Viridian Jade is a provider of high quality and effective financial counsel to international HNW individuals and families based in Australia. 

 
 
 
 

Viridian Jade is the new addition to the Viridian Advisory network of specialised divisions, including Viridian Private Wealth, Viridian Portfolio Management, Viridian Lending Services, and Infinity Asset Management servicing HNW clients.

We have the specialist knowledge, expertise and insight to counsel our international HNW clients on navigating wealth management opportunities and challenges locally and globally. We are passionate about helping our esteemed clients achieve their financial goals.

 
 
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“Viridian Jade is a fresh and innovative approach to wealth management focused on securing and enhancing our valued clients' prosperity.”

We are proud to offer this exceptional service and passionate about delivering outstanding value to the international HNW community. Partnering with an experienced team of specialists focused on client wellbeing, we look forward to working with you to protect and grow your family's prosperity for today and tomorrow.

Raamy Shahien, Joint Chief Executive Officer, Viridian Advisory

 
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Born from
personal
experience.

Viridian Jade was born from the experience of our diverse, international team. A majority of families with immigrant backgrounds have personal and familial interests beyond Australia. Advisors with the knowledge and skills to navigate these interests are few and far between. We bring expertise and understanding that comes from personal experience.

Making
sense of
complexity.

Negotiating the complexities of wealth management can be challenging. Expertise and experience are required to understand the laws, customs and cultures of different countries. Identifying and implementing the best strategies for your unique situation and circumstance is paramount in our thinking.

Values
and virtues
that matter.

In addition to our advisors' technical expertise, we appreciate the values and virtues that matter to you. Trust, respect and integrity are the principles that underpin our relationships with clients. From this rock-solid foundation, we provide genuine care and understanding to help you live the life you choose.

Powered
by Viridian
Advisory.

With 28 offices across Australia, 350+ employees, and $7.5b funds under advice servicing over 8,600 clients, Viridian Advisory is a full-service advice firm with a principled culture that emphasises the bond of trust between advisors and clients. Backed by the strength of the Viridian Advisory network, Viridian Jade can help you and your family manage your wealth opportunities in Australia, Asia and beyond.

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Wealth management requires intelligent planning, sound strategy and timely execution. For individuals and families handling transnational and intergenerational arrangements and estates, there is added complexity. This is where Viridian Jade can help. 

We specialise in providing counsel and support to HNW individuals and families who have interests and ties internationally and in Australia. This sets us apart from other financial advisory firms.

Tapping into Viridian Advisory's broader trusted network of vetted experts and advisors, we build trust and engagement with our clients, seeking to understand their circumstances, aspirations and journey. We believe it's important to know where our clients have been to help them get to where they want to go.

Our wealth management methodology is purpose and impact-driven, utilising best-in-class solutions enabled by the latest financial technology. Our commitment is to build prosperous, long-term relationships with our clients, helping them secure themselves and their families' financial futures. 

 
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Empowering
purpose.

Family dynamics and next-generation planning

Impact investments

Philanthropic offerings

Investment
management.

Vetting and identifying opportunities

Portfolio construction and management

Lifestyle assistance

Family
growth.

Strategic family planning, including succession planning

Family governance and meetings

Next-generation development

Estate
planning.

Wealth succession

Retirement plan

Insurance and superannuation advice

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“As an Asian-Australian, I understand deeply the great value of the service Viridian Jade delivers to individuals, families and our community. ”

Wealth management across borders, cultures and generations can be complex. Viridian Jade provides a service that goes beyond just being a product or meeting technical requirements. We dive deep into the dynamics and aspirations of family relationships to provide truly individualised solutions. Through deeper understanding, we aim to achieve outstanding results. With integrity, respect and trust, we are proudly committed to helping our families protect and grow their wealth for generations to come.

Joanna Sun, Director, Viridian Jade