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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:

PLANNING YOUR FUTURE

For your
next few years

and your long-term future.

A financial plan is your road map.

It’s designed to help you achieve your goals – for your next few years and your long-term future. Together we’ll set realistic expectations within your personal circumstances.

Part of planning your future is learning the skills and habits that can set you up to be financially free.

  • Want to buy your first home?
  • Interested in an investment property?
  • Want to put money aside for your child’s education?
  • Looking to buy a new car?
  • Hoping to retire sooner than most?

Start early to make a lasting impact on your financial future.

INVESTING FOR WEALTH

It’s the habits
you create

in managing your money
that affects wealth creation

It is not money on its
own that grows wealth.

  • Wondering if you have enough money to invest?
  • You’ve saved some cash – now what?
  • Wondering about the difference between speculating and investing?
  • What’s the benefit of superannuation – in your 20s, 30s, 40s and beyond?
  • Do you understand what risk is?

PROTECTING YOUR WEALTH

Expect the
unexpected in life

and take the necessary steps
to prepare for your Plan B or Plan C.

Think about:

  • How do you maintain an income if you’re injured and can’t return to work?
  • How will you or your family be impacted if you lose your income, especially if you’re the main income earner?
  • How would a change to your regular income affect your lifestyle?
  • How can you manage risk at different stages of your life?

We’ll help identify the potential risks to your wealth. We can explore different types and levels of insurance cover to bridge any gaps so your financial situation remains stable when you face personal challenges.

GET INSPIRED! EXPLORE OUR LEARNING HUB

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

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.

Keep your journey going

BOOK A DIGITAL CONSULTATION