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Rob Solly Email
Client Services Manager . Viridian Advisory
Melbourne,
Locationr*****@viridianadvisory.com.au
Primary EmailHow to contact Rob Solly
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Employees:
329Revenue:
$93.4MAbout
Viridian Private Wealth (VPW) VPW is the Financial Planning division of Viridian Advisory and is dedicated to enhancing the financial lives of our clients and enriching their family legacies. We provide a highly personalised service by engaging in a process of discovery, analysis and potential solutions. Our Executive Advisors, who collectively own the firm, have developed a strong culture based on the values of collaboration, persistence, integrity and authenticity. The commitment to our clients is to deliver solutions that make for smart financial decisions that lead to greater peace of mind and quality of life. We specialise in Financial Management Strategies, Risk Management, Estate Planning, Retirement Planning, Investment Management, Wealth Preservation and creation. Our clients are typically successful individuals, business owners, families and charitable foundations. Viridian Portfolio Management (VPM) VPM is the portfolio management service division of Viridian Advisory and offers Australia's most bespoke investment service in Australian shares. The service is unique in a number of ways and is completely tailored to individual circumstances and offers a number of elements that sets it apart from others. Our principles are those of accountability, results, risk management and cash flow, all of which are specifically measured and reported to our clients at every meeting. We have adopted a methodology of aiming for specific results and then reporting to these results. Our services are charged on a fee-for-service basis only, further aligning our interests with those of our clients.Viridian Advisory Address
Level 17Melbourne, null
Australia