Verity Wealth Solutions - Edithvale, Victoria
Address: 215 Nepean Hwy, Edithvale VIC 3196, Australia.
Phone: 397732555.
Website: veritywealthsolutions.com.au
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 61 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Verity Wealth Solutions
⏰ Open Hours of Verity Wealth Solutions
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Verity Wealth Solutions: A Comprehensive Overview
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Verity Wealth Solutions is a distinguished financial consultancy and planning firm dedicated to providing tailored financial strategies for individuals and families. Situated at 215 Nepean Hwy, Edithvale VIC 3196, Australia, the company operates with a commitment to building long-term relationships based on trust, transparency, and a deep understanding of their clientsâ unique circumstances. Their primary focus is on helping clients achieve their financial goals, whether it's retirement planning, investment management, wealth accumulation, or estate planning.
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Specializations and Services
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Verity Wealth Solutions specializes in offering a comprehensive suite of financial consultant and financial planner services. They excel in areas such as:
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- Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, taking into account factors like age, lifestyle, and desired income.
- Investment Management: Creating and managing investment portfolios aligned with clientsâ risk tolerance and financial objectives. This includes asset allocation, diversification, and ongoing performance monitoring.
- Wealth Accumulation Strategies: Identifying opportunities to grow wealth through various investment vehicles and financial planning techniques.
- Estate Planning: Assisting clients in planning for the transfer of assets and the management of their estates, minimizing tax liabilities and ensuring their wishes are honored.
- Personal Financial Planning: Providing holistic financial advice covering budgeting, debt management, insurance planning, and tax optimization.
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The team at Verity Wealth Solutions prides itself on a client-centric approach, prioritizing clear communication and personalized service. They understand that every clientâs situation is unique, and they take the time to thoroughly assess their needs and develop strategies that are specifically tailored to those needs.
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Location and Accessibility
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The companyâs physical location at 215 Nepean Hwy, Edithvale VIC 3196, Australia is easily accessible. They are committed to providing a welcoming and convenient environment for their clients. Key accessibility features include:
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- Wheelchair-Accessible Car Park: Ensuring convenient parking for clients utilizing mobility aids.
- Wheelchair-Accessible Toilet: Providing a comfortable and accessible restroom facility.
- Toilet Facilities: Standard restroom facilities are readily available.
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Appointments are recommended to allow for a dedicated and thorough consultation. Clients appreciate the opportunity to discuss their financial concerns in a relaxed and confidential setting.
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Client Feedback and Reputation
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Verity Wealth Solutions has garnered a strong reputation within the community, reflected in its impressive average opinion of 5/5 on Google My Business. With over 61 reviews, the feedback consistently highlights the companyâs professionalism, expertise, and commitment to client satisfaction. Clients frequently commend the team's ability to listen attentively, understand their goals, and develop practical, effective solutions. Many describe the experience as both informative and reassuring, fostering a sense of confidence in their financial future.
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One client stated, âWe got a nice surprise when we met Andrew at Verity Wealth. He really listened to what our goals were and was very eager to put a plan in place for us. We walked out of that meeting feeling confident and excited for our financial future. We would recommend Verity Wealth to people of all ages. Itâs never too early or too late to get your finances in order.â
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The positive reviews frequently emphasize the teamâs approachable demeanor and their dedication to providing clear and concise explanations of complex financial concepts. Clients appreciate their willingness to answer questions thoroughly and to provide ongoing support and guidance. The overall sentiment suggests a high level of trust and satisfaction with the services provided.
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Contact Information
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For further information or to schedule an appointment, please contact Verity Wealth Solutions:
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- Phone: 397732555
- Website: veritywealthsolutions.com.au
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Verity Wealth Solutions strives to be a reliable and trusted partner in helping clients achieve their financial aspirations. Their commitment to personalized service, combined with their expertise and accessibility, makes them a valuable resource for individuals seeking comprehensive financial planning support.
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"summary": "Verity Wealth Solutions is a highly-rated financial consultancy providing tailored retirement, investment, and estate planning services with a focus on client satisfaction and long-term financial security.",
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👍 Reviews of Verity Wealth Solutions
