Veracity Wealth is a reputable, client-centric, financial planning practice that provides authentic, accurate and reliable financial advice and services. We take pride in understanding each and every client’s personal life goals, in order to partner with them along their journey to financial security. Your personalised financial plans are developed according to your needs, and may include investments, personal and business risk insurance, group employee benefits and short-term insurance.
The result is a personalised, realistic and achievable plan, that will be reviewed regularly, to manage your short and mid-term cashflow, assets and liabilities, personal financial statements, debt, asset acquisition, liabilities, education planning and emergency funds.
Your plan will include a range of financial solutions, provided they make sense for your needs.
We believe it is important that your investment portfolio is diversified, across a wide range of investment vehicles and asset classes, ensuring a secure strategy for managing your investments.
Smart risk management ensures your finances are protected in the event of unforeseeable personal setbacks.
Our financial advisors will ensure you’re protected with personal life insurance, business insurance, disability insurance, health insurance, critical illness, property insurance and income replacement – should you be unable to work.
As independent advisors, we work closely with various providers, ensuring we can deliver the very best solution – specifically for you.
As part of our tax planning solution, our financial advisors will work with you to develop ways to maximise your after-tax net-worth.
Whether you’re an individual investor, employee, or business owner, we will assist in managing your personal and corporate taxation, and international tax issues.
At Veracity Wealth, our financial advisors are dedicated to developing strategies that allow for healthy wealth accumulation and withdrawal, in your retirement years.
Your retirement plan will be created closely with you, taking your personal goals into consideration. It will regularly be updated as your circumstances or the market options change, allowing you a clear view of your financial future.
Successful estate planning means understanding the legal, tax and financial implications, to make sure your wealth transfer is cost-effective and hassle-free.
Health and pension benefits are also a valuable tool to recruit and retain valuable employees in your business.