What We Do

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!

Personalised advice vs.
generic plans

We work closely with you to design a strategy that reflects your unique goals, values, and circumstances - not just a one-size-fits-all solution.

Clarity and confidence vs.
financial uncertainty

We empower you with clear, actionable steps so you can make informed decisions and feel confident about your financial future.

Evolving strategies vs.
set-and-forget

Life changes, and so should your financial plan. We adapt your strategy to keep you on track as your needs and goals evolve.

Véurr will help you with:

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.

It is not money on its own that grows wealth.

It’s the habits you create in managing your money that affects wealth creation

  • Wondering if you have enough money to invest?
  • You’ve saved some cash – now what?
  • Pondering 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?

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.

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.

Make a digital booking

The benefit of our quality financial advice is that it has no geographical barriers. With Véurr, you can meet with us from anywhere in Australia. It has never been this easy.

Step 1
Book Your Consultation
Secure your spot by making a booking and confirming the consultation fee - your first step towards expert financial guidance.
Step 2
Prepare for Session
Make sure your internet connection is strong and reliable so you can get the most out of your online meeting.
Step 3
Receive Booking Details
We’ll send you all the information you need, including your meeting link and preparation tips, directly to your inbox.
Step 4
Meet Financial Expert
Join your online session with a Véurr specialist to explore your goals and map out a personalised financial pathway.

Make a digital booking

The benefit of our quality financial advice is that it has no geographical barriers. With Véurr, you can meet with us from anywhere in Australia. It has never been this easy.

01
Book Your Consultation
Secure your spot by making a booking and confirming the consultation fee - your first step towards expert financial guidance.
02
Prepare For Your Session
Make sure your internet connection is strong and reliable so you can get the most out of your online meeting.
03
Receive Booking Details
We’ll send you all the information you need, including your meeting link and preparation tips, directly to your inbox.
04
Meet Financial Expert
Join your online session with a Véurr specialist to explore your goals and map out a personalised financial pathway.
Step 1
Book Your Consultation
Secure your spot by making a booking and confirming the consultation fee - your first step towards expert financial guidance.
Step 2
Prepare For Your Session
Make sure your internet connection is strong and reliable so you can get the most out of your online meeting.
Step 3
Receive Booking Details
We’ll send you all the information you need, including your meeting link and preparation tips, directly to your inbox.
Step 4
Meet Financial Expert
Join your online session with a Véurr specialist to explore your goals and map out a personalised financial pathway.

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

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

Keep your journey going

HEAD Office

Unit 30 / 2 King Street
Deakin ACT 2600
02 6171 1777
infofp@veurr.com.au

Satellite OfficeS

Goulburn, Sydney & Melbourne

 

Véurr 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 (lifespanfp.com.au)

© 2025 Véurr Financial Planning Pty Ltd. All rights reserved. Designed by leadsense.

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.’

Book A Consultation

Build a Future
You Can Rely On

Build a Future You Can Rely On

Personalised financial strategies for every stage of life

Years of Experience
20 +
Families Advised
1000 +
Assets Under Management
$ 200 M+