Colin’s Investment Success Story
How Verus Helped Him Achieve His Financial Goals
Meet Colin
Meet Colin – a busy father and husband who had been accumulating savings and investments over the years. Colin was always on the go and didn’t have much time to manage his finances, but he knew that he needed to start thinking about his financial future.
The “Eureka” Moment
In 2020, Colin celebrated his 50th birthday and found himself with some extra time due to the coronavirus pandemic. He decided to take a closer look at his investments but quickly became frustrated with the complexity of his portfolio. That’s when he turned to Verus for help.
A Clearer Path Forward
With Verus’ help, Colin was able to develop a personalised investment portfolio that was optimised for tax benefits and aligned with his goals. Verus walked him through a process that looked not only at his current situation but also at his long-term goals and objectives. Colin discovered that some of his investments were costing him too much and needed to be optimised for his financial aspirations. Verus helped him to simplify his portfolio and invest in a much more diversified way at a significantly lower cost.
What We Achieved
Now, Colin feels confident that he has a good plan in place and is getting great value for his money. He knows that Verus will be there to help him adjust his plan if needed, and he can focus on enjoying life with his family while leaving a legacy for his loved ones.
Colin Said:
Verus helped me simplify my investments and optimise them for my goals and risk tolerance. Their process was thorough and easy to understand, and I’m now invested in a more diversified portfolio at significantly lower cost. With Verus’ guidance, I now have a better understanding of my finances and am confident that I’m getting good value for my money.”