Veritas Wealth

Where your life and your money meet

Latest News & Opinions

Five Steps To One Giant Stride: SA 2019

Our country has had more than its fair share of turning points. Ahead of next week’s State of the Nation Address we look at five key steps taken by President Ramaphosa, in an otherwise gloomy 2018, to assess if they’ve laid foundations for a big turning point this year. Will the rapidly approaching general election provide an answer that could just make 2019 a truly momentous year?

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The Future Is Here and Now

The future has arrived. The Fourth Industrial Revolution is taking place all around us. Change is now the only constant. Confused? We recently came across a graphic presentation at the Ngee Ann Polytechnic in Singapore on how disruptive technologies are impacting on the future of work. The presentation comes with a clear message: to succeed in the future, make sure you love the work you do today.

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“A little learning is a dangerous thing …”

As Confucius said 2 500 years ago: Real knowledge is to know the extent of one’s ignorance. A more modern take on this age-old truism is what is known as illusory superiority. Applied to investors, it helps to explain some wayward behaviour.

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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:

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

Elaine

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

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 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

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

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

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

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

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 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

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

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