Verse Wealth

Absolutely lovely team, I spoke with Alison in 2 separate consults and Tim for one. Both are very knowledgeable. Alison especially made me feel very comfortable throughout both of our chats and truly, genuinely wanted to understand my intentions and personality in regards to potential investing strategies and both short & long term goals. She was authentic and honest when talking about how to proceed and was very transparent about whether I would actually gain value out of any additional services the team offers. I wish I could gift her some chocolates or something. Verse team please send a huge thank you to her!

Have already recommended to my family, and can definitely recommend to anyone who is looking for a very authentic, helpful and memorable financial advisor service!

Tim at Verse has helped us secure a mortgage to do renovations and upgrades on our property. His responsiveness and assistance was above and beyond what I thought was expected and really appreciated and made the process so easy for us. I would have no issue in recommending Tim to anyone who is thinking of doing the same. Thanks Tim. Thoroughly Recommended him. 👍

If you are looking for down-to-earth, real-world, values-based financial planning I couldn't recommend Verse Wealth highly enough. Based on customer reviews, Verse were the only financial planners I consulted and I couldn't have been happier with the whole process. I also highly recommend my adviser, Lucy Atkinson. She's is an incredibly impressive individual who took real time to help me establish clear financial goals based on my values. An world-class operation.

We cannot speak more highly of our dealings with Verse. Josh was an absolute pleasure to deal with. Josh was extremely helpful and answered any questions or concerns we had very quickly. We were never left waiting for an email or call back. The service really felt personalised, and we really felt like Josh and the team understood our position and how best to help us, so that we can be more financially secure in the years ahead. We were very surprised by making a few simple changes how much better off we would be in the future, compared to had we not contacted Verse at all. The whole process was very easy and well set up, and we feel that we could always go back to Josh and his team if our situation changes, and we needed more support. Overall we are so pleased we made the decision to work with Verse and Josh in particular. Thanks Josh and the wonderful Verse team.’’

Ellie and the team @ Verse Wealth are fantastic. Very knowledgeable, trustworthy, professional and patient when giving advice. Verse runs a very slick operation! Grateful to have found them!

Tim at Verse has helped us secure a mortgage and our first property. His responsiveness throughout the process was thoroughly appreciated and helped instill a bit of confidence in what is otherwise a very stressful process. I would definitely ask for his help again in the future if we were to look at another property purchase. Recommended. 👍

A five star rating is not enough for the detail and personal understanding that Lucy Atkinson and her associates (Alison Dellow & Tianna Rose) have provided to organise my finances and set a future plan in place.
Lucy is remarkable! She has given so much personal comfort to getting through some personal challenges, to know that I'm ok and will be ok. It's so good to intrinsically feel that I can know the Verse team, led my Lucy, are with me for the future, and to get to where my life is headed. Thank you Lucy!

I love being treated as an individual person, separate from my husband, and Verse Wealth do this Really Well! (Thank You!!) Corey and Ellie have gone out of their way to help me understand anything and everything with our finances. With a less than conventional lifestyle, it's been great to have someone to talk things through with. I'm very appreciative. I believe everyone would benefit from having Verse Wealth in their lives!

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.

Stevie is wonderful. I am so lucky to have found her.
Knowledgeable, approachable and knows her stuff, I will be recommending her to all of my friends.
Thank you Stevie.

Being a new client this year and meeting Lucy who has helped me with my financial goals has been a great experience and I feel on track again. It’s like a one stop shop as meet Tim through Lucy for my mortgage requirements and Tim has been such a great help throughout the process. I would highly recommend family and friends to Verse Wealth!

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!

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.

Dealing with Daniel was amazing. He made the whole experience very simple to understand. It now have given me a piece of mind for my future.

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!!

We had a fantastic experience with Corey & team at Verse Wealth. My partner and I reached out to Verse after a lot of research on the market and Verse's modern approach stood out.

Corey and his team made the entire experience enjoyable and reassuring. We started the project with little confidence of our own financial wellbeing, especially with mortgage and child. Corey talked us through options in various sessions to help us better understand our situation and what was available to us.

The actions from the sessions have been a breeze with Verse taking the lead and making the relevant changes, taking the hassle out of the admin.

Would definitely recommend Verse Wealth. Our family are now in a much better place financially and less anxious about what the future holds.

Verse Wealth gave my parents SO much clarity in a very complex situation. Ashley was incredibly helpful, and showed the compassion my parents needed after some poor advice (not from verse wealth)

We are very greatful for the life tools Verse Wealth were able to provide us with.

Forever thankful is an understatement.
Highly recommend the team!!

We found Verse through their good ratings on Google. Ashley and Josh from Verse developed a financial plan for us over a few months. Our experience was really great. They were transparent about pricing and what was in-scope, and delivered useful and actionable advice. I particularly appreciated that they paid close attention to what we told them, and that they took the time to understand our situation, plans and goals. I highly recommend them if you’re looking for financial advice!

Verse is a super accessible, really modern service for those who might be new to, or wary of, financial advice. Ellie, our advisor is awesome - she really takes time to listen deeply and understand our needs, then frame the advice to us in a way we can both hear, and action it. She's been incredibly patient with our multiple delays and never makes us feel pressured. We feel really confident with our plan - it's practical, personalised and actionable. 5*!

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.