Your Meeting, Your Way
We believe in adapting to the way that you work best. Whether you prefer virtual meetings from the comfort of your own workspace or in-person meetings, we’re here to accommodate your needs. Here’s how our flexible meeting options work.
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Meeting Us Online
Our virtual meeting service allows you to connect with us through Google Meet or Microsoft Teams, ensuring secure and convenient interactions wherever you are. Online meetings are ideal for busy schedules, enabling you to get the expert advice you need without leaving your workspace. If you’re new to virtual meetings, rest assured—we’ll guide you through the simple setup, providing easy access to your appointment.
Virtual Meetings with Our Team:
Receive a Meeting Invite: We’ll send you an email invitation to your preferred platform, complete with a link to join the session.
One-Click Access: Click the invitation link at the scheduled time to join the meeting. No additional downloads or account setup are necessary, making it quick and hassle-free.
Focused Consultation: Once connected, we’ll dive right into your questions, concerns, and goals, just as we would in person.
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In-Person Meetings
For clients who prefer face-to-face interaction, we welcome you to our office or, if more convenient, we’re happy to visit you at a place of your choosing. Meeting in person can allow us to build a more personal connection and provide tailored advice in real-time, especially useful for complex or hands-on discussions.
Flexible Options for Meeting in Person:
At Our Office: Experience a comfortable and professional environment equipped with the resources and privacy needed to explore how we can best support your goals.
At Your Office: Prefer the convenience of meeting in your own space? We’re happy to come to you, saving you time and ensuring a seamless, personalised experience.
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Your Meeting Experience
Regardless of how you choose to meet, every interaction is centred around you and your goals. We’ll listen closely, answer your questions in plain language, and provide actionable insights to support your success. From the initial consultation to ongoing support, we’re committed to delivering a seamless and productive experience, every time.
With Veritas, you have the freedom to choose how and where you connect with us. Get in touch today to schedule a meeting and start your journey with us—whether online, in person, or wherever you’re most comfortable.
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Ready to Get Started?
If you’re looking for reliable expertise with a down-to-earth approach, we’re here for you. Let’s start with a conversation—contact us today to discuss how we can help you achieve your goals.
Here’s how to get started
Pick a time
Schedule a free consultation either in person or virtually, at a time that suits you. This helps us understand your goals and tailor our approach from the start.
Chat with an advisor
Chat with an advisor who will get to know your needs and clearly outline our services, empowering you to make informed decisions with confidence.
Fixed fee quote
Once we’re up to speed, we’ll provide a clear, fixed monthly quote for our core services, so you’ll know exactly what to expect each month.
We’re here to help
Contact us today to find out more about how we can help you.
Our Approach to Client Success
We believe that great service starts with understanding. We take the time to learn about your unique circumstances, allowing us to provide personalised, jargon-free advice that supports your specific goals.
Tailored Solutions
We don’t take a one-size-fits-all approach. Our services are tailored to meet your unique needs and goals, aligning our guidance with what matters most to you.
Clear Communication
We simplify complex financial matters, providing clear explanations so you're informed and empowered to make confident decisions - without the jargon.
Proactive Advice
We go beyond compliance. Our proactive approach identifies opportunities and challenges early, helping you keep ahead in an ever-changing financial landscape.
Long-Term Relationships
We’re committed to lasting partnerships based on trust and expertise. We’re not just here for a transaction; we’re here to support you at every stage of your journey.