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(03) 9773 2555

Latest News

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21Nov
Pulse checking your finances

Your financial health is key to the health of your wellbeing, relationships, work and home life. It’s important to have a regular checkup of your…

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21Nov
Grow your retirement income

In retirement, every dollar counts and it is worth exploring different strategies to grow your retirement income. Here’s how do it… Use your super wisely…

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15Nov
Pros and cons of Self Managed Super Funds (SMSFs)

While self managed super funds are not for everyone, they do offer significant benefits. Running an SMSF successfully requires investment, legal, super and admin skills…

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15Nov
Nine bad habits of ineffective investors: common mistakes investors make

Introduction In the confusing and often seemingly illogical world of investing, investors often make various mistakes that keep them from reaching their financial  goals. This…

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15Nov
AI and bank shares push super balances higher in 2024

Superannuation funds have recorded another impressive year of returns for members with international technology and Australian banking shares driving above average returns over 2024. Concerns…

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15Nov
What is a distribution?

A managed fund generates income from its investments – for example, through share dividends, interest on cash or fixed interest investments in the fund, or…

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15Nov
How do hedge funds work in a volatile market?

While an exposure to hedge funds can provide a lift to a portfolio’s performance, they also offer the potential to generate high returns… at a…

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15Nov
Ever thought of investing in essential services?

Investing in infrastructure is about investing in the companies that provide essential services to society and earning predictable, reliable returns in the process. More than…

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15Nov
Economic and market overview November 2024

Investors maintained a healthy risk appetite for much of October, which enabled major share markets to make further progress. Movements in the US set the…

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15Nov
As value outperforms again, is your portfolio ready?

As value returns to market favour it’s time to check in on your portfolio – but not all value exposure is created equal. A notable…

Hardik Gupta

Senior Paraplanner

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.

Mayank Manta

Team Leader

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.

Jack Wyer.

Financial Adviser

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