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.
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.
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.
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