Building your wealth
Property, super, investments. Getting the right structure in place early means every year from here is working harder for you.
What's happening?
You’re putting in the work but not seeing it in the numbers. Yet.
The income is there, but the progress doesn’t always feel like it. Property feels out of reach, super feels like a problem for later, and investments feel like something other people do.
Most clients we meet at this stage want the same thing: a clear picture of where they stand, and a plan that actually moves them forward. That’s exactly where we start.
A wealth plan built
around your life,
not just your money.
Investment advice
Superannuation planning
Personal life insurance
Cash flow management
Property feels out of reach,
until someone shows you the numbers.
First home buyer
Investment property lending
Refinancing
Debt consolidation
REALITY CHECK
An 800k upgrade on equity from
your existing home looks like:
~ $5,200/mo
Indicative repayment on a $850k loan @ 6.20% over 30 years. Existing equity of $400k assumed; bridging excluded.
Pick the conversation
closest to your question
You can book either or both. Same group, different licensees — so the disclosure document we send you matches what we’ll talk about.
FINANCIAL ADVICE
The first advice conversation.
- Investments, super, insurance, cash flow
- 30 min, on us, no commitment
- With a Viridian advisor
LENDING ADVICE
The property
conversation.
- First home, investment, refinancing
- 30 min, on us, no commitment
- With a Viridian broker
Not sure which specialist to speak to? Call 1300 84 74 34
Or pick a different stage
When Life Changes
Protect and Grow What Matters
Frequently Asked Questions
How do I start building wealth?
Usually with three things working together: the right structure for your income and cash flow, a deposit and borrowing plan if property is a goal, and super and investments set up to compound over time. The starting point is a clear picture of where you actually stand.
Should I buy a home or invest first?
There's no single right answer, it depends on your goals, your borrowing capacity, and whether you'd buy where you want to live. We help you compare the two paths against your own numbers rather than a rule of thumb.
How much super should I have in my 30s or 40s?
It depends on your income and when you started, and benchmarks only tell part of the story. Rather than a target number, we help you work out whether you're on track for the retirement you want, and what to adjust if you're not.
Do I need a financial adviser if I'm just starting out?
You don't need significant wealth to benefit. Advice is often most valuable early, when getting the structure right has the longest runway to compound. The first conversation is free and obligation-free.