Veritas Wealth Lifestyle Financial Planning

Lifestyle Financial Planning

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, toward genuine prosperity. This is when your resources are aligned with a sense of self and life. Some call it ‘marrying your money to your meaning’.
Occasionally English South Africa Investing
33 Episodes
1 – 20

Pedals, Planning and Perspective

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,…
27 May 12 min

Financial Planning for Blended Families

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…
17 Sep 2024 25 min

Helping Yourself Before Helping Your Children

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…
26 Jul 2024 18 min

Active Citizenship - Playing Your Part

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.
27 May 2024 27 min

Help - My Parents Are Ageing!

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…
22 Mar 2024 27 min

Getting Your House In Order

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 –…
9 Feb 2024 18 min

Preparing Properly For Retirement

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…
16 Nov 2023 32 min

Preparing Properly for Retirement

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…
27 Sep 2023 32 min

Getting Rich VS Maintaining Wealth

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…
5 May 2023 9 min

True Wealth Gives You Freedom

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,…
5 May 2023 17 min

Taking Over A Parents Life Policy : Is It Viable?

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…
8 Dec 2022 9 min

Enjoy It ... While You Can!

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…
8 Dec 2022 10 min

Core Business Offerings

Barry 0’Mahony discusses the 6 Core Values of Veritas Wealth and emphasises the value that true lifestyle financial planning brings to our clients
9 Sep 2022 13 min

Big Decisions Should Be Your Best Decisions

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…
29 Aug 2022 10 min

Young People Need Good Financial Advice

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…
29 Aug 2022 16 min

To Buy or not to Buy

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…
29 Aug 2022 13 min

Veritas Core Value Series - Episode 1 of 6

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…
3 May 2021 4 min

Veritas Values and What They Offer You

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…
12 Aug 2020 19 min

Veritas Wealth and Bruce Whitfield

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…
1 Jul 2020 46 min

Veritas Wealth - Lifestyle Financial Planning

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…
3 Jun 2020 17 min
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