by VW_Admin | 27, Mar, 2024 | Financial Planning, General, Latest News
As financial planners, we frequently watch the heartbreak of families when their loved ones die – often unexpectedly – and how that heartbreak is compounded by added inconvenience and struggle that could have been avoided. Please give some thought to the below to...
by VW_Admin | 28, Feb, 2024 | General, Latest News
In many social settings, conversations often turn to investments. Picture it, the room is crowded and noisy and it can be easy to lose your bearings and walk away filled with self-doubt, envy and fear, while everyone else seems to be filled with confidence and...
by VW_Admin | 25, Jan, 2024 | Financial Planning, General, Latest News, Lifestyle
When we initially meet potential clients, we spend time getting them to think about what having money means for them. It can take some time and some good questioning to get to the bottom of what money really means to someone and what potential changes to their lives...
by VW_Admin | 25, Jan, 2024 | General
One of Veritas Wealth’s Paraplanners, Shanell Domike, who joined our team in January 2022, has set her sights on achieving the highest level of qualification an adviser can achieve: to become a CERTIFIED FINANCIAL PLANNER® (CFP®). She has already notched up a B.Com...
by VW_Admin | 13, Dec, 2023 | General
The year has flashed by and as we enter the festive season, we reflect on what has happened at Veritas Wealth in 2023, including milestones such as an injection of new advisers into the business, staff honing their skill sets, some restructuring and a partnership with...
