by VW_Admin | 22, Mar, 2024
It is hard to balance the needs of children and those of our own ageing parents. We encourage you to put aside the guilt and anxiety and start having courageous conversations . What will happen should one of them be incapacitated, or pass away? What would they want?...
by VW_Admin | 9, Feb, 2024
One’s New Year’s resolutions fizzle fast. Forbes reports 80% of us abandon them by February. However, creating an “In Case of Emergency List” is vital, despite its somber nature. It is for our loved ones’ sake, addressing what is left...
by VW_Admin | 5, May, 2023
Veritas Founder Barry O’Mahony was asked to discuss personal financial planning with a group of school leavers. According to Barry, he had to really think about what to say to them. Why? Well, typically, 18-year-olds – who are itching to set out into the world...
by VW_Admin | 5, May, 2023
This heading caught my eye recently on a blogpost by Morgan Housel of the Collab fund. I thought it was worth sharing some insights. Even if wealthy or rich is not a word you would apply to yourself, the lessons and observations from Housel apply to everyone at all...
by VW_Admin | 8, Dec, 2022
A client recently posed an interesting, thought-provoking question, which we think is worth sharing. The question was: “My elderly dad would like me to take over the policy on his life. He has no liabilities or dependants, has been paying this premium for many years...
