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. Website

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 only hindsight can offer. Whether you’re just starting out or rethinking your pat...

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 a blended family or know...

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 planners, Rick Briers-Danks and Clare Cousins offer some food for thought. veri...

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. veritaswealth.co.za · Website

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 ones. Be brave. Be gentle. You may need a third party’s assistance, perhaps their financial pla...

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 organise and prepare for the year ahead. veritaswealth.co.za · Website

Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs. Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, towa...

Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs. Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, towa...

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 thing, keeping it is quite another As we know there are many different paths to richness but what...

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 exciting. Ultimately, Barry wanted them to understand the importance of fina...

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 like me should benefit from it. Is there any merit in this?” veritaswealth.co.za...

It is important to live life to the fullest while you still can. We encourage our clients, who have retired, to get out and about, take up hobbies, visit family around the world …and explore! At the same time, it is important to maintain a balance between enjoying your hard-earned financial independence now AND keeping a check on the sustainability of your income. In our latest podcast, Rick Brier...

Barry 0’Mahony discusses the 6 Core Values of Veritas Wealth and emphasises the value that true lifestyle financial planning brings to our clients veritaswealth.co.za · Website

Unlike trying to habitually save on the little things, like those everyday cappuccinos, we do not get much practice at making the best of the big decisions in life. To achieve this, you need to consider what is important to you and then determine the best way to invest your money. As we head into 2023, here is a guide to help you ahead of making any big decisions in the new year. Click below to li...

One of the goals of this year’s FPI Financial Planning Week (October 2022) is to share insights with young professionals. In his latest podcast, Veritas Wealth’s Rick Briers-Danks, shares some basic principles for young adults to follow in order to develop healthy financial habits. “Everyone has a different relationship with money, no one size fits all,” says Rick, “But there are practices to foll...

Adults are often expected to agree on the best financial advice. But, on a recent holiday with friends, Veritas co-founder Rick Briers-Danks discovered contrasting opinions on buying versus renting. Traditional views are being challenged by a rapidly changing world where the property market is in a state of flux, and potential homeowners enjoy far greater options. If you want to hear both sides of...

Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs. Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, towa...

Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs. Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, towa...

Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs. Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, towa...

Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs. Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, towa...

Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs. Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, towa...

Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs. Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, towa...

Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs. Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, towa...

Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs. Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, towa...