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The value of good financial advice

When it comes to financial advice, everyone is different. Some people want to do it all themselves, only needing help at crucial times such as when they’re changing jobs, retiring or making a large investment. Others want confirmation on the decisions they’ve already made. Or they may want a financial mentor who can help them with every financial decision.

The different types of financial advice

There are a range of financial advice options available, from ‘bite-sized’ advice on particular aspects of your financial situation to more holistic advice that looks at your complete financial situation. You can choose how you would like to receive this advice, over the phone, via video or in person.

The types of advice include:

General advice on life insurance, investing and wealth products

This can provide you with insights and support on a range of topics including investments, life insurance and super. As the advice for this option is general, it will not take into account your individual needs, objectives or situation.

Personal advice on specific needs

This provides you with personalised recommendations on specific areas such as insurance, superannuation or investments that take into account your personal circumstances.

Personal advice that looks at your whole picture

Here you can receive comprehensive advice on your complete financial situation with an indepth tailored plan based on your personal situation, objectives and needs.

Tailoring advice to your needs at the time

Start out with some General Advice

If you’re looking for factual information to help you make your own decisions about your superannuation, insurance or investment needs, then general advice might be for you.

Advice on a single topic

If you need tailored personal advice and recommendations on a specific area such as your life insurance, super or investments, you might consider this approach.

Holistic advice

This is comprehensive advice which considers your broader circumstances and provides you with fully tailored recommendations and strategies to manage aspects of your financial needs and wealth building goals.

These days, you can access advice in a way that suits you. Whether you choose to speak to someone over the phone or meet face to face, there’s a range of options available to you.

Source: BT

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.

Natalie Ybañez

Client Associate

Bachelor of Science in Entrepreneurship

Natalie joined Verity Wealth Solutions after completing her degree in Entrepreneurship. With a leadership background and a history of academic excellence, she brings dedication, initiative, and a strong work ethic to her role.

Natalie supports Verity Wealth Solutions clients with her exemplary administrative work with a focus on assisting with delivering quality advice and exceptional client outcomes.

Outside of work, Natalie enjoys reading fiction, collecting books, and building her own home library. She also loves exploring new places, discovering great food, and creating memories with family and friends.

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