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Meet Imran Amjad

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Imran is a trusted financial adviser, having provided quality advice to hundreds of clients since 2008, with positive reviews on adviserratings.com.au.

Hi, I’m Imran Amjad from Veurr Financial Planning, based in Canberra, servicing my clients all over Australia, from the Gold Coast to Adelaide, Darwin to Hobart, and Sydney to Perth. You can also see my credentials on the LinkedIn.

While technology now removes geographical barriers, having a trusted financial adviser working with you removes all the other hurdles on your journey to financial freedom. I engage with my clients discussing all sorts of things. For example, life experiences, families, retirement, including the grandchildren. By learning a great deal about you, this in returns helps me identify what is important to you.

For example, a chat with a client earlier in my career gave me a nudge as well. I discovered the importance of goals, both for financial and personal fulfillment. The client and I found that traveling was closer to our heart, and that conversation inspired me to pursue my goal as a globetrotter. That led to a new distinct approach to financial planning based on goal setting. I specialize in setting goals with my clients, especially earlier in their working lives. I strengthen these with strategic financial advice and regular monitoring. Ticking off these goals on the journey to financial freedom brings exceptional joy to my clients and myself. While this remains the focus of my approach to financial planning, I also have expertise in Australia-wide Defined Benefits Schemes, intergenerational financial advice, investment management, your wealth creation, and risk protection.

My strategic advice has brought peace of mind to many. My philosophy in financial planning is simple, yet distinguished: tailor solutions for your individual circumstances. Let me guide you and protect your wealth while you tick off the goals on your bucket list. I look forward to meeting you.

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Meet Maciej Stanek

Meet Maciej Stanek

Check the transcript of the video here:

Hello, I’m Maciej Stanek, senior Financial Advisor and Director at Veurr. I’ve had more than 15 years experience in the finance industry. Today, I’d like to tell you a little bit about what we believe in at Veurr.

What does Veurr mean? The name Veurr is derived from Old Norse and it means protector and guide. This is our mission, to protect and guide you, and it means a lot to me as it is linked to my own personal values. I want you, my clients to feel confident and safe that I will be looking after your financial security while also providing education to help you achieve financial freedom. This mindset is different from what I experienced early on in my career. Let me share a little bit about that experience. When I first started in financial planning, I worked for one of the major banks. A typical conversation between a bank client and myself would be, “How are you mam, sir? What would you like to achieve when you finish working?” We would talk about their goals and their aspirations, travel, spare time, what dream cars they wanted to have. Everyone would be quite excited by this part of the conversation. And we would then write a big list of all the different things they wanted and figure out the cost of this type of post-working lifestyle.

Then I’d ask my client to share with me what they had done so far. For instance, “How much have you accumulated in income producing asset? Have you cleared all of your debts? Do you own your own home?”

All of these factors come into play to help somebody live a comfortable retirement lifestyle. And when I worked in the banking system, we would target a lot of clients who were nearing retirement, so maybe five, 10 years from that dream date. In a lot of instances, they had not been educated throughout their lives on how best to manage their money. They had not been guided, they had not been protected, they had not been told of other potential strategies they could be using to help them achieve their goal. There was usually a disconnect between what was achievable within the timeframe before retirement and what they actually could achieve. I left the bank and ended up working for a super fund and found that they treated their clients exactly the same way.

Now, for me personally, that does not gel with who I am. And why I do this? I really want to help people. And to me, the greatest satisfaction I can achieve from a job well done is when my client turns on and says, “You know what? Because of all the advice, because of the guidance, because of your help along the way, I actually got there.”

So, we really wanted to create a service where we have these conversations a lot sooner than age 50 or 55. That’s the mission of Veurr. Managing cash flow, saving, small investments, because we believe that with the right guidance, with our help, you can achieve financial freedom, especially if you know what that means for you and you’re clear about your goals. This is in line with my values and this is what I would like to share with every single one of my clients. Thank you.

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How to book a meeting

Make a booking

Check the transcript of the video here:

Hi, I am Maciej.

And I’m Imran. We are experienced financial advisors at Véurr, and we are based in Canberra. With Véurr, you can get quality financial advice without the geographical barriers. Meeting with an advisor is easy. No matter where you are in Australia.

You simply click a few links to book your time, and you’ll be online and talking to us before you know it.

So how do we deliver financial advice services to our clients around Australia?

We live in a digital world and time is precious. Yet everyone still needs quality financial advice to make informed decisions. From your first point of contact online to meeting with us face-to-face, via your device, from your home office, or even your car. The process has been designed to make your life as easy as possible. Here’s how it works. Make a booking on our website. Pay the consultation fee. Receive your meeting invite via your digital link. Make sure your internet connection doesn’t let you down, and attend the meeting online. To get the most out of our meeting, try to collect the following information, an outline of your goals, a recent super statement, an estimate of your assets, an estimate of your debts, your current personal insurances, such as life, total payment disability, income protection, and trauma. If you have it. A summary of your cash flow, which includes your income and expenses. Without this information, you won’t get the best outcome from this meeting.

Here is what to expect from our first digital meeting.

We’ll work with you to: one, understand your needs and circumstances.

Two, focus on the areas of your financial advice where we can help.

Three, define your goals.

Four, develop a game plan to achieve your goals.

And five, explain ongoing services if required. Preparing your statement of advice can take around four to six weeks, depending on the complexity of the advice and the research needed. We do the work in the background while you get on with your life. It’s simple, straightforward, and proven. If you’re interested in getting your finances organized in the simplest way possible, it’s time to contact Véurr.

Click the link on screen to book your initial meeting with our financial advisors.

Let Véurr be your guide and protector every step of the way.

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