Financial advice, the way it should be
At Verity Wealth Solutions, we believe in building lasting financial relationships with our clients. We are a team of experienced professionals who are dedicated to providing you with personalized, ethical advice and support on your financial journey.
Who We Are
Verity Wealth Solutions is a privately owned and operated business. We are not beholden to any large institutions, allowing us to offer unbiased and personalized advice tailored to your individual needs.
Our senior Financial Planner, Andrew Galloway, has over 10 years of experience guiding clients towards financial security. He is passionate about providing accessible, professional advice in plain language, empowering clients with knowledge and empowering them to make confident financial decisions.
Our Commitment
Our mission is to deliver:
- Personalised attention: We take the time to understand your unique goals and concerns.
- Accessible explanations: Complex financial concepts are translated into clear, easy-to-understand language.
- Empowerment: We provide you with the knowledge and tools to make informed financial decisions.
- Ongoing support: We are committed to working alongside you throughout your financial journey.
Our Services
We offer a comprehensive range of financial planning services, including:
Financial Management
- Develop and implement a holistic financial plan
- Track and manage your income and expenses
- Create a budget and debt management strategy
- Review and optimize your financial situation
Investment Advice
- Develop and implement a personalized investment portfolio
- Review and enhance your current investment portfolio
- Guide you through market fluctuations and retirement planning
Superannuation & Retirement Planning
- Maximise your superannuation contributions
- Plan for a comfortable retirement
- Explore different retirement options and strategies
Government Benefits
- Assistance with navigating the complex government benefits system
- Maximising your eligibility for government subsidies and rebates
Aged Care Advice
- Planning for your future care needs
- Understanding government aged care programs and services
- Maximising your eligibility for aged care assistance
Our Approach
We take a collaborative and holistic approach to financial planning, considering all aspects of your financial life. We believe in open communication, transparency, and building trust with our clients.
Financial Planning Expertise
Verity Wealth Solutions, led by Andrew Galloway, has received overall praise for its exceptional financial planning services, with clients lauding their expertise, professionalism, and willingness to provide personalized advice.
Reviews
The reviews highlight the agency's thorough approach, attention to detail, and commitment to understanding clients' goals and needs. Clients have appreciated Andrew's ability to explain complex financial concepts in a simple and clear manner, as well as his comprehensive plans that have helped them achieve their retirement goals.
Implementation and Follow-up
Many reviewers have praised the agency's implementation strategy, stating that it was easy to understand and execute. Feedback has also highlighted the ongoing communication and updates received from Andrew and his team, providing reassurance and confidence in the management of their financial affairs.
Long-term Relationships
Several clients have spoken about their long-standing relationships with Verity Wealth Solutions, having followed Andrew from his previous role at the Commonwealth Bank. This testifies to the trust and confidence clients have in Andrew's expertise and the agency's ability to deliver on their promises.
Recommendations
The reviews are replete with recommendations, with many clients expressing their willingness to refer others to Verity Wealth Solutions. This is a testament to the agency's reputation and the confidence clients have in Andrew's ability to provide high-quality financial planning advice.
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