • • • Our role on your Journey is to help you: 1. Make intentional choices – based on your values and intentions. 2. Build your wealth faster than you can alone. 3. Improve your overall financial wellbeing. 4. Guide you through investment markets. 5. Identify blind spots and avoid costly mistakes. 6. Understand the impact of your choices on your financial future. 7. Manage changes in legislation and the economic environment. 8. Provide knowledge, perspective, and good judgement. • • • • • • • • • • • • • • • Our advice embraces your entire financial life. This includes strategy, cash flow, investing, super, retirement planning, tax, trusts, employee share schemes, debt management, property, insurances, and estate planning. • • • • • • • • • • • • • • • We’re proudly independent. We operate with no commissions, no kickbacks, and no incentives to recommend particular financial products. • • • • • • • • • • • • • • • Geography is no barrier. Australia wide, we’d love to hear from you. www.versewealth.com.au
Read moreAt Verse, we take a wildly different approach to financial advice. It’s personalised, impactful and multi-award winning. It’s based on the understanding that your life and finances are inseparable, and money is just a resource to give you choices and help you live the life you want – so your money is truly serving you, rather than the other way around. • • • • • • • • • • • • • • • Our role on your Journey is to help you: 1. Make intentional choices – based on your values and intentions. 2. Build your wealth faster than you can alone. 3. Improve your overall financial wellbeing. 4. Guide you through investment markets. 5. Identify blind spots and avoid costly mistakes. 6. Understand the impact of your choices on your financial future. 7. Manage changes in legislation and the economic environment. 8. Provide knowledge, perspective, and good judgement. • • • • • • • • • • • • • • • Our advice embraces your entire financial life. This includes strategy, cash flow, investing, super, retirement planning, tax, trusts, employee share schemes, debt management, property, insurances, and estate planning. • • • • • • • • • • • • • • • We’re proudly independent. We operate with no commissions, no kickbacks, and no incentives to recommend particular financial products. • • • • • • • • • • • • • • • Geography is no barrier. Australia wide, we’d love to hear from you. www.versewealth.com.au
Read moreCountry
City (Headquarters)
Melbourne
Employees
11-50
Founded
2015
Estimated Revenue
$1 to $1,000,000
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Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Client Experience Manager
Email ****** @****.comPhone (***) ****-****Financial Adviser and Head of Operations
Email ****** @****.comPhone (***) ****-****Financial Adviser
Email ****** @****.comPhone (***) ****-****