We go out of our way to help you.
Verso Wealth specialises in providing life-centered financial planning to individuals.
We care for our clients by helping them achieve their life goals through proper financial planning and management. Along the journey of our relationship we will have conversations about wealth management, investment planning, risk assurance (life, disability and dread disease cover), business assurance, retirement planning, trusts, estate planning and wills.
Verso Wealth is the financial planning division of the Verso Group. When selecting a company to partner with, to provide financial and investment advice to clients, the Verso Group was focused on establishing a relationship with a well-known business with strong ethical values, cost-effective solutions, total transparency, and superior financial expertise. We found this in the Galileo Capital Group and are proud of our partnership with them.
established when we
get to know each other.
Helping you flourish
We want to see you flourish. We recognise that you have unique personal life goals, you perceive value differently and we know that personal financial planning can be a daunting task. We aim to understand what drives you so that we can develop strategies that allow you to focus more of your time and resources towards the things you value most.
We analyse your current financial position in relation to your life goals and provide you with a tailored, written, financial plan and implementation strategy. This acts as a roadmap to illustrate your position, your desired destination and the recommended routes. We develop a professional relationship with you over time and are with you every step of the journey. We recognise that change is the only constant in life, so we commit to reviewing your plan regularly.
How we add value
Our team has the knowledge and expertise in the following areas:
Personal Risk Management
People dedicate a lot of their time, effort and money to building their investment portfolios and businesses but often neglect to protect against real risks.
Non-retirement investment planning ranges from building an emergency fund, so that you don’t have to delve into credit when curveballs are thrown your way, to providing for education, holidays and other things that are important to you.
The traditional concept of retirement is evolving. Our aim is to enable you to work towards a position where you don’t have to work to earn an income. This is true financial freedom. Once in this position, you can choose what to do with your time.
We assist you in developing a succession plan based on your personal wishes, in the event of your death. This plan will also ensure that costs and taxes are minimized and that there is sufficient liquidity (cash) available to cater for this.
We care about who you want to be.
In the media
All articles are written by our team, which includes our directors, financial planners and para-planners.
January 2020 Video NewsletterOctober 16, 2020
February 2020 Video NewsletterOctober 16, 2020
March 2020 Video NewsletterOctober 16, 2020
May 2020 Video NewsletterOctober 16, 2020
June 2020 Video NewsletterOctober 16, 2020
July 2020 Video newsletterOctober 16, 2020
August 2020 Video NewsletterOctober 16, 2020
September 2020 Video NewsletterOctober 16, 2020
October 2020 Video NewsletterOctober 16, 2020
Katlego Mei has proven to be professional and very detailed with regards to the details within the policy.
I value his support and input.
He is never too busy to take my calls regarding my queries.
Appreciate all the assistance.
“We have had a relationship with Brigitte Tamine of Verso Wealth for almost 8 years now and have found her to be most professional in all dealings, but without ever losing the personal touch, which we really appreciate. She has given us confidence that our investments are examined thoroughly and in line with our current needs and the advice she has given us has proven to be invaluable thus far. She covers detail in a pleasant manner and is always available when the need arises, either to meet with us at home or by telephone/email.
We would have no hesitation in recommending her to anyone who is seeking sound financial planning advice.”
Julie and Norman
“Brigitte Tamine has been our financial planner over the last several years.
She has impressed with her knowledge of the products available and her competent advice, always bearing in mind the client’s circumstances.
It is a pleasure dealing with Brigitte, who is always friendly and approachable.”
“I can’t recommend Brigitte enough to each and every person to ensure that their financial planning is sound. Brigitte has assisted me over the years making sure I put enough away for my retirement, something that I will no doubt thank her for when I do retire. Brigitte also ensured that I had a policy with Momentum for loss of income, something that I never thought I would need until last year! I suffered a terrible brain injury after falling off my bicycle, resulting in me being in hospital and booked off work for nearly 9 months. Thanks to my policy, I carried on earning a salary every month from Momentum, until I fully recovered and have just gone back to full time work and can now earn a salary from the company. Through my time in the coma /hospital and the resulting months thereafter, Brigitte was always available and so helpful to my family who stepped in, to ensure that it was activated. She helped with all the resulting queries and heath related issues over the months that kept coming up. Everyone should ensure that they are fully covered and looked after though their life by her practical and ethical advice, as she takes the person into account first and is not influenced by financial organisations. There are angels out there in the world, and Brigitte is one of them!”
A year ago I changed jobs and moved provinces. I decided it was a good time to approach a financial planner with some questions and reached out to Brendan from Verso over LinkedIn. Brendan came back with comprehensive feedback and comments that we worked through over time. Small lifestyle changes have led to positive habits that I am confident will steer me in a better direction than if I was to leave everything up to chance.
I have enjoyed speaking openly to someone I feel is at a similar stage of life and can see this “journey” out with me over the long term. I know Brendan has access to a range of skills and resources at Verso and I leave our catch up meetings feeling motivated. I’m glad I managed to reach out sooner rather than later.
Looking back on the year, I can quantify the benefit of some of my life changes but it’s hard to put a Rand value on the peace of mind I have received.
Just a short note to thank Brendan Dunn for the time spend on my financial planning. Brendan’s service was professional and friendly. He made an effort to find out what is important to me and what my dreams are in life. His advice was efficient, easy to understand and gave me options from which I could choose what I was most comfortable with.
I can highly recommend Brendan as financial advisor.