Services

The Viridian team has almost 300 employees nationally, servicing over 10,000 clients. We have the expertise to help you with wealth & retirement planning, cashflow & income strategies, lending & borrowing and investment management & portfolio construction.

Viridian is a full service advice firm. We have the expertise to help you with:

Watch a video from the head of Viridian Private Wealth, introducing what we do for clients.

Wealth & retirement planning

Wealth advice and strategies to provide clarity and direction. Viridian has expertise in cashflow, debt management, superannuation and retirement planning.

Watch a video from the head of Viridian Portfolio Management, introducing what we do for clients.

Cashflow & income strategies

Viridian provides a bespoke investment solution for investors with a focus on cashflow and income.

Watch a video from the head of Viridian Lending Services, introducing what we do for clients.

Lending & borrowing

Viridian aggregates a wide offering of mortgages, loans and refinancing solutions, covering residential and commercial property, loans, vehicles and equipment finance.

Our lending services are provided under Australian Finance Group, ACN 066385822, Licence Number 389087

Watch a video from the head of Infinity Asset Management, introducing what we do for clients.

Investment management & portfolio construction

Viridian has deep expertise in bespoke portfolio construction and investment management  through Infinity Asset Management (the investment management business of Viridian Financial Group).

Portfolios and the investment framework are managed by an experienced and dedicated investment team overseen by our Chief Investment Officer.

Our advice process

Across all of our services, we’re focused on delivering a unique and rewarding client experience through a personalised approach and proven process.

Evaluation

A relationship with your advisor should last for many years. At Viridian Advisory, we take the time to understand you, explain how we operate, and what you should expect.

  • You decide whether you feel comfortable with us.
  • We determine how we can add value to your set of circumstances.
  • Together we discover what challenges and opportunities lay ahead.

Discovery

We spend a great deal of time gathering the necessary information to build a clearer picture of you. We discover you and your current circumstances – such as family, financials and aspirations.

  • We identify your personal values and lifestyle goals.
  • We get a better understanding of your needs, objectives and aspirations.
  • We prioritise and then investigate solutions.
  • We develop a strategy that suits you, your investment timeframe, and where you are in your career, business and or personal life.

Strategy

We present you with an outline of our strategic advice. We aim to prepare you with a foundation for the future. Our objective is to leave you with choices and provide you with the clarity to make good decisions around achieving your current and future goals.

  • We present you with our strategic advice.
  • In formulating our advice we work together with other professionals, such as your accountants and solicitors.
  • We provide full transparency of this process, ensuring you can achieve your current and future financial and lifestyle goals.
  • Our recommendations will always be in writing and will clearly set out what we’ll commit to achieving.

Implementation

Following acceptance of our advice, we arrange for the recommendations to be implemented.

  • Our office support structure has been designed to make this process as streamlined as possible
  • We liaise with other financial institutions and handle relevant paperwork
  • This often involves coordinating with necessary professionals such as your accountants, solicitor or bank manager

Review

We ensure your plan becomes a living and breathing document. We ensure that your strategy stays relevant to you – adapting to change long into the future.

  • We ensure your investment portfolio meets your long-term structural goals.
  • We keep you up to date with changes in governing rules and regulations.
  • We optimise your return, by assessing and agreeing upon an appropriate level of risk, allocation and strategy for the market as it develops.

Speak to our experienced team today…

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