Veritas Wealth
Rick Briers-Danks
Contact Person
Our Identity
Veritas (Latin for ‘truth’) is an independent, fee-based financial planning company. We believe that financial planning is often far more personal than it is financial. As independent advisers, we remain objective, ensuring our recommendations are driven solely by what is best suited to our clients.
Ideal Client
We assist individuals who want to take responsibility for their lifestyle but lack the time, knowledge, or inclination to manage their own affairs. We act as a partner who provides accountability and guidance.
Philosophy
Our “Lifestyle” approach moves beyond traditional net worth toward genuine prosperity—aligning your finances with your values and the life you actually want to lead.
Expertise & Services
Professional Standards & Fees
Trust is at the core of everything we do. All client-facing planners are CFP® and FPI accredited professionals.
- Fee-Based Structure: We charge an ongoing fee based on Assets Under Management (AUM).
- Initial Planning: A once-off fee is charged when taking on a new client.
- Transparency: We only earn commissions on risk business, maintaining objectivity elsewhere.
Commitment to Transformation
Veritas Wealth is dedicated to growing the industry through active internship programs and pro bono work. We focus on financial literacy for young South Africans and empowering communities within the Western Cape.
Driven by Integrity, Prudence, and Delivery.
