Verse Wealth

I highly recommend the Verse Wealth team and Ellie for all your financial portfolios. If want One on One personal tailored real world financial advice this is the team for you.

Tim Dang's advice and guidance on the home loan process was fantastic. It was a pleasure working with Verse Wealth.

Amazing experience from start to finish. Couldn't be happier with the professionalism and experience. Time Dang provided excellent and accurate advice which got us into our new home without a hitch. If you need mortgage broking I would recommend Tim and Verse Wealth to everyone.

We were slightly cautious at the start because one hears so many stories about bad financial advisers. From the start, though, it was very apparent that Verse Wealth was a very professional operation. We quickly found rapport with our individual adviser - Stevie-Jade Turner - and have greatly appreciated her advice and that she 'gets us'. The modelling is fantastic, allowing you to see different outcomes depending on the choices you make. We cannot recommend Verse Wealth highly enough.

After having shopped around for a bit, I have finally found a Financial Adviser that I believe has genuinely got my best interests, and my life goals as their # 1 priority.

After 12 months, I no worry about how our money has been invested and who is watching over it - and that is worth a huge amount to me.

Highly recommended.

Well what can I say. From not understanding our finances and not getting the best out of our situation, to being in such a better position financially. The help and support Corey and Ellie gave us over our 2 year journey so far has been nothing short of incredible. Couldn't recommend high enough and we are truly thankful we got the advice we did. They really go above and beyond to listen and understand what we were going through! Great job!

Stevie-Jade was our advisor and we couldn't have been in safer hands, she has been a delight to partner with on this extremely, challenging journey. Friendly, extremely efficient, prepared, super knowledgeable, empathic and above all else available!

The advice has been immediately valuable. I did not expect so much background work and actions to be completed by the team; this was a great plus. I'm very happy with the ongoing, proactive involvement. Also, Ellie has been incredibly helpful and provides consistently great advice. I've already started passing on Verse to other people and plan to do so more. Many thanks!

Honest, trustworthy and very personable and insightful advice and support. Verse facilitated and encouraged us to get to a position we hadn’t considered possible.

Speaking to mortgage agent aspect. Our agent Tim Dang was spectacular. Actually feels like he's looking out for your best interest rather than the bank's. Took the time to get to know our financial situation. Was always available to answer even the silliest of questions. Walked us through every single step. Anticipated problems and planned around them. Would been such a worse experience without him, and I will be coming back again.

Josh had incredibly helpful advice and referred me to a financial advisor for my specific needs. Really appreciate it!

My experience with Ashley at Verse has made me confident about my financial future and also stopped me from making some expensive ill-informed financial decisions that I would not have realised without his expert advice. In the past I found financial matters daunting to deal with, Verse changed my perspective on that and I now know I'm taking the best financial direction to a positive future.

Ashley, Precious and all the Verse team members I dealt with were highly professional, friendly and diligent. I always look forward to my sessions with Ashley and more to come in the future.

Thanks Ashley & the Verse team!

Corey and the Verse team have been terrific - they know their stuff, the service is excellent and I would highly recommend Corey and the team for your financial advice

Great experience! Unlike some other financial advisors, the advice was highly neutral and no products were pushed on to us. With a professional outfit like this, we felt we were in really safe hands throughout. Thanks Ashley.

We have been partnering with Verse Wealth (Daniel Donovan is our financial advisor) for around 4 years. Daniel's advice, support and understanding of our personal needs has led to some great outcomes, making us more confident about the future. I would not hesitate recommending Verse Wealth for your financial planning needs.

We had a great experience working with Ashley and the team at Verse to work through our financial plan and set clear goals for the future. Ashley helped us to identify our priorities through a values based survey, supported us in understanding our options with well paced education and allowed us to make clear, informed decisions. We now feel more confident in our financial future - thanks Ashley and the team at Verse!

I have been very happy with the service from the crew at Verse. I now have a clear direction of my finances from day to day and into the future. Highly recommend.

Huge thanks to Ashley, Corey, Fritzie and the team at Verse - we had a great experience from start to finish on our project, and the communication and responsiveness was first-class throughout. Will be recommending to anyone who wants to listen!

My experience with Verse has been entirely positive. They went to great lengths to understand my family's financial goals and put together a plan for us to work towards them. Everyone we interacted with were friendly and helpful, and responded promptly to any requests. I would not hesitate to recommend them to anyone seeking financial advice.

We completed a project with Verse and are very happy with their service and the end result.

Ashley, our advisor, guided the entire process, taking time to understand our situation, and tailoring solutions to our specific needs.

The process made us think about or goals and gave us a much better understanding of our financial situation.

Everything was explained clearly, in plain terms, and we felt confident and trusting in the changes implemented.

The entire process was smooth and easy, with our main task being electronic signing of documents to authorise actions - Verse handled every other detail.

Communication was regular and thorough.
We'd particularly like to say a big thank you to Precious who provided the progress updates and was our first point of general contact. She kept us up to date regularly and handled our every question quickly.

Thank you to Ashely, Precious, and the entire team doing great work behind the scenes.