
Veritas Wealth Solutions Pty Ltd
- Accounting
Veritas Wealth Solutions provides expert financial planning, accounting, and taxation solutions for all stages of life, based in Barton, ACT. Holding their own Australian Financial Services Licence (AFSL) and independent from any financial services business, banking institution, platform, or product, Veritas is able to provide clear and concise financial advice tailored to each client's circumstances and objectives.
Company Overview
Veritas Wealth Solutions is a trusted financial services firm offering high-quality investment and financial advice to help clients maintain and grow their wealth. The company's experienced advisers work closely with clients to develop comprehensive financial strategies tailored to individual circumstances and goals. What Makes Veritas Different: Veritas Wealth Solutions stands apart from most financial planning practices by holding its own Australian Financial Services Licence (AFSL). The company is not aligned with any financial services business, banking institution, platform, or product, enabling the team to provide clear and concise financial advice that truly suits each client's circumstances and objectives. This independence ensures that advice is always in the client's best interest. Services Offered: Financial Planning – Comprehensive financial planning services to help clients build, protect, and grow their wealth at every stage of life Accounting and Taxation – Professional accounting and taxation services to ensure clients meet their obligations while optimising their financial position SMSF (Self-Managed Super Funds) – Expert guidance on establishing and managing self-managed superannuation funds, helping clients take control of their retirement savings Contact Information: Address: Boeing Building, Level 1, 55 Blackall Street, Barton ACT | PO Box 5421 Kingston ACT 2604 Phone: 02 6162 1522 ABN: 57 161 503 411 Stay Informed: Veritas Wealth Solutions offers a quarterly newsletter providing relevant financial information to subscribers, keeping clients informed about important developments without unnecessary spam. Veritas Wealth Solutions invites prospective clients to get in touch and discover how expert financial planning can help achieve their wealth and lifestyle goals.
Services & Expertise
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Main Services
Service Focus
- Bookkeeping25%
- Tax Advice25%
- Company Tax Return25%
- BAS Lodgement25%
Service Area
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