Veritas Wealth

Where your life and your money meet

Proudly celebrating 20 years

What we do for our clients

We assist those that may not have the time, knowledge or inclination to manage their own financial affairs but want to take responsibility and get things done.

Independent advice from certified experts

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 gained through years of experience and a commitment to remain at the forefront of financial planning best practice.

We provide a neutral perspective on your finances because we believe the best advice is unbiased. We are not incentivised to favour certain products over others, nor are we contracted by providers to sell their products. We are committed to remaining objective and client-focused so that we can recommend what’s truly best for you. And we collaborate with complementary associates to offer the best advice, companies that specialise in wills and estates, trusts, tax, medical aid, forex, and counselling.
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A personal roadmap to achieve your financial goals

At Veritas, we adopt what we refer to as a ‘lifestyle’ approach. We ask lots of questions to get a clear picture of who you are and what you want. We take all the facts into account and consider all the angles. We don’t believe in the piecemeal management of your finances that involves making isolated investment decisions.

Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth – assets, net worth, and business valuation – towards genuine prosperity. This is when your resources are aligned with your sense of self and life or, as some refer to it, ‘marrying your money to your meaning’.

Lifestyle financial planning requires you to answer some challenging questions:

What is important to you?
What are your values?
What does money mean to you?

Integrity is at our core

Integrity is walking our talk. In a field where there are so many unknowns, people will always be able to rely on our word. Personal financial planning is far more personal than it is financial.

Cohabitation and the Legal Landscape in South Africa

11 Dec 2024 | Financial Planning, General, Latest News, Lifestyle

In today’s evolving world, many individuals are moving away from traditional marriage and opting for cohabitation. This shift makes it essential to understand the legal landscape, particularly in South Africa, where cohabitation lacks the legal standing of marriage. This article delves into the legal realities of cohabitation, emphasizing the importance of cohabitation agreements and the potential risks for cohabiting partners

“Clarity and lucidity”

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

“Balance in my life”

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!

“Level-headedness and comprehensive analysis”

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

“Efficiency and caring”

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

“Honest, professional and personable”

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

“Concern for our welfare”

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

“Get everything structured”

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

Craig

“Covering my back”

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

“Compassionate, professional and experienced”

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.

“Absolutely invaluable”

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

“Pillar of strength”

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

“Enormously grateful”

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