Veritas Wealth

Where your life and your money meet

 
 
Latest News & Opinions

Return of Your Capital

Occasionally we receive calls from clients who have come across an opportunity that offers amazing returns. A fairly common practice in South Africa where many look for different ways to subsidise their incomes, these offers often come with unseen risks and background complications. What you always need to remember when considering them is to shift your thinking away from a “Return on Capital” to a “Return of Capital.”

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What we can and can’t control

In the past couple of years we have lived through numerous crises: Cape Town’s Day Zero water disaster, the Covid-19 pandemic, the unrest in July 2021 and our country’s ongoing power challenges. Then, just as we all thought we were seeing some light at the end of the coronavirus tunnel, Vladimir Putin ordered Russian troops to invade Ukraine. In the midst of this new tragedy and its knock-on effects, there are some very important questions we need to be asking ourselves.

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To Buy or Not to Buy

Adults are often expected to agree on the best financial advice. But, on a recent holiday with friends, Veritas co-founder Rick Briers-Danks discovered contrasting opinions on buying versus renting. Traditional views are being challenged by a rapidly changing world where the property market is in a state of flux, and potential homeowners enjoy far greater options.

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Truth, choices, understanding and discipline

Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs.

Independent Advice

We are not affiliated with any financial product or company, and we do not benefit from selling any specific product. Our advice is purely based on knowledge and hard earned insight that we have gained through years of experience and our commitment to remain at the cutting edge of financial planning best practice.

Our Approach

At Veritas we believe it is best to adopt a comprehensive approach to financial planning. Our holistic approach ensures that we take into account all the facts and consider the environment as a whole (as opposed to a piecemeal approach that involves isolated investment decisions).

Our Core Values

At Veritas we will always honour our values: integrity, prudence and delivery. In a field where there are so many unknowns, people will always be able to rely on our word.

What Our Clients Are Saying:

Just wanted to say thank you for all your advice and guidance, especially as we are not a big client. It is really refreshing to meet someone so honest, professional and personable.

Steve

Clare, you and Barry both gave me such confidence at our meeting with your superb combination of efficiency and caring. To date my way of only taking everything one “time bite” at a time has served me well. Just staying in the present and focussing on what is happening right now is very therapeutic for me.

Jean

Barry, a special note of gratitude to you for all your concern for our welfare over the years. Your advice has always been cheerfully, thoughtfully, and unselfishly given.
We have always looked forward to our meetings and I hope that our relationship continues as we head towards retirement.

David

Their detailed plan was presented and although we retired only 18 months later, in the interim the Veritas team continued updating our plan through several meetings. Months later and happily retired we reflected on the things that Veritas provided us:
– Clarity and lucidity of all the advice
– Advice was just that, never hard-sell and always focused on our best interests
– Planning is focused on personal needs and engenders a high level of trust
– Veritas brought knowledge and specialist expertise without which we could not have made this transition

Kerry

I would like to express again my appreciation to you both, for just being there for me at all times this year, Clare and Barry.
You, both have “held” us so sensitively and yet have firmly grounded us through the difficult issues which have presented themselves.
I am enormously grateful to you.
We have come a long way this year in consolidating our financial affairs in a positive way and I look forward to simplifying and tying the ” loose threads” even more next year! Thank you!

Fred

Lore, I wanted to drop you a brief note of truly heartfelt thanks. My parents’ financial position is truly challenging and is in no way reflective of what I would have hoped for them after a life of hard work and community service. That said, we are so fortunate to have your counsel in playing the most strategic hand, with the limited cards we have been dealt. I am consoled by your level-headedness and comprehensive analysis. My only regret is that we were not connected with you years ago.

Elan

Thanks again for what you do for me. You are a pillar of strength in very turbulent waters at the moment with this retirement thing looming large.

Brian

After meeting with Veritas, I feel I have options now and can work towards some balance in my life and not so work focused!
It’s also a particularly busy time at the office and everyone is overloaded as we are so under-resourced and all feeling the pressure which does not help!
Time for a change!

