Investment management

Why your advisory team needs a succession plan

Why your advisory team needs a succession plan 150 150 Virginnia Hottes

My 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,…

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How to make your family home work harder for you

How to make your family home work harder for you 150 150 James Williams

There’s no better feeling than paying off your mortgage – nothing beats no longer having to pay that monthly amount to the bank. When a…

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Not all debt is bad debt

Not all debt is bad debt 150 150 James Williams

Not all debt is created equal – there is good debt and bad debt. How do you distinguish between the two? It’s important to consider…

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Geopolitics continue to impact financial markets

Geopolitics continue to impact financial markets 150 150 Piers Bolger

We’re heading into the last quarter of the 2019 calendar year and it’s been another interesting year for investment markets, with a lot being driven…

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A moderate outlook for the economy

A moderate outlook for the economy 150 150 Piers Bolger

The month of August has been another really interesting month. The focus has been on the domestic company reporting season. While we’re still around 70-75%…

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Looking back over the past 12 months

Looking back over the past 12 months 150 150 Piers Bolger

Reflecting on what’s occurred in financial markets over the last 12 months, it’s really been a case of two halves.  The performance of the Australian…

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How I’m educating my kids about money

How I’m educating my kids about money 150 150 Ian Granter

I’m currently 55 and would like to be in a position to retire in the next decade. With that in mind, my wife and I…

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Viridian is awarded 2019 IMAP Licensee of the Year

Viridian is awarded 2019 IMAP Licensee of the Year 150 150 Rakhee Ghelani

Viridian is delighted to announce that we have been awarded the 2019 Institute of Managed Account Professionals (IMAP) Award for Licensee of the Year. The…

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The markets enter interesting times

The markets enter interesting times 150 150 Piers Bolger

It has been a very interesting time in financial markets this past month. There are three challenges, in particular that we’re seeing at the moment…

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Market update: Understanding the pullback in May

Market update: Understanding the pullback in May 150 150 Piers Bolger

After a tough end to 2018, the first quarter of 2019 saw strong performance. But in the last couple of weeks we’ve seen some disruptions…

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