Verse Wealth

Verse Wealth Money is just fuel for living the life you want. Verse Wealth is a boutique financial planning business based in Melbourne CBD.

The services we offer our clients include financial planning, financial advice, wealth management, investment advice, retirement planning, superannuation, cash flow management and savings strategies. Although we are based in Melbourne CBD, we have clients travel to our office or attend video sessions from all over Melbourne including suburbs such as Docklands, Southbank, South Melbourne, Albert Pa

rk, Port Melbourne, South Yarra, Toorak, Prahran, North Melbourne, East Melbourne, Richmond, St Kilda, Elwood, Brighton and Hawthorn.

Financial peace of mind isn't just about having money; it's about having clarity and confidence in your decisions.
29/09/2025

Financial peace of mind isn't just about having money; it's about having clarity and confidence in your decisions.

Three months into the financial year, how is your superannuation strategy performing? With the super guarantee now at it...
24/09/2025

Three months into the financial year, how is your superannuation strategy performing? With the super guarantee now at its final 12% rate, this is an opportune time to review your super investment options and contribution strategy. Here’s four of our top tips to put you on the right path.

As spring brings renewal to the natural world, it's also an ideal time to refresh your financial strategy. Ask yourself:...
22/09/2025

As spring brings renewal to the natural world, it's also an ideal time to refresh your financial strategy. Ask yourself: Are we on track? What's working well? What's not? Is it time to get some help?

With the 31 October tax return deadline approaching, now's the time to gather those final documents if you're self-lodgi...
19/09/2025

With the 31 October tax return deadline approaching, now's the time to gather those final documents if you're self-lodging. But here's what many people don't realise – your tax return is just the beginning of smart tax planning.

The real value comes from reviewing what your return reveals about your financial structure and planning strategies for the year ahead. Use this information to make more informed decisions about super contributions, investment timing, and income management.

We've never believed in the 'set and forget' approach to financial planning. Life changes, markets evolve, and opportuni...
19/09/2025

We've never believed in the 'set and forget' approach to financial planning. Life changes, markets evolve, and opportunities emerge. Our role is to help you consistently make great choices, no matter what comes your way or how things change.

From uncertainty to confidence.
16/09/2025

From uncertainty to confidence.

We believe the best financial decisions happen when you understand not just the 'what' but the 'why' behind every recomm...
14/09/2025

We believe the best financial decisions happen when you understand not just the 'what' but the 'why' behind every recommendation.

That's why we take time to educate, explain options clearly, and ensure you're comfortable with every decision. Your financial future should never feel like a mystery – it should feel like a well-thought-out plan that reflects your priorities.

Early in the financial year is the perfect time to review your tax position. Unlike June when you're scrambling to make ...
13/09/2025

Early in the financial year is the perfect time to review your tax position. Unlike June when you're scrambling to make last-minute contributions, September gives you time to implement strategies thoughtfully.

Consider reviewing your superannuation contributions, investment structures, and any planned major expenses that might affect your tax position. Small adjustments now can make a significant difference come tax time.

What drives our team at Verse? It's moments like these – when we help clients navigate major life transitions with confi...
11/09/2025

What drives our team at Verse?

It's moments like these – when we help clients navigate major life transitions with confidence and clarity.

Every financial plan we create is deeply personal. We don't just crunch numbers; we listen to your dreams, understand your concerns, and craft strategies that reflect what truly matters to you and your family.

🏆 Executive of the Year – Financial Advice🏆 Wealth Management Professional of the YearIt was a memorable night for Verse...
09/09/2025

🏆 Executive of the Year – Financial Advice
🏆 Wealth Management Professional of the Year

It was a memorable night for Verse Wealth at the recent Australian Wealth Management Awards.

Whilst it's nice to hear your named called out amongst so many high calibre leaders in financial advice, the real recognition belongs to the incredible teammates at Verse. With the right people, you can achieve almost anything. Without them, very little.

To our clients – you’re the reason we started Verse. We know how life-changing the right advice and guidance can be, and we’re grateful every day that you trust us with such an important role in your lives.

Thanks to Maja Garaca Djurdjevic, Keith Ford and the team at Momentum Media for putting on a great night, and for continuing to support our profession.

And thanks to Ed Terkelsen GAICD, Stevie-Jade Turner CFP®, Katherine Hayess, and Trish Gregory CFP® for making our table the place to be 😉

A night to remember, and another reminder of why we love what we do.

This is why we do what we do.
08/09/2025

This is why we do what we do.

Hearing feedback like this motivates us to do better for our clients every single day.
27/07/2025

Hearing feedback like this motivates us to do better for our clients every single day.

Address

Hub Southern Cross, Level 2/696 Bourke Street
Melbourne, VIC
3000

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 8am - 6pm

Telephone

+611300822165

Website

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