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

Investing for wealth

Protecting your wealth

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

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

HEAD OFFICE

Level 2, 11 National Cct
Barton ACT 2600
02 6171 1777
infofp@veurr.com.au

financial services guide

Veurr Financial Planning Pty Ltd, ABN 16 635 751 423, is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd, ABN 23 065 921 735, AFSL 229892.

Registered Office: Suite 4 Level 24, 1 Market Street Sydney NSW 2000

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Lifespan Financial Planning Pty Ltd, we are bound by Lifespan’s Privacy Policy. (here is the link; Privacy Policy (lifespanfp.com.au)

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of this website do not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.’