About Us

Veracity Wealth Planning is a privately-owned, full service financial planning practice operating on the Gold Coast.

We are a boutique financial planning practice with a small, but dedicated team who understand that every client is unique, therefore the relationship and services provided need to be tailored to your specific circumstances.

Our focus is to ensure that our mutual relationship will provide you with a better financial future.

our-philosophy

We understand the importance of personalised service.
We can meet you in any location that is suitable for private discussions, including your home, and we will arrange as many meetings with you as necessary, prior to providing you with advice, to ensure we know your personal situation thoroughly.

Our Philosophy

what-you-can-expect

In order to ensure that your financial plan is appropriate, there are a number of steps which must be followed. These steps are known as the financial advice process. At Veracity Wealth Planning, our financial advice process is comprised of the following steps:

What You Can Expect

our-fees

We charge a “Fee For Service” for the advice we provide and do not receive commissions for any superannuation or investment products we recommend, which means that we will only select a product which is right for your personal situation.

Our Fees

How Will a Financial Planner Assist You

Veracity Wealth Planning can provide advice to assist you to reach your financial and lifestyle goals in many areas, including:
Superannuation Buying a house Starting a family Protecting your family and assets Taxation
Insurance Starting a business Changing jobs Budgeting Legislative changes
Investments Retiring Inheritance Planning your retirement Aged care
Pensions Redundancy Disability Growing your wealth Centrelink
Superannuation
Insurance
Investments
Pensions
Buying a house Starting a family
Starting a business Changing jobs
Retiring Inheritance
Redundancy Disability
Protecting your family and assets
Budgeting
Planning your retirement
Growing your wealth
Taxation
Legislative changes
Aged care
Centrelink