The ‘Veritas’ story
Our name, Veritas, meaning ‘truth’ in Latin, captures what drives us in a world where facts are unfortunately not always the norm. We strive to earn the trust of the people whose wealth we manage by honouring their expectations, set by our high standards.
How it all began…
Veritas Wealth Management was established in Cape Town in August 2004 by Barry O’Mahony. Barry had worked with various client share portfolios and then went on to assist financial planning businesses with practice development.
He identified early in his career that clients want independent advice, and this led him to set up his own professional financial planning practice with one staff member.
From the start, Veritas has been an independent, fee-based financial planning practice that follows the philosophy of ‘lifestyle’ financial planning. This is deeply embedded in our culture. Unlike many other financial planners, our service is not commission-based. This meant that we had to weather some tough years while we built the strong client base we have today.
We have grown to a sizeable team that includes three CERTIFIED FINANCIAL PLANNER® (CFP) Professionals and a strong support unit. We are proud of what we’ve achieved and the important role we now play in every client’s life.
Financial planning is not a once-off event; it’s an ongoing story that unfolds as your life unfolds.
Through the offer of ‘lifestyle’ financial planning we empower clients to give their money meaning. With our help, people are able to gain financial control and an understanding of how to achieve their goals.
Lifestyle financial planning is a dynamic process; we are always adapting and refining to meet new circumstances as life happens. And while we do this, we build genuine and lasting relationships with our clients.
We pride ourselves on being at the forefront of international financial planning best practice.
We’re able to provide the most appropriate advice because we constantly monitor financial markets and the legal landscape to keep pace with the latest developments.
Our awards and accreditations
Financial Planner of the Year 2013
Barry O’Mahony, the founder of Veritas Wealth Management, was honoured as the Financial Planner of the Year at the 2013 Financial Planning Institute (FPI) conference.
O’Mahony says he is honoured to have been selected for the award considering that it is one of the highest accolades in the financial planning industry.
To receive the CFP accreditation, financial planners have to complete the Postgraduate Diploma in Financial Planning, join the FPI and subscribe to their code of ethics.