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Veritas Wealth Management

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Veritas Wealth Management

Overview:

We have offices in Cape Town and in Paarl and have three Key Individuals in the business. All of our planners are CERTIFIED FINANCIAL PLANNER® professionals; which is the internationally recognised academic mark of excellence.
What we do

Through our financial planning process, we help you understand your lifestyle goals and develop a plan to ensure you can achieve these.
Our advice is based on knowledge and hard earned insight that we have gained through experience and our commitment to remain at the cutting edge of financial planning best practice.
We call our approach and process Lifestyle Financial Planning

At Veritas we believe it is best to adopt a comprehensive approach to financial planning. Our approach ensures that we take into account all the facts and consider the environment as a whole (as opposed to a piecemeal approach that involves isolated investment decisions).
Benefits of our Lifestyle Planning Process

The objective of our process is to produce a financial plan based upon clearly defined financial goals set by you the client that provide a framework for decision making by developing:

   An appropriate investment strategy
   A risk management plan, and
   A succession plan

We refer to these as the pillars of our comprehensive financial planning process.

By following this process you will enjoy:

   Clarity of thought
   Informed decision making, and
   Peace of mind.

Steps in our Lifestyle Planning Process:

1. Set goals
We will help you articulate and set realistic financial goals.

2. Gather relevant client information
We will gather relevant information to help us analyse your circumstances.

3. Analysing your circumstances
We will analyse your current situation and then put together a plan that will help you to achieve your lifestyle dreams and aspirations.

4. Make recommendations
The financial plan is the document that records your objectives and sets out in detail how your objectives can be achieved. It will deal with each of the pillars of holistic financial planning. Our recommendations will deal with every aspect of your financial decision-making, leaving you with complete peace of mind.

5. Implementing our advice and recommendations
Once the financial plan has been signed off by you we will then implement the recommendations in the plan as efficiently as possible.

6. Reviewing your financial plan
Reviewing a financial plan is often the most neglected part of any advisory relationship. Clients often think that once the plan is in place then they are okay. It is crucial to go through this whole process once a year. Things will change in your circumstances, in the economy or in the law, which will make it imperative to re- look the plan and make sure that it is still relevant.

Vision:

Our Vision

Our name Veritas, meaning “truth” in Latin, captures what drives us in a world where truth is unfortunately not always the norm. We strive to earn the trust of those whose wealth we manage by honouring their expectations, set in accordance with our high standards. At Veritas we will always honour our values: integrity, prudence and delivery. In a field where there are so many unknowns, people will always be able to rely on our word.

Our prudence comes from our pure advice experience, which differentiates us from many other financial advisors, enabling us to share considered insight. With no product selling background we have a clearer mindset to find an unbiased, real solution that is more effective.
At the same time we are cognisant that the real value lies in the outcome, which is why our team goes out of its way to deliver.

History:

WINNERS OF THE 2013 FINANCIAL PLANNER
OF THE YEAR AWARD

Barry O’Mahony, the founder of Veritas Wealth Management, was honoured as the Financial Planner of the Year at the annual conference of the Financial Planning Institute (FPI) in Sandton on the 11th June 2013. The award is co-sponsored by the FPI and Personal Finance.

O’Mahony says he is honoured to have been selected for the award considering that it is one of the highest accolades in the financial planning industry.

To receive the CFP accreditation, financial planners have to complete the Postgraduate Diploma in Financial Planning and join the FPI and subscribe to its code of ethics.

To be eligible for the award, financial planners have to submit at least two detailed financial plans, subject their businesses to a site visit and take part in a panel interview. Three different panels drawn from the financial planning industry, financial planning academics and Personal Finance’s editor, Laura du Preez, participated in the judging.

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