How Can We Help?

We believe to our core that good financial advice is crucial. What we do for you really matters. Good advice can be the difference in your life between hardship and prosperity, between financial stress and freedom of choice.

At Viridian Wealth, our advice philosophy is simple: Is this in your best interest? Our goal as a business is to improve your standard of living. We will support you through the difficult times, and celebrate your successes with you.

To achieve this, we have 6 key areas where we can add value. They are Organisation, Accountability, Objectivity, Proactivity, Education and Partnership.

Organisation
We will help you to bring order to your life by assisting you with implementing some structure, and in prioritising your goals and objectives.

Accountability
After prioritising your goals, we will outline the steps you need to take to achieve them, AND review your progress towards achieving them.

Objectivity
We help you to avoid making emotionally driven decisions about your money. By researching alternatives, we can ensure that you are informed of your options.

Proactivity
We work with you to anticipate your life stages and to prepare for them, creating action plans to address and manage them ahead of time.

Education
We start by thoroughly exploring your current situation, before providing the necessary resources to facilitate your decisions and exploring the options and risks associated with each choice. We discuss the pros and cons of each choice, giving you the information required to make the best decision in the circumstances.

Partnership
Our goal is to help you live a better life. and we will work with you to make this possible. We will take the time to understand you, your background, your philosophy, your goals and your values and work collaboratively with you, and on your behalf.

We bring all of this together in our Advice Mapping process that outlines your desired outcomes, goals, relationships and structures, and provides a ‘map’ to achieving your better life, on one page.

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