I have been using the team at Veracity Wealth now for over 5 years and cannot fault their professional and trustworthy advice. From buying my first home to mapping out my families future plans they have been nothing short of helpful and supportive. Would highly recommend their services no matter what stage of life you're in.
- Scott (Age 30)
Your plan for our finances is a master stroke. We could not be happier with the result.
At a time when we were struggling to come to terms with our domestic situation,
you stepped up and delivered the goods.
- Ron & Pat (age 85 & 83)
Before I discovered Veracity Wealth I had previously used 2 separate Financial Planners. My experience with the Financial Planning Industry had been soured through advice that generated next to no passive income and instead drained my funds through excessive and expensive insurances.
However, upon complaining to a friend about my experience he mentioned Veracity Wealth and just said that it was worth at least having a chat to see if there was anything they could do.
To say that they exceeded my expectations would be an understatement. They were with me every step of the way through the whole implementation process and answered all of my questions in an extremely timely manner. They got me out of my existing expensive insurances and into cheaper ones with better coverage, while also finding a passive income source that perfectly suited my needs.
With their help and ongoing advice I'm now well on my way to achieving both my short and long term financial goals and the prospect of an early retirement. I can't recommend them highly enough!
- Adam (age 31)
I have worked with Veracity Wealth for over seven years and they have helped me plan for my retirement, or should something happen to me my family is well taken care of.
Matt, Stephen, Kate, Kristyn & Jodie are all very knowledgeable in their field and I trust their advice explicitly. They have assisted me through some tough times ensuring I am well placed for my retirement even though I must say it is a few years into the future yet.
- Debbie (age 56)
Veracity Wealth Planning have provided extraordinary advice that enabled our retirement sooner than we could have ever expected.
Matt, Kate, Steve and the team go above and beyond with a professional, friendly and caring way that has instilled a high level of trust. We can’t say enough about the team’s work ethic and drive to ensure the best outcome for our retirement.
They are extremely helpful with any queries and always deliver a prompt reply. We are incredibly grateful to be involved with this amazing company. As long term clients we would be only too happy to recommend the exemplary service they give.
- Graham & Judee (age 65 & 64)
Together let's achieve your ideal financial future
Enjoy peace of mind with a trusted financial planning team by your side