Dear Barry, Chris was immensely fond of you and had high respect for you and your company which he regarded as a model for other organisations. I am so thankful to have Veritas covering my back at this extremely difficult time!

With very best wishes.

Jill

Appreciate your time this morning and great to have you around helping us (and the family) get everything structured correctly.

Craig

Our session with Rick yesterday was particularly heartening, given the stage in life that Lindy and I now find ourselves. Rick’s guidance on all of this has been absolutely invaluable and we really do appreciate the service he has provided.

Brett & Lindy

We chose Veritas as our wealth management partner to help us plan for an uncertain future, given a recent cancer diagnosis. The Veritas team are extremely compassionate, professional and experienced and with their guidance we have a personalised investment plan and strategy in place. We have built a trusting relationship with the Veritas team and feel confident that we have a plan and the necessary support, whatever the future holds.

What Our Clients Are Saying:

Our session with Rick yesterday was particularly heartening, given the stage in life that Lindy and I now find ourselves. Rick’s guidance on all of this has been absolutely invaluable and we really do appreciate the service he has provided.

Brett & Lindy

Appreciate your time this morning and great to have you around helping us (and the family) get everything structured correctly.

Craig

Thanks again for what you do for me. You are a pillar of strength in very turbulent waters at the moment with this retirement thing looming large.

Brian

Just wanted to say thank you for all your advice and guidance, especially as we are not a big client. It is really refreshing to meet someone so honest, professional and personable.

Steve

I would like to express again my appreciation to you both, for just being there for me at all times this year, Clare and Barry.
You, both have “held” us so sensitively and yet have firmly grounded us through the difficult issues which have presented themselves.
I am enormously grateful to you.
We have come a long way this year in consolidating our financial affairs in a positive way and I look forward to simplifying and tying the ” loose threads” even more next year! Thank you!

Fred

Clare, you and Barry both gave me such confidence at our meeting with your superb combination of efficiency and caring. To date my way of only taking everything one “time bite” at a time has served me well. Just staying in the present and focussing on what is happening right now is very therapeutic for me.

Jean

Their detailed plan was presented and although we retired only 18 months later, in the interim the Veritas team continued updating our plan through several meetings. Months later and happily retired we reflected on the things that Veritas provided us:
– Clarity and lucidity of all the advice
– Advice was just that, never hard-sell and always focused on our best interests
– Planning is focused on personal needs and engenders a high level of trust
– Veritas brought knowledge and specialist expertise without which we could not have made this transition

Kerry

Dear Barry, Chris was immensely fond of you and had high respect for you and your company which he regarded as a model for other organisations. I am so thankful to have Veritas covering my back at this extremely difficult time!

With very best wishes.

Jill

Barry, a special note of gratitude to you for all your concern for our welfare over the years. Your advice has always been cheerfully, thoughtfully, and unselfishly given.
We have always looked forward to our meetings and I hope that our relationship continues as we head towards retirement.

David

We chose Veritas as our wealth management partner to help us plan for an uncertain future, given a recent cancer diagnosis. The Veritas team are extremely compassionate, professional and experienced and with their guidance we have a personalised investment plan and strategy in place. We have built a trusting relationship with the Veritas team and feel confident that we have a plan and the necessary support, whatever the future holds.

After meeting with Veritas, I feel I have options now and can work towards some balance in my life and not so work focused!
It’s also a particularly busy time at the office and everyone is overloaded as we are so under-resourced and all feeling the pressure which does not help!
Time for a change!

Lore, I wanted to drop you a brief note of truly heartfelt thanks. My parents’ financial position is truly challenging and is in no way reflective of what I would have hoped for them after a life of hard work and community service. That said, we are so fortunate to have your counsel in playing the most strategic hand, with the limited cards we have been dealt. I am consoled by your level-headedness and comprehensive analysis. My only regret is that we were not connected with you years ago.

Elan