News & Opinions
Fraud scams have become increasingly sophisticated and unfortunately, even the most cautious people can be caught off guard. A simple phone call that sounds entirely legitimate can sometimes be anything but. This month, we share one simple habit that can help protect you and your savings.
Life does not come with guarantees and some of its most important moments arrive without a clear roadmap. In this thoughtful piece, Barry shares a powerful message about embracing uncertainty and learning to trust ourselves when the way forward is not always clear. Whether you are facing change, making an important decision or navigating a period of transition, his reflections offer valuable perspective and reassurance
In this thought provoking piece, we reflect on the often overlooked difference between being rich and being truly wealthy. Drawing on insights from Morgan Housel, it explores why the financial choices we do not see, often matter far more for long term confidence, flexibility and peace of mind.
The way people live, form relationships and plan their futures is quietly changing. More adults are single than ever before and the implications go far beyond lifestyle choices. In this short piece, we explore what is driving this shift and what it could mean for your family’s financial future.
Most of us, we assume, have a pretty good understanding of Maslow’s hierarchy of needs and therefore can easily distinguish between our Needs and Wants and to work out our priorities. However, perhaps we need to dig a bit deeper to truly distinguish them. Veritas Wealth partner, Rick Briers-Danks, invites you to take up pen and paper, make two columns and do some earnest thinking about your real Needs and Wants.
Barry and Rick recently spent a week in the UK attending two leading financial planning conferences, exploring how our profession continues to evolve. While technology and AI featured heavily, the most reassuring takeaway was how central relationships and human understanding remain to delivering great advice.
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