Strategies for Life

Long-term guidance or targeted advice when you need help to manage specific events in your life.

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Do you want a SMSF?

More and more Australians are looking to take greater control and be involved in their superannuation.

More about SMSF

Preparing yourself for the retirement you want.

Whether it’s in a year or in a couple decades, there are many ways to prepare for your retirement and maximise your retirement income.

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Aged Care doesn’t have to be difficult

Need to make a decision about aged care for yourself or a loved one? Contact our Aged Care Professional™

More about Aged Care

How important is your peace of mind?

Together with your Verante Financial Planner, you want to ensure your needs are met with the most appropriate types and amounts of cover.

More about Insurance

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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.

Begin Your Journey

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.

Michael Rambaldini

Director; Certified Financial Planner ® & Accredited Aged Care Professional ™

Qualification

Certified Financial Planner®; Diploma of Financial Planning; SMSF Accreditation;
Listed Securities Accreditation; Margin Lending & Geared Products Accreditation; Accredited Aged Care Professional ™

Michael’s role

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.

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Liam Shorte

Director, Financial Planner & SMSF Specialist Advisor ™

Qualification

SMSF Specialist Advisor ™; Advanced Diploma in Financial Services (Financial Planning); Listed Securities Accreditation; Bachelor of Business in Accounting & Economics,

Liams’s role

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.

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What our Clients Think

"Liam generously shares his depth of knowledge, skills and expertise. He's very personable and easy to talk to. Liam is definitely one of my most trusted advisors personally and professionally. He has supported and guided us as our family and assets have grown and evolved. He's in a calibre of his own and I highly recommend him for his honesty and expertise. “

Emma

"Liam has brought me peace of mind & great confidence in my financial situation. His professional, friendly service has created order out of the chaos of my self-managed superannuation which now provides me with a comfortable income. Liam is attentive to all my questions & is able to explain issues clearly; making recommendations while allowing me freedom of choice.”

Diane

“Over the last 15 years we have come to know Michael (our neighbour and friend), as a caring, honest person who shares the same family-orientated values as we do. So in 2007 when we needed to start planning our retirement strategy, Michael was our obvious choice. We have not been disappointed. Michael and all the team at Verante have proven themselves to be very knowledgeable, professional and reliable. We have regular reviews to keep us up to date and any follow-up action is completed promptly.We have no hesitation in recommending Michael and the team at Verante to anyone needing good financial advice.”

Sue & Neville Bennett

“We’ve been with Michael and the Verante team for financial advice for over 10 years now – we can relax and know that we are in safe, reliable well informed hands. Our daughter started saving part of her earnings under Michaels guidance seven years ago when she got her first part time job – giving her peace of mind and a sense of responsibility about managing money. I always tell people “we have a financial advisor in our family” – that’s how it seems.”

Jan Ashton-Ross

“My wife and I have started using Liam’s expertise and services as we plan for our future. He has put our minds at ease and made some recommendations that will enable us to look after ourselves if something unexpected happens, and more importantly he has helped us put in place our strategy for family planning and on to our retirement. I can thoroughly recommend Liam and Verante Wealth Advisers. He definitely is a Wealth Adviser you can rely on.”

“Liam Shorte is definitely one of the better SMSF experts that I’ve ever met – and I worked in the accounting industry for years. His technical knowledge is only surpassed by his bright and happy demeanor. Liam’s duty of care extends first & fore-mostly to his clients, and not to his own commissions. This is the kind of integrity you need when trusting someone to look after your retirement fund, and why I can wholeheartedly endorse Liam to anyone. Top qualities: Personable, Expert, Good Value.”

James G, in Sydney

“Michael Rambaldini has been our financial adviser for over twelve years. In that time he has been professional and sensitive to our specific financial needs in our retirement. We have, over the years, recommended him and his services to many friends and acquaintances, including members of our family. None of them have ever come back to us reporting disappointing results.”

Bob and Norma Stafford

“Please except our sincere thanks from my wife and I. Your assistance and professionalism during our financial issues was invaluable to us. As you know both my wife and I have serious health issues and your reassurance was always there at the times when we needed them most. Your advice and support gave us peace of mind. We felt this was far above what we could have expected and for that we are sincerely thankful. we hope for a long and supportive time from you and your team.”

R & B – Clients in Sydney

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.

Brick Wall Questionnaire

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