The Work Index by Flexa

Viridian Financial Group

Viridian Advisory is a financial advice firm committed to empowering Australians to live the life they choose by providing tailored strategies for all life stages.

https://viridianadvisory.com.au/
4.5

/10

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Description

Viridian Advisory is a financial advice firm that empowers Australians to achieve their financial goals. The firm offers a broad range of services to clients at all stages of life, including retirement planning, superannuation, investment advice, insurance, estate planning, and aged care. Viridian Advisory has a team of over 100 financial advisors located across Australia, each specializing in different areas of financial expertise. They are dedicated to providing personalized advice that addresses the unique needs of each individual and family.

The company prioritizes building long-lasting relationships with clients and strives to deliver a unique and rewarding experience. Viridian Advisory uses a proven process that begins with an evaluation of the client's situation, followed by a thorough discovery phase where goals and aspirations are identified. The company then develops a customized strategy, implements the recommendations, and continuously reviews the plan to ensure it remains relevant and effective over time. Viridian Advisory is also committed to staying informed about industry changes and technological advancements, ensuring they can deliver the most up-to-date and effective advice possible.

Mission

Viridian Advisory's mission is to empower Australians to live the life they choose through personalized financial advice and strategies. They strive to create a positive and significant impact on the financial security of Australians by working tirelessly with clients throughout their journey, offering a range of services including wealth accumulation, debt management, retirement planning, and aged care advice.

Data-driven
Improving quality of life/health
Social impact led

Culture

Viridian Financial Group promotes a culture of client-centricity and empowerment, prioritizing individual needs and goals. They emphasize a collaborative approach with their clients, building strong relationships based on trust and transparency. Their team is driven by a strong purpose to help Australians achieve financial security and live the life they choose, fostering a supportive and positive environment for both clients and employees.

DE&I

Viridian Advisory demonstrates a commitment to diversity, equity and inclusion through their B Corp certification, which signifies a dedication to meeting high social and environmental standards. They actively acknowledge the Indigenous custodians of the lands where they operate and their clients are connected to, demonstrating a cultural sensitivity and respect for diversity. They have a diverse team of advisors across Australia, showcasing their commitment to diverse perspectives and inclusion within their workplace.

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