In this episode of the Veritas Wealth podcast, Rick and Barry dive into the complexities of financial planning for blended families. As families merge due to remarriage or loss, new dynamics bring unique challenges and opportunities. From estate planning to handling...
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Helping Yourself Before Helping Your Children
As a parent, it is natural to want the very best for your children, from education to providing life experiences, to helping with a deposit on a...
Active Citizenship – Playing Your Part
We delve into the importance of active citizenship and feature some inspiring stories with practical insights and everyday heroes – a discussion...
Help – My Parents Are Ageing!
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...
Getting Your House In Order
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...
True Wealth Gives You Freedom
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...
Getting Rich VS Maintaining Wealth
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...
Taking Over A Parents Life Policy : Is It Viable?
A client recently posed an interesting, thought-provoking question, which we think is worth sharing. The question was: “My elderly dad would like me...
Enjoy It … While You Can!
It is important to live life to the fullest while you still can. We encourage our clients, who have retired, to get out and about, take up hobbies,...
Core Business Offerings
Barry 0’Mahony discusses the 6 Core Values of Veritas Wealth and emphasises the value that true lifestyle financial planning brings to our clients
Big Decisions Should Be Your Best Decisions
Unlike trying to habitually save on the little things, like those everyday cappuccinos, we do not get much practice at making the best of the big...
Young People Need Good Financial Advice
One of the goals of this year’s FPI Financial Planning Week (October 2022) is to share insights with young professionals. In his latest podcast,...
To Buy or not to Buy
Adults are often expected to agree on the best financial advice. But, on a recent holiday with friends, Veritas co-founder Rick Briers-Danks...
Veritas Wealth – Lifestyle Financial Planning
A great discussion about what it means to have your LIFE at the centre of your financial decisions, we call it LIFESTYLE FINANCIAL PLANNING a place...