Financial planner · Melbourne

Verse Wealth

Statement of Advice from $3,300 (fee-for-service)

AFSL-licensed financial planning firm with 12 advisers in Melbourne CBD, Melbourne. Specialises in wealth accumulation, retirement planning, business owners.

Is Verse Wealth a good financial planner?

Verse Wealth is an established financial planner provider based in Melbourne, Australia. AFSL-licensed financial planning firm with 12 advisers in Melbourne CBD, Melbourne. Specialises in wealth accumulation, retirement planning, business owners. Pricing is statement of advice from $3,300 (fee-for-service).

Review data aggregated from public sources including Google and Productreview.com.au.

Key takeaways

  • Verse Wealth is profiled in our independent financial planner directory.
  • Primary location: Melbourne, Australia. Pricing: Statement of Advice from $3,300 (fee-for-service).
  • Best for: AFSL #523541.
  • Website available for direct booking.
  • Compare with alternatives in our 2026 national ranking.

What Verse Wealth offers

AFSL #523541
FAAA member
CFP-credentialled lead adviser
Fee-for-service (no commissions)
12+ advisers on staff
Melbourne CBD based

Common questions

Verse Wealth FAQs

Is Verse Wealth reputable?

Verse Wealth is profiled in our independent directory based on public records and the provider's own published information. We do not yet aggregate review data for this category.

How much does Verse Wealth charge?

Verse Wealth's pricing falls in the "Statement of Advice from $3,300 (fee-for-service)" range. Exact quotes depend on the specific service and scope — request a free written quote to compare before committing.

Where is Verse Wealth based?

Verse Wealth is primarily based in Melbourne, Australia, and serves clients across Melbourne and surrounding areas. Check with the provider directly for specific service-area coverage.

What are the alternatives to Verse Wealth?

Our independent ranking of the top financial planner in Australia includes Stanford Brown, Apt Wealth Partners, Crystal Wealth Partners. Each has different strengths — see our comparison for a side-by-side breakdown.

How much does a financial planner cost in Australia?

Initial advice (Statement of Advice): $3,300-$5,500 typical, up to $8,000 for complex situations. Ongoing advice: $3,000-$8,000/year for $500k-$2M households. Hourly: $300-$600/hr. Robo-advice (Stockspot, Six Park): $50-$140/month. Many planners offer free 30-minute initial discovery calls before you commit. Fee structures matter: flat fees are typically better for clients than asset-based fees (which penalise portfolio growth) or commission-based fees (banned for most products since 2014).

How do I find a financial planner I can trust?

Verify on ASIC Financial Adviser Register (moneysmart.gov.au) — every licensed adviser is listed with qualifications, employment history, and any disciplinary action. Look for: CFP (Certified Financial Planner) or higher qualification, independent or non-aligned (not owned by a bank), upfront transparent fees, willingness to walk you through their fee structure, listening to your goals before recommending products. Avoid: anyone who recommends specific products before understanding your situation, "free" advice that's actually commission-based.

Should I trust my bank's financial planner?

Bank planners can be competent but face structural conflicts: limited product approval lists (often only their bank's in-house funds), pressure to meet sales targets, less competitive insurance pricing. Generally fine for: super consolidation, basic insurance review, mortgage-related advice. Independent planners are better for: complex investments, retirement strategy, aged care, estate planning, business owners. Always check the ASIC Financial Adviser Register to verify their qualifications and any past disciplinary actions.

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