Veracity Wealth Planning

Veracity Wealth Planning

Veracity Wealth Planning is a privately owned full service financial planning practice operating on the Gold Coast. We are a boutique financial planning practice with a small, but dedicated team who understand that every client is unique, and the relationship and services provided need to be tailored to your specific circumstances. Our focus is on ensuring that our relationship will provide you with a better financial future.

Matthew Robertson, the owner and senior financial planner at Veracity Wealth Planning, has been in the financial services industry for more than 20 years and has the top industry qualification of being a Certified Financial Planner. His team of four staff are dedicated to the success of the business and helping clients achieve their goals.

We can assist you with budgeting, superannuation (including extensive experience with self managed super funds) personal and business insurance, tax minimisation, investments, savings plans and other methods of wealth creation, centrelink benefits, preparing for retirement, income in retirement and much more.
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