Veritas Wealth

Where your life and your money meet

Latest News & Opinions

The Geometry of Wealth: the only benchmark that matters

As many of you will know, we often ponder over the relationship between money, happiness and success. It’s certainly a great dinner table conversation: does happiness create success or does success lead to happiness? A recently published book, The Geometry of Wealth, asks: What is True Wealth? Author Brian Portnoy finds the answer in four words, each starting with a C.

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The Ups ‘n Downs and Ins ‘n Outs of Investing

From time to time, we have some tough conversations with clients who have invested in the same fund but have had very different experiences. Here we take a look at two questions investors should ask before investing; the experiences of six people who invested in the same fund; and the lesson that was learned.

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In Search of the Silver Lining

Persistent weakness in our economy is cause for concern and many investors are likely to become tired of being told to be patient, look to the long term, remain cool, calm and collected. So, what should investors make of all this? We take a look at what’s going on behind all the daunting headlines.

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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:

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

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

Vicky and I would just like to thank you for all your advice guidance and contacts over the years and we are very grateful that you allow us to still be clients despite not meeting the financial criteria.
Congratulations on your continued success and you are a great bloke whose down to earth and candid approach is real breath of fresh air.
Take care

Steve & Vicky

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

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

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

Just a big thanks for the professional financial plan Barry left with us this morning. We know we don’t have to read it but will do in a quiet moment to see how things should be done. It is a pleasure dealing with you.

Shirleen & Chris

Many thanks – you are very efficient and have been a pleasure to deal with.

Elaine

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

I have known Barry for years and joined Veritas as a client quite a few years ago. It was one of the best decisions I have ever made. One should leave financial planning to the professionals!

William

What Our Clients Are Saying:

I have known Barry for years and joined Veritas as a client quite a few years ago. It was one of the best decisions I have ever made. One should leave financial planning to the professionals!

William

Vicky and I would just like to thank you for all your advice guidance and contacts over the years and we are very grateful that you allow us to still be clients despite not meeting the financial criteria.
Congratulations on your continued success and you are a great bloke whose down to earth and candid approach is real breath of fresh air.
Take care

Steve & Vicky

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

Many thanks – you are very efficient and have been a pleasure to deal with.

Elaine

Just a big thanks for the professional financial plan Barry left with us this morning. We know we don’t have to read it but will do in a quiet moment to see how things should be done. It is a pleasure dealing with you.

Shirleen & Chris

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