Wealth by design

I met with Velaris Private Wealth on the recommendation of a friend. My adviser has been excellent in understanding my beliefs about money, my personal situation and my professional goals. They used all these inputs and more, to jointly build a financial plan that gives me confidence to make the decisions both personally and professionally.”

Before I got involved with you, I didn’t really have anyone I felt could talk to, felt confident that I could share my financial thoughts with or that I could trust enough to give me advice that was good for me, as opposed to good for the person that was giving me the advice. Which is really in the first place why I came to see you. You are my sounding board. I know that you only have my interest at heart.

You help me understand who and what I can be financially, and to live my life based on what I have. You help me understand how I can optimise the way I use the funds I have.

They have encouraged us to dream more and find a way to do the things we as a family would love to experience. It’s been an outcome that is not a one-size fits all but rather a plan that is personal and empowering…a can do plan!! For me it has been liberating to say the least.

My husband and I were recently recommended to Velaris Private Wealth. Rather reluctantly and approaching the situation with a ‘let’s have one more go’ attitude, we thought we’d contact Justin – the fourth financial advisor in 10 years. To our surprise, these people listened and the can-do attitude just blew us away. We have come through a process that has been enabling rather than disabling. A process that has meant that we can fulfill the dreams that someone has listened to, rather than just look at the bottom line and our pay-slip!

I have never met anyone who was more diligent than you about serving their clients to the highest standard. It is a privilege to be one of your clients.