Viridian Advisory is a leading financial services firm based in Geelong, Australia, dedicated to empowering individuals at every stage of life to achieve their financial goals. With a strong focus on providing personalized attention and expert guidance, Viridian offers a wide range of services including financial planning, investment management, retirement planning, and estate planning. What sets Viridian apart is their unique philosophy of not just being advisors but partners in their clients’ financial journey, ensuring they receive the best advice from a diverse team of specialists.
Founded on the belief that understanding complex financial matters can enhance one’s quality of life, Viridian Advisory is committed to helping Australians secure their financial future and live fulfilling lives. Their approach combines individualized attention with the strength of a reputable group, offering clients a comprehensive and holistic financial planning experience. Whether clients are just starting out or well-established, Viridian Advisory is dedicated to guiding them towards financial security and success.
Viridian Advisory’s commitment to excellence is reflected in their recognition as the winner of the IFA Excellence Awards 2021 in the Wellness Program/Initiative of the Year category. Additionally, their ISO/IEC 27001-2013 Information Security Management System Certification and status as a B Corp demonstrate their dedication to upholding the highest standards of professionalism and ethical business practices. Viridian Advisory also acknowledges and respects the traditional Custodians of the lands they work on, showcasing their commitment to cultural awareness and inclusivity.