Planner Pulse 039: [Start-up series] Verse Wealth — Pricing advice with values and value at the core

James O’Reilly and Corey Wastle started a Melbourne-based financial planning business called Verse Wealth in January 2015.

This is the eighth episode in a monthly series with James and Corey, to follow their first year in business.

This week we’re talking pricing.

Listen and learn

In this episode, we chat about:

Where the bloody hell are you?

  • Why Corey and James have opened a second office in Sydney

  • How the recruitment process for their first staff member is progressing

  • Corey shares he's a finalist in the AFA Rising Star Award, with the winner to be announced in late October







Deep dive

  • How Verse Wealth price their financial planning services and why (hint: values and value play a big part)

  • What variables go into calculating fees for clients, and what tool they use to help them

  • We walk through a pricing example for a full service client

  • Why Verse don't put fees on their website

Smarter not harder

  • James tells us about an online scheduling tool called Calendly they are using to book client appointments quickly and easily. James says it's "bone easy".

  • James also shares a tool they are using to send SMS surveys following client appointments

Listener questions

  • "It feels like there’s a heap of events happening at the moment (e.g. FPA conference, AFA conference, etc). They are often a big investment in time and money to attend. What does a dream event for you look like?"

People on this episode

Mentioned on this episode