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Financial planning services

When it comes to mapping out your future, there are plenty of actions you can take early in your life to set yourself up for the future. It doesn’t need to be difficult!

Véurr will help you with:

Digital consultations

It’s not always easy to meet face to face. Save time and make your financial planning as simple as possible with Véurr digital consultations.

1

Make a booking and agree to the consultation fee

2

Check your internet connection won’t let
you down

3

Receive your booking details from Veurr

4

Meet with an expert
online to understand your financial pathway
Make a booking

Preparing for
your consultation

To get the most out of your meeting with a Véurr financial adviser, collect as much information as you can, such as:
  • an outline of your goals
  • your recent super fund statement
  • an estimate of your assets and income
  • an estimate of your liabilities (loans/debts)
  • your current personal insurances
    (Life, TPD, Income Protection, Trauma)
  • a summary of your cash flow (income and expenses)
  • your last payslip, if applicable
  • your current driver’s licence
  • your Tax File Number
5
steps at our first
digital consultation

Our first consultation

At our first digital consultation, we’ll work with you to:

1 – Understand your needs and circumstances

2 – Focus on an area of your finances where we can help you

3 – Define your goals

4 – Develop a game plan to improve your chances
of achieving your goals

5 – Explain ongoing services, if required

Véurr will then undertake necessary research and prepare a statement of advice for you (this will take 4 to 6 weeks). The advice will contain recommendations for your consideration. And it can all happen online.

Your privacy matters

We are committed to ensuring the privacy and security of your personal information. As an authorised representative of  Lifespan Financial Planning, we are bound by Lifespan Privacy Policy.

Read our Financial Services Guide