Cara Williams

Verse Wealth

Gold
9 Yrs Experience
Melbourne, VIC 3000

When you first meet Cara, there is an instant weight lifted and you’re overcome by a feeling of care and support. You’re in the right place, relaxed, knowing that any money concerns are about to fade away. Working with Cara, your future is bigger and brighter. Any financial clutter and lack of direction is replaced by clear, actionable steps providing you with complete control over money and life! As young professional herself, her joy is in assisting clients to shift their lives for the better, ensuring they aren't waiting for retirement to live the life they desire. Cara is held in high regard by her peers and is a regular recipient of some of the industry’s most prestigious recognitions and awards.

Winner of: - Inspire Women Excellence in Advice Award 2023, FAAA/TAL - Financial Adviser of the Year Award 2023, Women in Finance Awards - FS Power50 Most Influential Advisers 2020, 2021, 2022, 2023, Financial Standard - Young Adviser of the Year 2022, IFA Excellence Awards.

Finalist in: - Financial Adviser of the Year QLD, Women in Wealth Awards 2024, - Women in Finance Excellence Award 2023, Women in Finance Awards - Female Excellence in Advice Award 2022, AFA - Young Leader of the Year 2020, Women in Finance Awards

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At Verse, we take a wildly different approach to financial advice.

It’s personalised, impactful and multi-award winning.

It’s based on the understanding that your life and finances are inseparable, and money is just a resource to give you choices and help live the life you want – so your money is truly serving you, rather than the other way around.

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Our role on your Journey is to help you:

1. Make intentional choices – based on your values and intentions.

2. Build your wealth faster than you can alone.

3. Improve your overall financial wellbeing.

4. Guide you through investment markets.

5. Identify blind spots and avoid costly mistakes.

6. Understand the impact of your choices on your financial future.

7. Manage changes in legislation and the economic environment.

8. Provide knowledge, perspective, and good judgement.

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Our advice embraces your entire financial life.

This includes strategy, cash flow, investing, super, retirement planning, tax, trusts, employee share schemes, debt management, property, insurances, and estate planning.

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We’re independently owned and licensed.

We operate with no commissions, no kickbacks and will never recommend financial products you don’t need.

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Geography is no barrier. Australia wide, we’d love to hear from you.

www.versewealth.com.au

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Bachelor of Business (Management)
  • Language spoken
    • English

Verse Wealth

Level 2 Hub Southern Cross, 696 Bourke St
Melbourne, VIC 3000

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Verse Wealth Licensee Services Pty Ltd

AFSL 523541