Last year’s budget saw the federal government place an emphasis on modernising the mental health system in Australia, pledging a $2.3bn investment. This year funding…
read moreWe need more female financial planners to give us more diversity in financial planning. There are so many men in the industry, but I think…
read moreIt’s very important that clients have an advisor they can trust, and trust is always built upon honesty. It would be difficult to have a…
read moreIn most families there’s usually a key person who manages the finances, knows the group structure or who deals with all the financial advisors –…
read moreMost high net-worth clients I work with have a legacy to preserve. They have taken the initiative to plan their finances but their children may…
read moreMy team and I work with a lot of high net-worth families. These are people who have over $2.5 million dollars in assets to invest,…
read moreOur first meetings at Viridian are very important. It provides the opportunity for our clients to understand us and for us to understand our clients.…
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