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How I’m educating my kids about money 150 150 Viridian Advisory

How I’m educating my kids about money

I’m currently 55 and would like to be in a position to retire in the next decade. With that in mind, my wife and I…

How I moved from client to HRD at Viridian 150 150 Viridian Advisory

How I moved from client to HRD at Viridian

I was initially introduced to Viridian as a client. I had just returned from working in the UK and was looking for a financial planner…

Viridian is awarded 2019 IMAP Licensee of the Year 150 150 Viridian Advisory

Viridian is awarded 2019 IMAP Licensee of the Year

Viridian is delighted to announce that we have been awarded the 2019 Institute of Managed Account Professionals (IMAP) Award for Licensee of the Year. The…

Viridian hosts post-election investment and taxation update 150 150 Viridian Advisory

Viridian hosts post-election investment and taxation update

A Coalition victory has probably left work dormant in the “access in case of a Labor victory” folder of financial firms across Australia. This was…

The markets enter interesting times 150 150 Viridian Advisory

The markets enter interesting times

It has been a very interesting time in financial markets this past month. There are three challenges, in particular that we’re seeing at the moment…

5 things to think about if you have a child with a disability 150 150 Viridian Advisory

5 things to think about if you have a child with a disability

As a financial planner who has a child with a severe intellectual disability, I regularly speak at conferences and other events for families with disabilities.…

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 advisor 150 150 Viridian Advisory

My path to becoming an advisor

I began my career as a policeman. Looking back, changing careers from policing to being a financial advisor 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,…

Advisors are not investment managers 150 150 Viridian Advisory

Advisors 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…

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