Where your life and your money meet
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.
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.
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 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.
In social settings, investment discussions can stir self-doubt as we assume everyone else knows more than we do. Amidst the noise, it is easy to feel uncertain among seemingly confident investors. But understanding a mental strategy can provide clarity amidst the crowd, helping us navigate social scenarios with assurance and gain insights into our role within the investing landscape.