Discover Your Wealth Solution
Our promise is to give our clients and their family financial peace of mind by helping them take control of their financial lives.
Our approach is to discover your current situation and focus what is important in your life. We will then work with you and provide a pathway with clear strategies designed to help you grow, manage and protect your wealth.
Strategies For Life
Designed for you to live the life you want.
Your journey can be quite complex depending on your circumstances and we offer our comprehensive advice offer or we can provide sound strategies on life events affecting you such as starting a family, redundancy, inheritance or retirement.
At Verante we understand that everyone is different and we will customise strategies that suit you and your life.
We call this our ‘Strategies for Life’.
“We will provide advice in an effective and easy to understand manner, making it easier for you to make smart choices with your money.”
Michael Rambaldini, Director; Certified Financial Planner ® & Accredited Aged Care Professional ™
Verante Financial Planning is owned by Michael Rambaldini and Liam Shorte and together they bring over 30 years of experience and knowledge in the financial planning industry. Together with an experienced team of advisers they are backed by highly trained client support staff.
Director; Certified Financial Planner ® & Accredited Aged Care Professional ™
Certified Financial Planner®; Diploma of Financial Planning; SMSF Accreditation;
Listed Securities Accreditation; Margin Lending & Geared Products Accreditation; Accredited Aged Care Professional ™
Michael provides wealth creation and protection advice across a broad range of financial areas and services the needs of a wide range of clients across Australia. Michael enjoys developing strategies to help clients grow, manage and protect their wealth. Michael is passionate about helping his clients achieve their financial goals and make complex information simple for clients to understand.
Director, Financial Planner & SMSF Specialist Advisor ™
SMSF Specialist Advisor ™; Advanced Diploma in Financial Services (Financial Planning); Listed Securities Accreditation; Bachelor of Business in Accounting & Economics,
Liam gives strategic tailored advice on areas such as business planning, investments, superannuation, retirement planning , risk insurance, aged care and estate planning. Liam’s passion is Self Managed Superannuation Funds and small business advice, working closely with client’s accountants and legal advisors to provide a focus on the client’s future needs.
Take the First Step
Call Verante today and see how we can help you.
Take our Financial Health Check by completing our Financial Brick Wall Questionnaire, which takes no more than 3 minutes to complete. This helps identify gaps in your current financial life to get you thinking about what is most important to you.