At Verante, our aim is to build relationships with our clients that are based on trust, a shared vision and a commitment to protect our client’s financial future. Our personalised advice from a trusted source is about making the financial planning process as easy as possible so our clients feel in complete control of their financial life.
We believe that discovering your financial truth is paramount. Our promise is that we will always tell it like it is and provide clarity on your financial well-being.
We can then work with you providing solutions and designing the right strategies and advice for your life, so you can live the life you want and deserve.
Your journey can be quite comprehensive depending on your circumstances or we can provide sound strategies based on certain life events such as starting a family, redundancy, inheritance or retirement.
Your journey starts 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.
We also want to get to know you and will also request that you complete our “About You” Questionnaire.
Seeking professional advice is an important aspect of securing your financial future. We understand that our clients have different needs at different stages of their lives that require different advice. We have designed our client service offerings with you in mind, flexible to suit your needs:
This offer is for clients requiring advice around multiple needs covering a range of strategies such as retirement planning, superannuation, investments and insurance at the same time.
Life Event Advice
This offer is available for clients who have specific needs at a given time such as planning your retirement, facing redundancy or divorce.
Comprehensive Financial Planning
When it comes to advice, everyone is different and we approach things differently. Through our comprehensive financial planning process, we look at all aspects of your financial position.
We review, assess and plan all your financial life from children’s education; retirement and passing wealth to loved ones.
Our advice will encompass multiple needs and touch on a number of strategies as illustrated below, however, one thing remains certain. You are always in control. We take a long-term perspective of your financial life, we use our expertise to design solutions that will work with you, along with effective tax planning which will best help you live the life you designed.
Things happen at different times in our lives. We get busy living life, family, career and even running our own business.
Many of us anticipate life events however, what happens if you are suddenly faced with redundancy or a relationship breakdown such as divorce.
Our life event advice and appropriate life strategy offers a more flexible way to address your ever changing needs at the right time for you. Financial advice at a point of time that is designed specially around what is going on in your life right now.
Our specific advice is considered more of a short-term solution and focuses on targeted areas in your life that are urgent and relevant to your stage of life.
The Verante Process
We work with all our clients using our process below to ensure that we can deliver consistent, high quality advice that is designed for you to lead the life you want.
Our initial consultation or discovery meeting is all about you. We provide a comfortable environment, where we listen to your financial and lifestyle goals. We ask questions to ensure that we completely understand you, your financial concerns and desires.
We assess your existing situation, research and investigate all avenues and design practical strategies for you to reach your goals.
Based on our discussions and research we will prepare your financial plan based on the strategies we have designed for you. Your plan takes into account and bridges the gap in terms of where you are now and where you want to be.
We work with you to implement your financial plan and strategies. We will help you complete the necessary paperwork and are available to attend meetings with your accountant, solicitor and general insurer to ensure that your strategy is implemented.
We will be there to help monitor and fine tune your financial plan to ensure that your financial goals remain on track. As your circumstances change we will continue to meet with you and reassess your financial future.