Our Approach

Verus is Latin for true, real, proper and right which are words that we believe represent our approach to financial planning and advice.

As a client of Verus you can be confident that all planning and advice is impartial and centred around you – Verus operates on a fee-for-service basis as the emphasis is on relationship-driven planning as opposed to commission or one-off, product dependant sales.

Verus offers three core services:

  1. Wealth Management
  2. Investment Consulting
  3. Comprehensive Financial Planning

Verus also offers Focused Financial Planning as an additional service.

At Verus:

  1. Listening to you is our pleasure.
  2. Knowing what’s important about money to you is our passion.
  3. Defining your lifestyle and financial dreams is our priority.
  4. Keeping you well informed is our promise.
  5. Exceeding your expectations is our plan.
  6. Helping you to achieve and maintain your desired lifestyle is our purpose.

Your success in life, is our success in business