INVESTMENT PLANNING AND MANAGEMENT

Trust us to be your professional financial planners as together we protect and grow your assets throughout your career.

Our professional financial planners will provide you with strategies and techniques to optimize returns on assets in consideration of the client’s requirements and constraints. Your investment strategy must enable you to achieve your financial goals but, at the same time, must fall within your tolerance of investment risk. We can assist you with this as our process is designed to enable you to make informed decisions about your investment strategy and facilitate these trade-offs if required. Services include advice on tax free investments, investing for retirement or to meet short term goals.

Verso Wealth specializes in providing Financial Planning to individuals. Our planning methodology is based on a recognised international process and any advice given will be provided in the form of a financial plan making it easier for our clients to follow suggested strategies and to achieve their life goals by way of proper financial management. Our financial planners are qualified to offer advice on all aspects of your personal financial position, but we specifically make it our business to focus on your investments, retirement planning and personal risk planning (assurance). We also make use of specialists, where required, to provide you with advice on tax and estate planning.

Verso Wealth has a transparent fee structure empowering clients with the knowledge of what exactly we earn for our advice and how it is calculated. Further it is important to note that our professional financial planners are remunerated by way of salary and not commission.