About Viridian
Founded in 2015, Viridian is a diversified financial services group helping Australians make confident decisions about their money, from buying a first home to planning for retirement and managing their legacy.
We bring financial advice, lending and investment management together under one roof, so the people helping you plan, borrow and invest are working from the same picture of your life, not three different ones.
Your whole financial life working as one.
One connected team
Most financial decisions do not arrive neatly labelled “advice”, “lending” or “investment”. A first home is both a borrowing decision and a long-term financial one. Retirement requires a drawdown strategy and an investment strategy at the same time.
We built Viridian around that overlap, so our advisers, brokers and portfolio managers coordinate around the same client rather than operating in isolation.
Our advice team works with clients across every life stage, from building wealth in the early years through to retirement and estate planning. Our lending team, trading as Viridian Lending, brings mortgage broking into the same conversation, with access to a wide panel of lenders. And Infinity, our investment business, manages portfolios for advisers and their clients through a range of market conditions, from diversified managed accounts to bespoke private portfolios for family groups and not-for-profits.
Privately owned, nationally present
Viridian is privately owned and operates across offices nationally, which means our advice is built around our clients rather than a product shelf or a listed parent’s targets. Our team includes more than 100 advisers, 27 brokers and 16 portfolio managers, overseeing $7 billion in funds under advice, $5.5 billion in funds under management and $3.6 billion in lending.
Long-term by design
Giving back
Through the Viridian Foundation, we support the communities we serve through structured giving and a staff volunteering programme, reflecting our view that a financial services business has a responsibility beyond its client base.
What we do
Our advisers help you plan for retirement, grow and protect your wealth, and navigate the moments that matter most, from starting a family to aged care and estate planning.
Our mortgage brokers take the complexity out of borrowing, whether you are buying your first home, refinancing, or investing in property.
Our investment specialists work inside the advice relationship, not around it, so your portfolio is always part of a bigger plan and never a decision made on its own.
How we work
We start with you. Before any strategy or recommendation, we take the time to understand your goals, your family and what matters most. From there we build advice that is tailored, clear and designed to adapt as your circumstances change.
In practice that follows five stages:
- Evaluation. Understanding where you are now and what you want to change.
- Discovery. Getting into the detail of your circumstances, commitments and goals.
- Strategy. Building a recommendation and walking you through the thinking behind it.
- Implementation. Putting it in place and handling the process for you.
- Review. Staying in touch, so your plan keeps pace with your life.
We believe the best financial relationships are measured in decades, not transactions. It is why so many of our clients stay with us through every stage of life, and often across generations.