Expert Financial Planning, Accounting and Taxation Solutions for all stages of life

We provide high-quality investment and financial advice. Our advisers can work with you to develop a comprehensive financial strategy to maintain and grow your wealth.

We are different to most financial planning practices as we hold our own Australian Financial Services Licence (AFSL). We are not aligned with any financial services business, banking institution, platform or product, so we are able to provide clear and concise financial advice to suit your circumstances and objectives.

Financial planning

Accounting and taxation

SMSF

Financial Planning

Services provided:

  • Financial Planning Advice
  • Superannuation
  • Investment Advice
  • Retirement Planning
  • Insurance
  • Estate Planning
  • Centrelink strategies and management
  • Salary Packaging
  • SMSF Comprehensive services (all investment and administration services).

We engage with new clients through a comprehensive process to get to know you and your goals and needs.

Accounting and taxation

We are pleased to offer the following high quality accounting and taxation services to both new and existing clients:

  • Accounting and Tax Compliance
  • Business Start Up and Structuring
  • Management Reporting, Board Reporting and Business Improvement
  • Bookkeeping and Payroll
  • Taxation Planning and Advice
  • Exit Solutions

Our financial advisors can explain your options and tailor a package to suit your needs.

Self-managed superannuation funds

Many SMSFs Trustees manage their own investment assets but require a professional to provide Accounting and compliance services including audit. Veritas Wealth Solutions provides all compliance work at competitive rates.

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