Lifestyle Financial Planning

Are you looking for the next big investment opportunity? In our latest podcast episode, we ask Rick Briers-Danks to reveal his best investment idea, and his answer may surprise you. Tune in to find out why the greatest chance to grow your wealth might be closer to home than you think.

Take a listen to Cole, one of Veritas’ advisors, as he reflects on a scenic ride through Cape Town that sparked a powerful conversation among a group of seasoned cyclists: what would we do differently if we had our lives over? From missed moments with family to financial planning missteps, he explored the wisdom that […]

In this episode of the Veritas Wealth podcast, Rick and Barry dive into the complexities of financial planning for blended families. As families merge due to remarriage or loss, new dynamics bring unique challenges and opportunities. From estate planning to handling relationships between family members, this conversation sheds light on key considerations. Whether you’re in […]

As a parent, it is natural to want the very best for your children, from education to providing life experiences, to  helping with a deposit on a house or buying their first car.  These are hugely emotive decisions, the effects of which are often overlooked on one’s own financial security. In this podcast, Veritas Wealth […]

We delve into the importance of active citizenship and feature some inspiring stories with practical insights and everyday heroes – a discussion around exploring ways we can each contribute to making our country a better place for all.

It is hard to balance the needs of children and those of our own ageing parents. We encourage you to put aside the guilt and anxiety and start having courageous conversations . What will happen should one of them be incapacitated, or pass away? What would they want? Talk to your siblings and other loved […]

One’s New Year’s resolutions fizzle fast.  Forbes reports 80% of us abandon them by February. However, creating an “In Case of Emergency List” is vital, despite its somber nature. It is for our loved ones’ sake, addressing what is left behind. We would encourage you to prioritise this list  – use your energy now to […]

Veritas Founder Barry O’Mahony was asked to discuss personal financial planning with a group of school leavers. According to Barry, he had to really think about what to say to them. Why? Well, typically, 18-year-olds – who are itching to set out into the world – would not find tax, risk or retirement planning particularly […]

This heading caught my eye recently on a blogpost by Morgan Housel of the Collab fund. I thought it was worth sharing some insights. Even if wealthy or rich is not a word you would apply to yourself, the lessons and observations from Housel apply to everyone at all income levels. Getting money is one […]

A client recently posed an interesting, thought-provoking question, which we think is worth sharing. The question was: “My elderly dad would like me to take over the policy on his life. He has no liabilities or dependants, has been paying this premium for many years and does not want to cancel it. He believes someone […]