Veritas Wealth Lifestyle Financial Planning

Lifestyle Financial Planning

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’.
Occasionally English South Africa Investing
32 Episodes
1 – 20

Financial Planning for Blended Families

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…
17 Sep 25 min

Helping Yourself Before Helping Your Children

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…
26 Jul 18 min

Active Citizenship - Playing Your Part

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…
27 May 27 min

Help - My Parents Are Ageing!

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…
22 Mar 27 min

Getting Your House In Order

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…
9 Feb 18 min

Preparing Properly For Retirement

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…
16 Nov 2023 32 min

Preparing Properly for Retirement

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…
27 Sep 2023 32 min

Getting Rich VS Maintaining Wealth

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…
5 May 2023 9 min

True Wealth Gives You Freedom

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…
5 May 2023 17 min

Taking Over A Parents Life Policy : Is It Viable?

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…
8 Dec 2022 9 min

Enjoy It ... While You Can!

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…
8 Dec 2022 10 min

Core Business Offerings

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…
9 Sep 2022 13 min

Big Decisions Should Be Your Best Decisions

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…
29 Aug 2022 10 min

Young People Need Good Financial Advice

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…
29 Aug 2022 16 min

To Buy or not to Buy

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…
29 Aug 2022 13 min

Veritas Core Value Series - Episode 1 of 6

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…
3 May 2021 4 min

Veritas Values and What They Offer You

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…
12 Aug 2020 19 min

Veritas Wealth and Bruce Whitfield

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…
1 Jul 2020 46 min

Veritas Wealth - Lifestyle Financial Planning

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…
3 Jun 2020 17 min

Episode 4 - The lifestyle financial planning approach to education

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…
6 Feb 2020 7 min
1 – 20