What the Project Is
Viridian Advisory is a standout name in the investment advising industry, driven by the belief that good financial advice can be life changing. At its core, Viridian Advisory uses a team-based client engagement model that is thoughtfully designed to provide expert advice tailored to evolving needs… From planning for retirement, setting up a superannuation strategy, crafting investment advice, to sorting out insurance, estate planning, and even aged care, every service is engineered with a deep respect for each individual’s life stage. As part of Viridian Financial Group, the advisory arm is dedicated to helping clients live the life they choose by ensuring that every piece of advice is timely, compassionate, and supportive.
Main Benefit
Key figures and facts that define the project include:
- B Corp Score: 99.4
- Core Services: Retirement Planning, Superannuation, Investment Advice, Insurance, Estate Planning, Aged Care
- Operating Regions: ACT, NSW, QLD, SA, TAS, VIC, WA
- Team Philosophy: “The right advisor, right client, right time”
- Information Security: ISO/IEC 27001-2013 certified
- Integrity and Social Impact: Recognized as a B Corp
Advisory Process & Philosophy
At the heart of Viridian Advisory is a process that places the needs of each client front and center. The project emphasizes that it is rarely ever just about money – it is about empowering people during major life changes like buying a first home, growing wealth, managing debt, or adjusting to a new phase such as retirement. There is an unmistakable feel of compassion and support as the advisors guide clients through everything from complex wealth management to the intricacies of aged care advice. The team collaborates closely, ensuring that every client benefits from specialist advice and the cumulative expertise gathered over years of experience.
Services Tailored for Life’s Stages
Finances intersect with life’s journey in countless ways. With a keen understanding that every stage brings fresh priorities, Viridian Advisory offers a range of services that evolve along with the client’s needs. Whether someone is saving for a first home, starting a family, thinking about retirement, undergoing significant changes like divorce or inheritance, or navigating the complexities of business ownership and exit strategies, Viridian Advisory stands ready to tailor advice accordingly… The firm’s capability stretches from basic financial planning to nuanced areas including self-managed superannuation fund strategies and taxation planning, ensuring an all-encompassing approach to financial health.
Client-Centric & Local Presence
Viridian Advisory’s operational footprint covers a wide range of geographical regions, reinforcing its commitment to offering localized and timely financial advice. The head office is based in Melbourne at Level 17, 120 Collins Street, while additional offices are strategically located in regional hubs like Ballarat, Geelong, and Gippsland, along with metropolitan centers across Sydney, Canberra, Adelaide, and more. This dynamic network means that clients have easy access to expert advice wherever they reside… There is a sincere acknowledgment of the local communities as well as the custodians of the lands. The outreach extends a respectful salute to Elders past and present and the ongoing connections Aboriginal and Torres Strait Islander First Nations Peoples have with these lands.
Focused on Evolving Financial Needs
The portfolio of services underscores the understanding that financial management is as diverse as life itself. It is not solely about accumulating wealth, but about strategically managing risks, diversifying investments, and being prepared for unforeseen changes. With such a vast array of advice options – from personal life insurance planning to complex family office needs – Viridian Advisory simplifies the complexities of financial decisions into accessible, clear guidance that speaks directly to the everyday experiences of Australians. Casual yet precise, the dialogue within the advisory process turns what might seem like overwhelming financial jargon into an understandable conversation.
Project Impact
- SDG 1: No Poverty – Helping clients secure financial stability and build a safety net for emergencies.
- SDG 8: Decent Work and Economic Growth – Promoting sustainable financial growth and stability through expert advice.
- SDG 10: Reduced Inequalities – Providing accessible financial guidance to a diverse clientele across various life stages.
- SDG 16: Peace, Justice, and Strong Institutions – Upholding responsible advisory standards with certifications and a strong ethical framework.
- SDG 17: Partnerships for the Goals – Strengthening collaborative relationships with clients and communities for collective progress.
Conclusion & Acknowledgement
Viridian Advisory represents an approach where financial advice transcends monetary figures and enters the realm of personal fulfillment. With its multifaceted services, the guiding principle of “the right advisor, right client, right time” instills confidence in every interaction. The advisory work is as much about clear-cut financial planning as it is about offering support for life’s pivotal events. Viridian Advisory, through its comprehensive and warmly engaging process, continues to make a meaningful impact on the financial security of Australians. Every interaction is a reminder that while the numbers are crucial, it is the quality and integrity of advice that truly shape lives. Recognition of the custodians of the land and a commitment to the highest standards in information security further solidify the firm’s standing as a pillar in the investment advising industry.
