William Shorte

Verante Pty Ltd

Platinum
18 Yrs Experience
Castle Hill, NSW 2154

I am a Financial Planner and SMSF Specialist Adviser™. I am serious about educating clients to take back control of their finances and write an educational blog called The SMSF Coach. In 2017 I was named in the Barron's (with The Australian newspaper) Top 50 Financial Advisers. I am on the Board of Directors of the SMSF Association. I write and speak on superannuation, retirement and small business with a focus on intergenerational wealth transfer. I was the winner of SMSF Adviser of the Year NSW - 2017 and 2018. Winner of the IFA Excellence Awards - SMSF Adviser of the Year 2020.

I work with people who are engaged and determined to be self-funded in retirement but we know the safety net strategies as well.

We believe in using the tax, super and legal systems to maximise your wealth and ensure you are structured to make the most of all opportunities. Investments often come last in such planning but we believe in a diversified asset allocation and taking the stress out of investing by having clear long-term goals driving our investment decisions. We hope to add the "sleep factor", where you can rest easy at night knowing exactly how your lifestyle will be funded in future years.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

My fees are based on a fee for services provided. To onboard a new client in the current financial and compliance environment requires a great deal of time and effort so we base our fees on a minimum $4,800; additional for more complex services.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 44
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Verante Pty Ltd

Suite 5, 15 Terminus St
Castle Hill, NSW 2154

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

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

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223