Viridian Financial Group

"We have so much choice, and that's the beautiful thing about our industry." Darren Little General Manager - Lending joined an Australian Broker Editor roundtable to unpack how mortgage brokers can utilise tech solutions and personalisation to meet increasing client expectations. https://lnkd.in/dXn8Z88f

Infinity General Manager Todd Clifford, CIO Piers Bolger and Head of Distribution Con Koromilas presented Infinity Capital Solutions' partnership model - showcasing portfolio and performance highlights, and outlining strategic goals to over 70 attendees from across the financial services industry. This was a great way to cap off what has been a fantastic year for Infinity and create excitement for 2025. Thanks again to J.P. Morgan for hosting the evening.

Viridian’s Professional Year Program is focused on developing client-ready advisers. By partnering new entrants with senior advisers, they get a wealth of hands-on experience. This nurtures the right balance of soft skills and technical prowess to create exceptional, client-focused advisers from day one. Read the full Money Management Australia article here: https://lnkd.in/e_5BNvNR

Our recent Adviser Sentiment Poll in the ifa (Independent Financial Adviser) highlighted the increasing need for specialist expertise in areas like tax, aged care, and estate planning. As a Viridian client, you’ll work closely with your primary adviser while benefiting from access to a network of specialists, ensuring you receive personalised advice to meet your financial goals. https://lnkd.in/gVzD27du

We’re working with Colonial First State to expand access to affordable advice. This collaboration provides CFS FirstChoice members who don’t have a financial adviser with access to affordable, topic-based advice in areas such as personal investments, super and retirement planning. Read the full article at The Inside Adviser - https://lnkd.in/gjTVdp3Z

A huge congratulations to Kathy Havers, Clint McNally, Amanda Ragkousis, and Liam Shorte - SMSF Coach FSSA (Sonas Wealth) for being named in The Financial Standard's Power50! The FS Power50, is a chance to showcase the impact advisers have both on their clients' lives and in shaping the future of financial advice in Australia. Kathy and Clint return to the list for their dedication to philanthropy, community, and advocacy within the industry. Amanda joins for the first time, celebrated for her work teaching children about saving and budgeting. Liam remains a stalwart on the list through his specialist expertise as the 'SMSF Coach'. In case you missed it, we recently caught up with Clint, Kathy and Amanda to discuss what fuels their commitment to the profession. You can read their thoughts here: https://lnkd.in/ggfQGPUg Please join us in celebrating these outstanding advisers and the incredible work they’re doing!

For the right client, property investment within superannuation can be a smart strategy. But it’s essential to understand the rules and risks involved. Our Senior Financial Adviser, David Collins outlines the key considerations, including the use of Limited Recourse Borrowing Arrangements (LRBAs), diversification, and liquidity risks. If you’re thinking about leveraging your super for property investment, reach out to our specialised advisers for your tailored advice - https://lnkd.in/gYiCYxtx https://lnkd.in/gDRjkkqJ

We are proud to support a meaningful partnership with DV Safe Phone, providing safe mobile phones to victims of domestic, sexual, and family violence. This initiative not only supports those in need but also promotes reusing mobile devices, reducing e-waste and conserving resources. We’ve sent out our first batch of donations – work phones, which are no longer needed by us but are still incredibly valuable to those in need. We are expanding this initiative to include employee and client donations— to help save more lives.    On that note, we’re proud to share that DV Safe Phone recently gifted their 10,000th phone, supporting 10,000 lives!    Please take a second to watch this quick video to learn more about the impact of these donations: https://lnkd.in/gAhRD9-R

Last week marked the official opening of our new office in Manila, Philippines. It was a momentous occasion as we cut the ceremonial ribbon and walked in together as a team into the new space. General Manager - Advice Brett Arnol and General Manager - Lending Darren Little were there to take in the excitement and experience the inaugural office blessing, an important tradition in Philippine culture.  A sincere thank you to everyone who contributed to this achievement. The new office is a significant step in our growth journey, we look forward to what lies ahead.

Vivian Rudra discusses debt recycling in The Sydney Morning Herald. This strategy allows homeowners to use their home equity to invest in income-generating assets, converting non-tax-deductible debt into tax-deductible debt. It’s most effective for high-income earners with stable cash flow and a long-term risk tolerance.    Read more here: https://lnkd.in/gwWxDyJu