Wealth protection

Client resources for COVID-19 relief

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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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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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)

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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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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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)

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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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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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

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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