Veritas Wealth Management Pty Ltd
At Veritas, our approach is to build long-term relationships with you, to help guide you through life’s changes. True happiness is often not about the balance of your bank account, investments or all the shiny things you have accumulated. It is about feeling content with what you do have and achieving those personal goals you may have set for yourself. The things that matter to you. We aim to provide you with the security of being able to live your life and enjoy the things that are most important to you – travelling the world, starting your own business, spending time with the family or whatever you may be passionate about. These things don’t happen by accident. They are achieved by design.
Financial planning is not just about charts, spreadsheets or financial products. More importantly, it is about you, and what you value. Our focus is to create a plan for your future, taking into account your resources, capacity, goals and objectives. Any plan or strategy we put in place must be relevant to you. In other words, our priority is to act in your best interest. Many of us have an idea of how we would like our future to look, although we don’t know how to get there and where to start. Your financial matters may look a mess. At Veritas, we believe in simplifying the complex, regaining control of our situation and giving you some direction to work towards. This starts with identifying your goals, financial and non-financial. Doing so will place some parameters and give us something to work towards. We can then create a plan or a set of strategies to help you achieve this. Keep in mind, things in life change. We will need to review your plan and ensure it remains relevant to you over the long term. Veritas Wealth Management operates on 3 key principles: Purpose – any advice we provide must have a purpose in mind, with the ultimate outcome of improving your situation. At the forefront of our mind is to act with honesty, integrity and excellence. Partnership – we wish to partner with you for the long term to ensure our plan for you remains relevant to your personal situation. We do not subscribe to the ‘set and forget’ approach. Process – we have a 5 step advice process serving as a roadmap to what occurs along the way. This process helps set your expectations of us, time frames and outcome. Our first step as part of this process is to talk about your goals, your values and what you wish to achieve. We will then assess your situation, research your current arrangement, develop a strategy to meet your goals, and discuss this with you to implementation. Importantly, we will review our strategy with you on an ongoing basis ensuring relevancy and accountability. This process will repeat itself as you develop further goals and objectives over time.
Address: 67 King William Rd, Unley SA 5061, USA
Phone: +61 8 8471 6200
FAX: +61 8 8312 2049
