If achieving financial goals were as simple as saving money in the bank, financial planning wouldn’t be necessary.

However, life is rarely that simple and the complexities of superannuation, investment, tax, and insurance often require professional help. Many Australians avoid seeking advice, treating their financial future with less importance than their health or children’s education. Managing finances on your own or relying on an accountant or solicitor is like buying vegetables at the butcher’s.

A Viridian financial adviser can help you reach your goals. Even if retirement seems far off, starting early increases your chances of achieving financial independence and peace of mind.

At Viridian, we believe your financial goals are as unique as you are. Whether you’re dreaming of owning your first home, retiring early, or supporting your family, we will help create a personalised advice strategy to make it happen. Whilst 53% of Australians dream about their financial spirations, only 34% take practical steps to achieve them. We will help you bridge that gap with a comprehensive plan and ongoing support, turning your dreams into tangible outcomes.

Financial advice can be holistic, taking into account your full financial situation, needs and goals. Or it can be topic based, sometimes known as scaled advice.

This means that you could see a financial adviser for a particular purpose that is most relevant to you at any point in time – without the need to go through a holistic process that takes your full financial situation into account.

A Viridian adviser will help you find out which advice is right for you.

The cost depends on the complexity of your financial advice. But the benefit of advice should always outweigh the cost.

At Viridian you may be charged an initial fee from $1,200 to prepare your advice and an ongoing advice fee known as a fixed term service agreement from $2,900 annually. More details can be found in our Financial Services Guide (FSG).

Yes, every Viridian adviser is fully licensed and accredited. Our commitment to professionalism and ethical advice practice ensures your financial future is in safe hands. From the very start, you’ll work with advisers who have the expertise and integrity to guide your journey. No matter where you receive your advice you should check that it is being provided by an adviser on the ASIC financial adviser register.

At Viridian, you’re not just working with one adviser, you’re supported by a team of experts. Your primary adviser has access to specialists across tax, lending, and investments, ensuring you receive personalised and specialised advice at every step.

These days, access to specialists isn’t just a nice-to-have—it’s a must. Financial challenges are increasingly complex – from tax and estate planning to navigating divorce and aged care. At Viridian, we ensure you receive personalised advice that meets your unique needs, delivered by the right people at the right time.

Financial advice is about more than just money, it’s about living with confidence and peace of mind.

70% of Australians see financial well-being as crucial to their mental health and advised clients feel 75% more secure about their financial future.

With our guidance, you can manage challenges like building emergency funds, reducing debt, and planning for key milestones. By partnering with a Viridian Adviser, you’re not just gaining a financial plan—you’re investing in your overall wellbeing and a fulfilling life.

From your first meeting, we focus on understanding your needs and planning strategies to your goals. We keep things simple and transparent through our regular check-ins. Our team approach ensures no stone is left unturned in your financial plan.

Take the first step towards life-changing financial advice—book a time to chat with us today