Viridian is an advisory firm focused on understanding you to help you to live the life you choose. This means we work hard to understand your hopes and dreams for the future. We help you confidently prioritise what's most meaningful to you in order to make this future happen.
With over 30 years of combined Financial Services experience, Jess and Hamish, work closely with their clients to ensure they have they have the confidence in where they are going and how they are going to get there.
Jess and Hamish are able to assist their clients with:
- Investment strategies to build your wealth and ensure you maximise your retirement lifestyle, alongside fund returns, gifting to family members and remaining eligible for Centrelink benefits.
- Retirement planning - Work with you to support your short, medium, and long-term goals without excessive risk exposure.
- Wealth protection – Protecting your lifestyle and assets against unforeseen and potentially financially devasting events.
- Debt Management – Pay down debt effectively while managing your cash flow.
- Superannuation (including Self-Managed Super Funds) - Reviewing your superannuation funds, maximising contributions, and managing changes to superannuation system rules.
- Budgeting and Cash flow management – Helping to increase your cash surplus and better meet your financial needs.
- Estate Planning – Helping you to maximise your superannuation benefits and minimise taxation upon your death to your loved ones.
- Centrelink social security - Maximising your eligibility for benefits such as Aged Pension and Commonwealth Seniors Health Care Card.
Jess and Hamish service clients across the Central West, including Orange, Bathurst, Lithgow, Dubbo, Cowra and surrounds. If you have family, friends or your circumstances require you to relocate, we have office locations right across Australia.
AFSL Licence 476 223.