Veritas Wealth

Where your life and your money meet

Latest News & Opinions

Bitcoin: what to make of digital currencies

Everyone is talking about Bitcoin and even Ethereum. Yields from the Bitcoin cryptocurrency certainly look impressive, with its value actually surpassing that of gold just the other day. But do you even know what these so-called cryptocurrencies are?

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Why the JSE is up when all else is down

South Africa is now in a technical recession and the ratings agencies warn of possible further credit downgrades. Tax receipts have fallen; car sales are poor; retailers are bleeding and some are closing stores; and consumers are on their knees.

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“How can I feel fine?”

Amid all the uncertainty around us in South Africa and in the world, we often question and second-guess ourselves. Am I doing the right things with my money? How can I secure a future for me and my family?

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Truth, Choices, Understanding & Discipline

Veritas Wealth is an independent financial planning company focused on managing wealth.
We assist those who are passionate about what they do and want to take responsibility for their lifestyle but do not 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:

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

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! I couldn’t recommend him and Beata enough.

William

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

As jy vroeg aftree, moet die proses frustrasievry wees en jou finansiele situasie professioneel bestuur word. Beata Carstens en haar span by Veritas Wealth in die Paarl het my met geen rompslomp opgesaal nie en sorg dat my pensioen vir my werk.
Gereelde beplanningsvergaderings gee my gemoedsrus oor my finansies.
Dankie! Ek beveel julle oral aan!

Francois

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

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

Elaine

To you and your colleagues, a big thank you from Calien and myself, for a most enjoyable Picnic and most amusing Show, with some very good acting – Shakespeare at School was never like that!!

Great work in the fund raising for the Charities – keep up the good admirable work that you initiate and lead.

Robin

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

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:

As jy vroeg aftree, moet die proses frustrasievry wees en jou finansiele situasie professioneel bestuur word. Beata Carstens en haar span by Veritas Wealth in die Paarl het my met geen rompslomp opgesaal nie en sorg dat my pensioen vir my werk.
Gereelde beplanningsvergaderings gee my gemoedsrus oor my finansies.
Dankie! Ek beveel julle oral aan!

Francois

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! I couldn’t recommend him and Beata enough.

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

To you and your colleagues, a big thank you from Calien and myself, for a most enjoyable Picnic and most amusing Show, with some very good acting – Shakespeare at School was never like that!!

Great work in the fund raising for the Charities – keep up the good admirable work that you initiate and lead.

Robin

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