Veritas Wealth - Lifestyle Financial Planning

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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’.
3 Jun 2020 English South Africa Investing

Other recent episodes

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