Do you feel lost when it comes to your finances? Financial anxiety is very common, and all the conflicting information doesn’t help.
Instead of feeling stuck, imagine having clarity and peace of mind, knowing your financial future was already taken care of.
With Verdant Wealth you can create a simple, step by step roadmap to financial freedom, without having to compromise your lifestyle.
With years of experience and a proven track record of success, you can feel at ease knowing you’re in capable hands.
If you’re ready to secure your future, contact our expert team today.
We start by looking at where you are now, where you want to go, how fast you want to get there and what you’re willing to do.
With your goals, we then create a list of recommendations. Once you’re happy, we put it into a simple, easy to follow plan.
We guide you through the implementation process, making financial decisions feel simple and stress-free.
As life evolves, so does your plan. We adjust your strategy as needed to ensure your plan remains on track.
David (34) and Emily (32) found their financial footing, increased net worth, reduced expenses, created a diversified investment portfolio and minimised their tax.
John and Sarah (40's) built a family safety net, paid off their home loan faster, secured their children's future and developed a plan for financial freedom in their later years.
Thomas (40's) bought his third property, minimised his tax with an SMSF, gave his Super a boost and create a strong financial plan for retirement.
We focus on advice, not sales. Whilst other companies sell products that give them a kick back, we offer unbiased recommendations that will get you the best possible outcome.
Too many advisers provide unnecessarily complex advice. We cut through the jargon so you can easily understand exactly what you have and where you’re going.
Unlike many financial planners that charge a percentage of your net worth, we charge a flat fee per service. This means you only pay for what you use and the value we deliver.
No. We work with clients at all life stages including those at the start of their journey. We offer a range of services to fit various budgets. We can discuss your needs and recommend an approach that works for you.
Our fees vary depending on the complexity of your situation and the services you require. We offer upfront pricing or ongoing service options. We’ll discuss fees in detail during your initial consultation.
There’s no one-size-fits-all answer, but some key times include life changes like starting a new job, getting married, having children, or approaching retirement. It’s also wise to seek guidance if you have debt, lack a budget, or simply want to improve your financial well-being.
We work with a diverse range of clients at all stages of life. Some commonalities include professionals, business owners, families or individuals seeking to build wealth, plan for retirement, manage debt, or protect their families.
Yes. Geography is no barrier, we offer online appointments for your convenience.
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License Information:
Verdant Wealth Pty Ltd t/a Verdant Wealth ABN (31 672 727 623) is a Corporate Authorised Representative (1307207) authorised through Cobalt Advisers Pty Ltd ABN (64 628 654 099) who is an Australian Financial Services Licensee 512550.
General Advice Warning:
Information contained on this website is of a general nature only. It does not constitute financial or taxation advice. The information does not take into account your objectives, needs and circumstances.We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment decision or acting on any of the information contained in this document.Subject to law, Cobalt Advisers Pty Ltd nor their directors, employees or authorised representatives, do not give any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of the information contained in this document.
