Every band needs a great producer…

A Financial Plan should ensure there is harmony between all parts of your finances. Regular reviews and meetings can make all the difference. A key part of the Verve experience is that vital ongoing relationship with a Financial Planner.
Here are a few kind words from clients…

Steve was essential in helping me navigate the intricacies of tax planning. His sense of morality is, I am sure, not often found in this opaque world and the insight and knowledge that he possesses makes him an essential component in any Investment Planning.

Greg Wise, Actor.

Steve has been managing our finances for some 30 years and we now consider him a friend. He has always demonstrated a high level of skill and probity in managing our portfolio. It is significantly due to Steve that after 17 years of retirement we are still enjoying the ‘high life’ with a portfolio that’s holding its value.

Bruce & Sally McGarry

We have been receiving investment advice from Steve for many years. He’s a very good communicator and goes to great efforts to understand our needs and explains complex things clearly. He has a wide knowledge of factors influencing the investment world. He’s very quick to respond to questions and concerns. Our longstanding association has led us to have complete confidence in him.

Mike & Sarah Geary

We don’t tell people we have a Financial Adviser we tell them we have a Lifestyle Adviser…

Gary & Ruth Joseph

Steve has been my Independent Financial Adviser since 2004. He was recommended to us when my husband was terminally ill, and ever since then, Steve has expertly and reassuringly guided my family and I through all of the important financial decisions.

Steve is approachable, understanding, straight forward and professional. He offers personalised advice, clearly explaining a range of solutions to meet my goals. I always feel heard, understood and in safe, capable financial hands.

Carol Clinch