Prepared for Corey Wastle
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If retirement is getting closer, do you know whether your money can support the life you want?
Having money in super and investments doesn't automatically tell you when you can retire or how much you can afford to spend.
Verse Wealth uses personalised financial modelling to show where you may be heading and how different choices could affect the plan.
You can compare options while there's still time to do something about them.
If you want to see whether you're on track, book a complimentary video chat with Verse. It takes 30 minutes.
This is general information only, not personal financial advice.
Can I retire when I want, or do I need to change something now?
That's hard to answer by looking at your super balance alone.
Your spending, investments, debt, future income and the life you want all affect the answer.
Verse Wealth can bring those pieces together and model what different retirement choices may look like.
If you want a clearer answer, book a complimentary video chat and see if Verse is the right fit.
This is general information only, not personal financial advice.
Retire sooner or spend more now. Which choice would you put first?
Plenty of financial decisions involve two things you genuinely want.
The useful question is what each option changes.
Verse Wealth uses financial modelling to compare trade-offs between your goals and the strategies available to you.
You can see the effect of each choice before you make a big decision.
Book a complimentary video chat with Verse if you'd like to compare your options.
This is general information only, not personal financial advice.
The first chat with Verse takes 30 minutes. It's free and there's no obligation.
You explain what's happening with your money and what you want help working out.
Verse explains how it may be able to help, what the advice process looks like and how fees work.
If it feels like a good fit, you can decide what happens next. If it doesn't, you're not locked into anything.
Book a complimentary video chat and ask the questions you want answered.
This is general information only, not personal financial advice.
Your retirement plan has a number behind it, but the useful part is what that number lets you do.
Maybe you want to stop working sooner, travel more, help your family or simply feel secure.
Verse Wealth starts with the life you want, then works out how your money can support it.
Financial modelling makes the choices and trade-offs easier to see, so the advice has a clear purpose.
If you're preparing for retirement, book a complimentary video chat and see if Verse is the right fit.
This is general information only, not personal financial advice.
# Verse Wealth video script
## Can your money support the retirement you want?
If retirement is getting closer, you have probably asked yourself some version of the same question: are we actually on track?
You may have a healthy amount in super and investments, but that doesn't automatically tell you when you can retire, how much you can spend, or what needs to change before then.
That's where personalised financial modelling can help.
Verse Wealth can map your current position, the life you want and the choices in front of you. You can see how a decision such as retiring sooner, spending more, helping family or changing your investment strategy may affect the wider plan.
No model can predict the future perfectly. It can still make the trade-offs visible while you have time to act.
Verse then builds the advice around your life as a whole. Depending on your circumstances, that may include retirement planning, super, investing, tax planning, cash flow, property, debt, estate planning and insurance.
The first step is a complimentary video chat that takes 30 minutes. You can explain what you're trying to work out, hear how Verse may be able to help and ask about the process and fees. There's no obligation to continue.
If you want to see whether your money can support the retirement you want, complete the short form below and see if Verse is the right fit.
This is general information only. Personal advice depends on your objectives, financial situation and needs.
Thanks for booking a conversation with Verse Wealth.
You don't need to arrive with every answer or document. Bring the main question you want help with and a rough picture of where things stand.
We'll listen, explain how Verse may be able to help and talk through the process and fees. You can then decide whether the next step feels right.
Being on track means your money appears able to support the life you're planning, based on the assumptions available today.
That includes more than a super balance. Retirement timing, spending, investments, debt and future goals can all affect the answer.
Financial modelling brings those pieces together so you can see what may need attention.
Some financial decisions involve two outcomes you genuinely want.
Modelling can show how each option changes the wider plan. You can compare the effect of retiring sooner, spending more, helping family or taking a different investment approach.
The model doesn't make the choice for you. It gives you better context for making it.
For the first conversation, a rough sense of your super, investments, debt, income and spending is enough.
If something is missing, don't let that stop you from asking the question.
The first chat is about understanding what you need and whether Verse may be the right fit. More detailed information can come later if you both decide to proceed.
The first video chat is complimentary. If you decide to explore advice, Verse will explain the proposed scope and fees before you commit.
Your circumstances determine the work involved, so the fee can vary.
Ask anything you want to understand about the service, the process or the cost. A clear answer is part of deciding whether the relationship makes sense.
One question for our conversation
Preview: Start with the decision you most want to understand.
Hi,
Before we speak, write down the one financial question you most want answered.
It could be whether you can retire when you want, how much you can afford to spend, or what a big decision may change.
You don't need to organise every document or solve the problem first. Bring the question and the information you already have.
We'll start there.
The Verse Wealth team
What does on track mean for you?
Preview: The number is useful when it supports the life you want.
Hi,
Two people can have the same amount in super and want very different retirements.
One may want to stop working sooner. Another may want to keep working, travel more or help family.
Think about the life your money needs to support. That gives the financial conversation a useful destination.
The Verse Wealth team
Which two goals are competing?
Preview: Good financial decisions can involve two things you genuinely want.
Hi,
Some choices are difficult because both options are worth having.
