Veritas Wealth Cape Town

𝗠𝗲𝗲𝘁 𝗛𝗲𝗶𝗱𝗶!🌟 Heidi Young joined Veritas Wealth in December 2015 and has since transitioned from an implementation consultant to starting her journey in financial planning as a paraplanner in 2022. With her background in marketing management, bookkeeping, and financial accounting, Heidi brings a wealth of knowledge and dedication to her role. 💼📊 Outside of work, Heidi's world is all about her family and animals! As a devoted mom of two and a friend to all animals, she loves her “fur babies” 🐾 and embraces the busy lives of her children. Her perfect downtime is spent gardening 🌱 or letting off steam in the boxing ring. 🥊 She believes that sparring with a partner or punching bag is a great way to unwind and practice mindfulness! Learn more about Heidi, and the rest of our team, on our website. https://lnkd.in/dhxD8ZQN 🌀 #meettheteam #veritaswealth #financialplanning #paraplanner #careerjourney #animallover #gardening #familyfirst #mindfulness

💭 When we meet potential clients, we don’t just talk numbers - we dive deeper to understand what money truly means to them. It’s about more than financial security; it’s about exploring how having money could change their lives and help them achieve their goals. Curious to learn more? Read our article to explore the deeper meaning of wealth and how it impacts your life: https://lnkd.in/gyveinGu #financialplanning #wealthmanagement #lifestyleplanning #financialwellbeing #moneyandlife

💼 Running a successful business is rewarding but brings unique financial challenges. Like Charmaine, many entrepreneurs find it hard to separate business and personal finances, often taking on significant risk. Through thoughtful planning and guidance, we helped Charmaine untangle her finances, secure her future, and build confidence in her financial decisions. Read Charmaine's full story and see how we can help you take control of your financial future. https://lnkd.in/dhb2_B3E 🌀 #financialplanning #businessowner #financialwellness #wealthmanagement #veritaswealth #businessfinance #personalfinance

As part of Financial Planning Week hosted by the Financial Planning Institute, an inspiring event was held to help young professionals build a strong financial foundation. 🌱 Veritas Wealth was proud to have Cole Zweistra join the panel of advisers, sharing insights on everything from budgeting and investments to retirement planning. Read the full article below for some key steps to consider to kickstart your financial journey! 📖👇 https://lnkd.in/dpHzAVBN 🌀 #financialplanning #youngprofessionals #budgetingtips #investmentstrategies #retirementgoals #veritaswealth #financialjourney #financialeducation

We understand the importance of having a trusted sounding board during emotionally challenging conversations. With our expertise and compassionate approach, we help you navigate these moments with clarity and purpose. Let us guide you through, making it easier to think clearly and act decisively. Learn more about the value we add by making it easier to have those emotionally-difficult conversations: https://lnkd.in/dcJvEF-d 🌀 #financialplanning #proactiveplanning #lifechanges #securefuture #financialwellbeing #financialguidance #veritaswealth

📊 South Africa’s investment landscape is showing promising trends, with recent gains on the JSE and a stronger Rand following the election. Although these improvements start from a low base, the Government of National Unity and strengthened collaboration with CEOs are infusing new energy into the economy. Stay informed about these shifts and consider their potential impact on your investments. Read our latest newsletter article to explore the outlook and opportunities: https://lnkd.in/di9EQW3d 🌀 #veritaswealth #investmentnews #financialinsights #economicupdate #longterminvesting #financialplanning #southafricaeconomy

🎉 We are proud of Rick Briers-Danks being named as one of 𝗖𝗶𝘁𝘆𝗪𝗶𝗿𝗲’𝘀 𝗧𝗼𝗽 𝟱𝟬 𝗔𝗱𝘃𝗶𝘀e𝗿𝘀 for 2024! In a landscape where navigating complex life decisions is more essential than ever, Rick’s dedication, skill, and commitment to his clients’ financial well-being has earned him this incredible recognition. Congratulations Rick! 🌟 #citywiretop50 #financialplanning #awardwinningadviser #clientfocused #financialadvisor #wealthmanagement #veritaswealth

𝗩𝗲𝗿𝗶𝘁𝗮𝘀 𝗪𝗲𝗮𝗹𝘁𝗵 𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 This month we discuss: 🔹 Cautious Optimism in South Africa's Investment Landscape 🔹 Insights from the Young Professionals event held during the Financial Planning Week, where Cole Zweistra, one of our financial planners, participated as a panelist. https://lnkd.in/dbBKpPte 🌀 #newsletteralert #southafricaninvestments #financialplanning #veritaswealth

𝗠𝗲𝗲𝘁 𝗕𝗮𝗿𝗿𝘆 🌟 Barry O'Mahony , founder of Veritas Wealth Management, is not only passionate about financial planning but also about making a difference in the lives of others. While his work focuses on building long-term relationships and ensuring his clients’ financial well-being, Barry’s passion for rugby, community upliftment, and South Africa’s potential goes far beyond the office. After first visiting South Africa on a rugby tour in 1993, Barry fell in love with the country and its outdoor lifestyle. This love led him to establish the JDI Foundation, Vuka Rugby, and the CoolPlay Trust, where he uses sport to teach life skills and empower young South Africans. When he’s not busy with Veritas or his philanthropic work, Barry enjoys spending time with his wife, Lisa, a dedicated nutritional coach. Their family includes Connor, who is pursuing an engineering degree at Stellenbosch, and Neave, who is currently in Grade 10.   Learn more about Barry, and the rest of our team, on our website. https://lnkd.in/dhxD8ZQN 🌀 #meettheteam #veritaswealth #financialplanning #clientfocused #communityupliftment #charity

At Veritas Wealth, we understand the challenges of juggling a demanding career and managing your financial affairs. Like Johan, if you've been putting off financial planning, now is the time to take control and let your money work for you. We’re here to help you simplify, organise, and create a sound financial plan for your future and your family's peace of mind. Read Johan's full story and see how we can help you take control of your financial future. https://lnkd.in/dhb2_B3E #financialplanning #investmentstrategy #wealthmanagement #peaceofmind #ceolife #financialwellbeing #veritaswealth #smartinvesting