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Australia’s Biggest Morning Tea at Viridian 150 150 Viridian Advisory

Australia’s Biggest Morning Tea at Viridian

Every May, the Cancer Council’s Biggest Morning Tea enlists budding bake masters to raise funds across Australia to make a big difference in the lives…

Market update: Understanding the pullback in May 150 150 Viridian Advisory

Market update: Understanding the pullback in May

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…

Building our brand from the inside out 150 150 Viridian Advisory

Building our brand from the inside out

At Viridian, our philosophy is to help our staff and clients live the life they desire, and we believe in building that brand inside out.…

How Viridian is making a difference to homelessness through The Big Umbrella 150 150 Viridian Advisory

How Viridian is making a difference to homelessness through The Big Umbrella

Over 100,000 people in Australia are homeless at any one time, 3 million people struggle to put a meal on their table each night and…

My path to becoming an adviser 150 150 Viridian Advisory

My path to becoming an adviser

I began my career as a policeman. Looking back, changing careers from policing to being a financial adviser was a crazy thing to do. But…

Federal Budget 2019: What you need to know 1280 720 Viridian Advisory

Federal Budget 2019: What you need to know

It’s Beginning to Look a Lot Like…An Election is Coming. The Morrison government released its first budget overnight and the first for Treasurer Josh Frydenberg.…

Everything I know about financial advice, I learnt from my son 1280 720 Viridian Advisory

Everything I know about financial advice, I learnt from my son

I’ve been a financial planner for over 20 years, but no experience has taught me more about my profession than raising a child with a…

Market update: Tilting towards a defensive position 150 150 Viridian Advisory

Market update: Tilting towards a defensive position

We’ve just come through a relatively flat February reporting season in Australia. Most of the companies that we invest in had relatively solid results across…

Viridian announces acquisition of Westpac’s BT Financial Advice business 150 150 Viridian Advisory

Viridian announces acquisition of Westpac’s BT Financial Advice business

Following Westpac’s announcement to the ASX on 19 March 2019, Viridian Financial Group Ltd (Viridian) is excited to announce it has entered into an agreement…

The fee should always be a fraction of the benefit 1280 720 Viridian Advisory

The fee should always be a fraction of the benefit

A question I often get asked is “why should I pay an advisor a few thousand dollars a year to look after my finances when…

Market update: 2019 is off to a strong start 150 150 Viridian Advisory

Market update: 2019 is off to a strong start

We’ve certainly had a strong start to 2019 in terms of performance in equity markets. This has been very different to the end of 2018,…

Advisers are not investment managers 150 150 Viridian Advisory

Advisers are not investment managers

Nowadays, it’s really hard for an advisor to be across investment management, structuring and strategic advice. As the space gets more complicated, one person can’t…

What I love about working at Viridian 150 150 Viridian Advisory

What I love about working at Viridian

I’ve been lucky enough to work with some intelligent people over the course of my career, first at Deloitte and now at Viridian. However, what…

My experience with equality at Viridian 150 150 Viridian Advisory

My experience with equality at Viridian

I was recently having a conversation with a friend about my job and he made an off-the-cuff comment that really got to me. I’m female…

How we bring a global perspective to your portfolio 150 150 Viridian Advisory

How we bring a global perspective to your portfolio

One of the questions that clients often ask is how we distil macro information into our thinking and ultimately your portfolio. To do this, we…

Thanks for your support in 2018 150 150 Viridian Advisory

Thanks for your support in 2018

2018 has been a year of big accomplishments for us at Viridian. Even though it’s been an uncertain environment, we’ve grown our business, and have…

My favourite question to ask clients 150 150 Viridian Advisory

My favourite question to ask clients

When I speak to people looking to invest money, they almost always want the best possible return with the least possible risk. But this isn’t…

Market update: Global issues dominate in November 150 150 Viridian Advisory

Market update: Global issues dominate in November

After a very challenging October, November saw markets moderate slightly further again. However despite another generally negative month for investment returns, we continue to see…

Why you must understand your past relationship with money 150 150 Viridian Advisory

Why you must understand your past relationship with money

When it comes to big financial decisions, emotion is often more relevant than numbers. Naturally, a big driver of emotion is our past experiences. Two…

The margins for error are smaller today 150 150 Viridian Advisory

The margins for error are smaller today

Many people think financial decision-making nowadays is more complex. This is true just because there’s a lot more information and choice available to all of…

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