Verse Wealth - Melbourne (VIC)

5 /5 Caitlin Bell: We received exceptional support and advice from Verse, which was aligned to our financial goals and stage of life. We recommend our advisor, Stuart Ruddick, to anyone looking for personable, caring and high quality advice. He really took the time to understand what was important to us and provided us with a plan that will help balance our financial priorities for the future with the things we have on our plate right now. We feel relieved to have someone we can trust providing us with advice.

5 /5 Tracy King: Josh McGrath and team at Verse have done a great job in changing our financial behaviour for the good. In the decade pre retirement, its better late than never, to embrace financial advice! We found Verse online and loved their approach from the start. The focus was on educating us, supporting us and allowing us to build a more stable financial future to support our life plans ahead. We have been 100% happy with their approach, service and outcomes. shhhhhh we still havent owned up to how much we spend on wine! Got to have some secrets heh xx. Would not hesitate to recommend the wider team at Verse for your financial mentorship, management and support ahead. Tracy

5 /5 Kate: We engaged with Verse Wealth after our financial circumstances changed significantly due to a deceased estate. From the initial consultation to our ongoing engagement, Josh has always made us feel like our life and financial situation is at the top of his priority list. He demonstrates a perfect balance between his high level of professionalism, a personal interest in our lives and a genuine commitment to see us financially succeed into our future. Josh holds a wealth of knowledge and has always been able to answer our questions, and provide advice without delay. He always ensures that we understand what has been explained, and his advice is always delivered in a clear format, making it easy for us to understand. Whilst we are relatively young and far from retirement, Josh has provided us with modelling that allows us to achieve all our life values and goals. Josh is someone we trust and hold with high regard, as his advice has enabled us to embark on a life goal that we never once thought was possible. We have no hesitation in recommending Josh, he deserves all the accolades that come his way!

5 /5 Lisa Daniel: I have been working with the team from Verse for a few years now, and I have absolute confidence in their knowledge, and that they have my best interests front and centre. I trust their advice as its a realistic approach to your financial position which includes your immediate, medium and long term goals. I can highly recommend Josh or Ellie, or anyone from the Verse team.

5 /5 Suzanna Fay: We have been working with Ellie Fordham at Verse Wealth for a few years now. She has been excellent in changing how we approach our saving and finances and has made a huge difference to our daily cash flow! It has been a huge decrease in our financial stress levels to be able to have a plan and a clear vision for our financial future. Thank you Ellie!