As scams continue to evolve, it’s important to stay on top of the latest information. Here are some tips for staying protected against some of the most common scams impacting Australians today and red flags to watch out for. What can you do to stay protected? Anyone can fall victim to a scam. As well … Read more
Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and get the most out of your fund with this quick guide. While the list of SMSF administrative tasks and responsibilities may seem daunting, it’s there for a good reason: to ensure your fund’s decisions protect … Read more
Want to invest but don’t know where to start? Here are five basic steps for investing. Define your goals Taking the first step on your investment journey may feel daunting. However, setting clear goals with achievable targets can be a good place to start in the planning process. ‘I want to retire at 60 with … Read more
How healthy are your finances? Isn’t it time you put your own financial wellbeing front and centre? You can take control of your financial future quickly and easily, with a simple financial health check. Just like your physical health, it’s worth giving your finances a checkup once in a while. Over time, unhealthy spending habits … Read more
Saving money doesn’t come naturally to everyone. Some people are wired to save – for others it takes a bit more discipline. But developing good savings habits can do so much for both your financial wellbeing and your future security. Just like money compounds over time, so do our habits. The more we see progress, … Read more
Your super balance will most likely play a big part in how comfortably you live in retirement. But depending on how far off retirement is for you, it might be difficult to gauge whether your super is on track, or if you might need a bit more saved up to live the lifestyle you want … Read more
Having a budget can help you stay on top of bills, pay off debt and save for long or short-term goals. There are many ways to go about it. One budgeting strategy is the 50/30/20 approach, which requires you to designate a portion of your earnings to three categories. Some of the benefits include being … Read more
Whether you are looking to minimise your tax, working and keen to grow/protect your wealth, thinking of retiring or are already retired, Andrew believes that affordable, personalised advice tailored to your own situation is the key to your success.
Education: Master of Business Administration (Finance & marketing) & Bachelor of technology (B.tech)
Hardik is a financial professional with an MBA in Finance and extensive expertise in financial planning. As a Senior Paraplanner, he brings a wealth of knowledge and a deep commitment to helping clients achieve their financial goals.
With significant experience in the financial industry, Hardik excels in creating detailed financial plans, performing comprehensive financial analyses, and supporting financial advisors with client portfolio management. His strong background in finance provides him with a robust understanding of market dynamics, investment strategies, and risk management, enabling him to deliver tailored solutions that align with each client’s unique needs.
In his free time, Hardik enjoys spending quality time with his family, biking, playing snooker, and exploring new culinary delights through cooking.
Master’s of Commerce & Bachelor of Commerce
Mayank has 8 years experience in the Financial Services industry, with extensive understanding and in-depth knowledge of Financial Planning.
Mayank enjoys systems and numbers, ensuring that every step that needs to be followed gets done and every step that is unnecessary be removed from the process. Being an open, honest and naturally empathetic person, Mayank goes out of his way to ensure that clients, family and friends are happy and content. In his free time, Mayank enjoys spending quality time with my family, creating lasting memories with the people who matter most to him.
Another activity he enjoys is travelling – exploring new places and experiencing different cultures is something that excites him.
Bachelor of Business – Major, Financial Planning
Jack Wyer is a Financial Planning Graduate who has recently commenced his Professional Year with Verity Wealth Solutions. With a Bachelor’s Degree in Business, Majoring in Financial Planning, Jack has demonstrated high achievement, receiving merit awards in both 2021 and 2022. Jack’s passion for helping others and his desire to see others succeed financially have been the driving forces behind his chosen career pathway.
Driven by his passion for financial well-being and his innate ability to connect with others, Jack is dedicated on making an impact on the lives of others. Through his expertise, empathy, and commitment, he strives to empower people to achieve their financial goals.
Alongside his financial planning endeavours, Jack finds joy in spending quality time with friends and family and wants to slowly visit new countries along the way. Jack is also an avid Soccer player, actively playing for a local team. When it comes to supporting a team, Jack goes for Tottenham in the English Premier League.
Jack Wyer’s Adviser Profile
