Secure your future and have peace of mind with a bulletproof financial plan.

Create a simple plan to achieve your financial goals without the guesswork.

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.

financially free couple walking on the beach

Why Work With Verdant Wealth?

What Can We Help With?

4 Simple Steps To Financial Clarity

Discuss Goals

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.

Create A Plan

With your goals, we then create a list of recommendations. Once you’re happy, we put it into a simple, easy to follow plan.

Implement Plan

We guide you through the implementation process, making financial decisions feel simple and stress-free.

Refine & Adjust

As life evolves, so does your plan. We adjust your strategy as needed to ensure your plan remains on track.

“They go above and beyond”

I am so impressed with the care Leif has for his clients. He wants to do the absolute best for them and goes above and beyond to help. I can say without a doubt, if you are looking for someone to help you with your financial planning look no further.
Bethany Holt

“Highly Recommended”

Fantastic financial adviser! Leif was incredibly helpful but most importantly I believe we finally found an adviser who has our best interests at heart. Highly recommended.
Jocelyn Nickels

“Couldn't be happier”

I had an amazing experience from start to finish. Highly knowledgeable and supportive. Couldn’t be happier with the service.
Matthew Sharp
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Financial Planning Success Stories

David & Emily

David (34) and Emily (32) found their financial footing, increased net worth, reduced expenses, created a diversified investment portfolio and minimised their tax.

John & Sarah

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

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.

Money doesn’t need to be confusing. We guide you through every step, from savings, debt reduction, investing, Super and more.

Why choose us for financial planning?

Unbiased Advice

We focus on advice, not sales. Our recommendations are based solely on your best interests, without any influence or ownership from banks or insurance companies

Easy To Understand

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.

Transparent Pricing

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.

Virtual Appointments

We understand life is busy. We offer phone and online appointments Australia-wide for your convenience. We also offer after-hour appointments for busy individuals.

Financial Planning FAQ

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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