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Why everyone should have a tax-free retirement 150 150 Viridian Advisory

Why everyone should have a tax-free retirement

Wouldn’t it be great to be able to leave work one day and wake up the next day with the same fortnightly pay you had…

The future of aged care - Martin Sherwood (7)
The future of aged care 1920 1080 Viridian Advisory

The future of aged care

  In the same way our industry is responding to the findings of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services…

Positioning ourselves for 2020 150 150 Viridian Advisory

Positioning ourselves for 2020

As we head into the back end of calendar year 2019, we’ve spent a number of months looking at what our asset allocation positioning looks…

Why high net worth clients need to educate their families on finance 150 150 Viridian Advisory

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

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…

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

Can you afford not to think about getting old?

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…

Viridian unites to fight cancer 1610 1295 Viridian Advisory

Viridian unites to fight cancer

On Sunday October 27th a team of Viridian riders united to fight cancer. They stood (or shall we say pedalled) in solidarity with Todd Clifford,…

Why your advisory team needs a succession plan 150 150 Viridian Advisory

Why your advisory team needs a succession plan

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,…

How to make your family home work harder for you 150 150 Viridian Advisory

How to make your family home work harder for you

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…

What happens after you meet with your advisor 150 150 Viridian Advisory

What happens after you meet with your advisor

As a financial advisor, I get to take clients on a journey and see how I’m helping them over time. This is why I decided…

Why it’s important to have skin in the game 150 150 Viridian Advisory

Why it’s important to have skin in the game

My dad taught me from a young age that it’s important to have skin in the game. Dad left school when he was 13 and…

Not all debt is bad debt 150 150 Viridian Advisory

Not all debt is bad debt

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…

Geopolitics continue to impact financial markets 150 150 Viridian Advisory

Geopolitics continue to impact financial markets

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…

What is the Viridian Whiteboard Process? 150 150 Viridian Advisory

What is the Viridian Whiteboard Process?

Our first meetings at Viridian are very important. It provides the opportunity for our clients to understand us and for us to understand our clients.…

Everything I know about communication I learnt working with special needs children 150 150 Viridian Advisory

Everything I know about communication I learnt working with special needs children

When I was growing up, my mother worked in social care with special needs children. When my brothers and I were around 15, mum encouraged…

Viridian recognised as one of Australia’s Top 25 startups 1200 970 Viridian Advisory

Viridian recognised as one of Australia’s Top 25 startups

We’re proud and delighted to announce that Viridian Advisory was recognised as one of Australia’s Top 25 startups by LinkedIn this week. LinkedIn Top Startups…

How you know you've got the right advisor
How you know you’ve got the right advisor 1920 1080 Viridian Advisory

How you know you’ve got the right advisor

Finding a good advisor / client fit is critical. Like any relationship – working or otherwise – you need to find common ground to develop…

A moderate outlook for the economy 150 150 Viridian Advisory

A moderate outlook for the economy

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%…

Why I introduced my father to Viridian 150 150 Viridian Advisory

Why I introduced my father to Viridian

I think that anyone my age that becomes more financially aware, starts to look at their own situation and the people around them. This happened…

My advice to women wanting to progress in the financial advice industry 1920 1080 Viridian Advisory

My advice to women wanting to progress in the financial advice industry

I think it’s fair to say that historically, financial advice has been a male-dominated industry. It’s less so here at Viridian, but our senior leadership…

Tapping potential starts with understanding disempowering beliefs 150 150 Viridian Advisory

Tapping potential starts with understanding disempowering beliefs

One of the things that motivates me about working in a mid-sized organisation like Viridian is that we have the opportunity to tap into people’s…

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