About Veritas Wealth

VERITAS WEALTH: COMPANY PROFILE

Veritas Wealth is an independent, fee-based financial planning practice that follows the philosophy of `lifestyle’ financial planning. We help individuals and families make confident financial decisions by offering personalised advice rooted in trust, transparency, and long-term relationships. Our team is committed to guiding clients through life’s financial complexities with clarity and care.

IDEAL CLIENT

Our ideal client values financial clarity and wants to make informed decisions about their future. They are typically professionals, business owners or retirees who appreciate expert guidance and want a long-term partnership with a planner who truly understands their goals and values.

FINANCIAL PLANNING PHILOSOPHY

We believe financial planning is about more than just numbers. It is about understanding what matters most to you and helping you align your money with your life. Our approach is holistic, meaning we look at every aspect of your financial world – from investments and retirement to estate planning and risk management – to build a plan that supports your goals.

PROFESSIONALISM

At Veritas Wealth, professionalism means being reliable, ethical and respectful in everything we do. We take our responsibility seriously and always act in our clients’ best interests. Our planners are qualified, experienced and committed to ongoing learning so we can offer the highest standard of advice

FINANCIAL PLANNING FEE

We are transparent about our fees and believe clients should understand exactly what they are paying for. Our fees reflect the value of our advice, the time we invest in understanding your needs, and the ongoing support we provide. We will always explain our fee structure clearly before you commit to anything.

SERVICES

We offer a full range of financial planning services, including:

• Retirement planning
• Investment advice
• Estate and succession planning
• Risk and insurance analysis
• Cash flow and budgeting support
• Tax-efficient strategies

Each service is tailored to your unique situation and we work with you to ensure your plan evolves as your life changes.

OTHER RELEVANT INFORMATION

We have grown to a sizeable team that includes six CERTIFIED FINANCIAL PLANNER® professionals

Awards and Recognition:

Finalist FPI Approved practice of Year (2023) and (2025)

FPI-approved Professional Practice 2022

We are an FPI-approved professional practice. This accreditation, provided by the Financial Planning Institute of Southern Africa, validates that we adhere to the highest levels of standards and ethics and that we place the needs and objectives of our clients at the heart of our business.

Financial Planner of the Year 2013

Barry O’Mahony, the founder of Veritas Wealth Management, was honoured as the Financial Planner of the Year at the 2013 Financial Planning Institute (FPI) conference. To receive the CFP® professional accreditation, financial planners have to complete the Postgraduate Diploma in Financial Planning, join the FPI and subscribe to their code of ethics.

CFP™ Professional UK Accreditation

Clare Cousins is UK accredited and can offer advice to clients who have emigrated to the UK or to children of clients based in the UK.

We are proud of the relationships we build with our clients. Many have been with us for years and we have helped them navigate major life events with confidence. We also believe in plain language – no jargon, no confusion – just clear advice you can act on.