Welcome to Vero Private Wealth. Financial advice for professionals, business owners and families who are doing well, and know their money could be working harder.
Built to do one thing: give people who are doing well the truth about their money, and then help them do something useful with it.
Miles Tauber has been giving financial advice since 1996. Many of his clients have been with him for more than twenty years.
Start a conversationDoes this sound familiar?
Most people come to us with one of these questions.
Most of the people who come to see Miles have never sat down with an adviser before. They know they should be doing something. They're just not sure what.
“I know I should be doing more with my money. I just don't know where to start.”
You're not alone. It's the thing Miles hears most often in a first meeting. They've meant to sort it out for a while, life keeps getting in the way, and the options seem endless.
What Vero doesIn your first conversation, Miles looks at the whole picture and tells you plainly where you stand and what to do first. You'll leave with a clear next step.
“A large sum has just landed, and I don't want to waste it.”
An inheritance, the sale of a business or property, a super payout, or years of savings sitting in the bank. It's a big moment, and the decisions you make in the first few months matter.
What Vero doesA clear plan for where the money goes and how it's structured, before it gets spent or sits idle earning little.
“Have I left it too late to retire the way I want?”
Retirement is getting closer and you're not sure the numbers add up. You may be wondering whether you should have started sooner.
What Vero doesAn honest answer about where you are today, then a plan to close the gap, using super contributions, your mortgage and your investments together.
“We're earning well, but we never have time to look at it properly.”
Careers, kids, school fees, ageing parents. The money side keeps getting pushed to next month, and nobody is looking at the whole of it.
What Vero doesSomeone who holds the whole picture for you, reviews it as your life changes, and tells you when something needs attention.
“Every time the market drops, I want to pull everything out.”
Most costly money mistakes are emotional ones, made at exactly the wrong moment. Markets cycle, and they always have.
What Vero doesA steady hand who has guided clients through every cycle since 1996, including the GFC and Covid, and keeps you focused on the long-term plan.
“None of our advisers talk to each other.”
Your accountant, your lender and your super fund each see one piece of the puzzle, and no one is responsible for how it fits together.
What Vero doesOne plan that brings it all together, with your accountant and lawyer working alongside us so everyone is pulling the same way.
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