In Pursuit of Truth: Barry O’Mahony’s Journey in Financial Planning

Barry O'Mahony, founder of Veritas Wealth Management, shares his journey from cold-calling in South Africa to becoming one of the country's top financial planners. In this interview, Barry opens up about the significance of Veritas, which means "truth" in Latin, and how his approach to lifestyle financial planning has transformed the lives of his clients. Winning Financial Planner of the Year was a game-changer, not just for his public image but in reinforcing trust with his existing clients. Barry also touches on the complex challenges facing financial planners today, including navigating uncertain markets and helping clients through major life transitions.