Wealth protection

Client resources for COVID-19 relief
  • Rakhee Ghelani

Client Resources: Financial and other relief for those impacted by coronavirus (COVID-19)
Client Resources: Financial and other relief for those impacted by coronavirus (COVID-19) 1920 1080 Rakhee Ghelani

Updated 8 April, 2020 As you’re aware, Coronavirus (COVID-19) is impacting all of our lives. At Viridian, we are here to support our clients, staff…

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  • Rakhee Ghelani

COVID-19 Fact Sheets for Individuals and Businesses
COVID-19 Fact Sheets for Individuals and Businesses 1920 1080 Rakhee Ghelani

We’ve created some fact sheets to help you understand what government and business relief you may be able to access if you’ve been affected by…

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  • Clint McNally

Managing a large single-stock portfolio
Managing a large single-stock portfolio 150 150 Clint McNally

I work with a lot of executives and their companies expect them to have ‘skin in the game’ – and skin in the game means…

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Four things you may not know about aged care - Martin Sherwood (4)
  • Martin Sherwood

Four things you may not know about aged care
Four things you may not know about aged care 1920 1080 Martin Sherwood

For many people, how the aged care industry operates is a bit of a mystery. Generally, people only start to learn about it when they…

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  • David Ross

Life doesn’t always go to plan
Life doesn’t always go to plan 150 150 David Ross

The best lesson I ever learnt from my dad was that anyone can take a punch, but it’s how you get back up afterwards that’s…

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  • James Williams

How to make insurance work for you
How to make insurance work for you 150 150 James Williams

The four main types of personal insurance we deal with are life insurance, total and permanent disability or TPD insurance, trauma insurance, also known as…

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You may not need to sell your home to afford aged care - Martin Sherwood (5)
  • Martin Sherwood

You may not need to sell your home to afford aged care
You may not need to sell your home to afford aged care 1920 1080 Martin Sherwood

When my grandmother went into aged care she didn’t sell her home. This gave her a great deal of comfort, knowing she didn’t have to…

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  • Virginnia Hottes

How to prevent key person risk in your family
How to prevent key person risk in your family 150 150 Virginnia Hottes

In most families there’s usually a key person who manages the finances, knows the group structure or who deals with all the financial advisors –…

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  • Virginnia Hottes

Why high net worth clients need to educate their families on finance
Why high net worth clients need to educate their families on finance 150 150 Virginnia Hottes

Most 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…

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Can you afford not to think about getting old- Martin Sherwood
  • Martin Sherwood

Can you afford not to think about getting old?
Can you afford not to think about getting old? 1920 1080 Martin Sherwood

Most people can’t afford not to think about getting old. If you don’t think about it early on it may limit your options when the…

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