“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

“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!

“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.

“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.

“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.

“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.

“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!

“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.

“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.

“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.

“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.

“Get everything structured”

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