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VERIFIED COMPANY DOSSIER

Verse Wealth

Verified Intel

At Verse, we take a wildly different approach to financial advice. It’s personalised, impactful and multi-award winning. It’s based on the understanding that your life and finances are inseparable, and money is just a resource to give you choices and help you live the life you want – so your money is truly serving you, rather than the other way around. • • • • • • • • • • • • • • • Our role on your Journey is to help you: 1. Make intentional choices – based on your values and intentions. 2. Build your wealth faster than you can alone. 3. Improve your overall financial wellbeing. 4. Guide you through investment markets. 5. Identify blind spots and avoid costly mistakes. 6. Understand the impact of your choices on your financial future. 7. Manage changes in legislation and the economic environment. 8. Provide knowledge, perspective, and good judgement. • • • • • • • • • • • • • • • Our advice embraces your entire financial life. This includes strategy, cash flow, investing, super, retirement planning, tax, trusts, employee share schemes, debt management, property, insurances, and estate planning. • • • • • • • • • • • • • • • We’re independently owned and licensed. We operate with no commissions, no kickbacks and will never recommend financial products you don’t need. • • • • • • • • • • • • • • • Geography is no barrier. Australia wide, we’d love to hear from you. www.versewealth.com.au

At Verse, we take a wildly different approach to financial advice. It’s personalised, impactful and multi-award winning. It’s based on the understanding that your life and finances are inseparable, and money is just a resource to give you choices and help you live the life you want – so your money is truly serving you, rather than the other way around. • • • • • • • • • • • • • • • Our role on your Journey is to help you: 1. Make intentional choices – based on your values and intentions. 2. Build your wealth faster than you can alone. 3. Improve your overall financial wellbeing. 4. Guide you through investment markets. 5. Identify blind spots and avoid costly mistakes. 6. Understand the impact of your choices on your financial future. 7. Manage changes in legislation and the economic environment. 8. Provide knowledge, perspective, and good judgement. • • • • • • • • • • • • • • • Our advice embraces your entire financial life. This includes strategy, cash flow, investing, super, retirement planning, tax, trusts, employee share schemes, debt management, property, insurances, and estate planning. • • • • • • • • • • • • • • • We’re independently owned and licensed. We operate with no commissions, no kickbacks and will never recommend financial products you don’t need. • • • • • • • • • • • • • • • Geography is no barrier. Australia wide, we’d love to hear from you. www.versewealth.com.au

Primary SectorFinancial Services
Workforce Size11-50 Employees
Global HQMelbourne, Australia
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
2015
Employee Bracket
11-50
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
696 Bourke St VIC Melbourne
City
Melbourne
Region / State
Victoria
Postal Code
3000
Country
Australia

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainversewealth.com.au
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LinkedIn NetworkActive Profile
Open LinkedIn
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Frequently Asked Questions

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