Perhaps you want to retire sooner and spend more now. Helping family may sit beside protecting your own future. More certainty can also compete with flexibility.
If there's a trade-off on your mind, bring both sides of it. Modelling the options can make the effect of each choice easier to see.
The Verse Wealth team
What to have nearby
Preview: A short list is enough for the first conversation.
Hi,
If it's easy to find, have a rough sense of your super, investments, debt, income and regular spending.
Don't delay the conversation because a statement is missing or a number isn't exact. That first chat helps us understand what you want help with and whether Verse may be the right fit.
The Verse Wealth team
After the first chat
Preview: You decide whether the process and fit make sense.
Hi,
During the first conversation, we'll listen to what you're trying to work out and explain how Verse may be able to help.
We'll also talk through the advice process and fees. If it feels like a good fit, we can organise the next step. If it doesn't, there's no obligation to continue.
Speak soon,
The Verse Wealth team
Your super balance is only part of the answer
Preview: Retirement timing depends on more than one number.
People often ask whether their super balance is enough.
That number is useful, but it can't answer the whole question by itself. Retirement timing also depends on what you want to spend, the income your investments may provide, your debt, other assets and the choices you expect to make along the way.
Two households with the same amount in super can have very different plans. One may want to retire earlier and live simply. Another may keep working, travel often or help adult children.
A useful retirement plan connects the money to the life it needs to support. Start with the retirement you want, then work backwards through the assumptions that will shape it.
Once the destination is clear, the balance becomes one input among several. You can test whether the timing, spending and strategy appear to work together, then focus on the parts that need attention.
When both options are worth having
Preview: The job is to see what each choice changes.
Retire sooner or spend more now.
Help family or keep more set aside for your own future.
Pay down debt or invest more.
These decisions are difficult because both options can be reasonable. A quick rule of thumb rarely gives enough context.
Financial modelling can show how each path may affect the wider plan. Change the retirement date, spending level or amount set aside for family and the effect becomes easier to see.
The model won't choose for you. It gives you a clearer view of the trade-off, so you can decide which outcome deserves priority.
The wider view can also stop one decision from being made in isolation. A change to debt, work or family support may affect retirement timing and future spending. Seeing the links helps you judge the whole choice.
What's your money meant to do?
Preview: A plan needs a life outcome, not just a target balance.
A financial plan can become a pile of accounts, percentages and projections if nobody asks what the money is for.
For one person, it may need to fund a comfortable retirement. Someone else may want more time, the ability to support family or enough flexibility to make a career change.
Naming the outcome first gives every financial choice a job. An investment strategy can be judged by whether it supports the right timeframe and level of risk. A debt decision can be weighed against the freedom it creates or delays. A retirement date can be compared with the spending and security you want after work.
This also helps when two goals compete. You can see which one is getting more of your resources and decide whether that reflects your actual priorities.
The numbers still count. They simply work better when they're attached to a life you can describe.
This is also useful when several people are involved. Partners may agree on the broad goal but picture daily retirement differently. Adult children may be part of the conversation because support or an inheritance is being considered. An accountant or lawyer may need to help with a specific part of the strategy.
A clear life outcome gives those conversations a common reference point. Instead of debating an account or product in isolation, everyone can ask whether the choice supports the same destination, timeframe and level of security.
Describe the outcome as a real part of your life. If the description still depends on financial jargon, keep working until the life behind the numbers is obvious.
What financial modelling can actually do
Preview: It makes assumptions and trade-offs easier to see.
No financial model can predict the future perfectly.
It can show what may happen if a set of assumptions holds. You can also see which assumptions have the biggest effect and how a choice may change the path.
Try moving a retirement date, changing the spending plan or adding a major goal. The result can show where the plan has room and where it becomes tight.
Used properly, modelling gives you context for a decision. It leaves uncertainty in the picture while making the available choices clearer.
That context is especially useful when the decision is hard to reverse. Retiring, selling an asset or changing how much you give family can affect several parts of the plan at once. Seeing the assumptions on one page makes it easier to ask better questions before you act.
Use the output as a conversation aid. Review it when the assumptions change.
Your plan will need another look
Preview: Life changes, so useful advice can't stay frozen.
The plan you make today may need to change after a new job, a property decision, a family event, a market fall or a shift in your priorities.
That doesn't mean the original plan failed. It means the information and the life around it changed.
Useful advice should move with those changes. Review the assumptions, update the goals and check whether the current strategy still has the right job.
Sometimes the answer will be a small adjustment. A spending assumption may need updating, or a contribution strategy may need another look. Larger changes may call for a new model and a different sequence of decisions.
The value comes from keeping the plan connected to the life it's meant to support, even when the first version needs to change.
Regular reviews create a useful checkpoint. You can ask what changed, whether the old assumptions still make sense and which decision now deserves attention. That keeps the work practical instead of turning the plan into a document that sits untouched.
Every asset above plugs into one place in this flow. Once it's running, the only thing you see is qualified bookings on your calendar.
We handle every piece of the build, deployment, and the first 30 days of campaign management. You film, we run.
If yours isn't here, it's the first thing we'll cover on the call.
