Viridian Advisory Ballarat

Viridian Advisory Ballarat is part of Viridian, a diversified financial services group founded in 2015 and privately owned. Viridian brings financial advice, lending and investment management together under one roof, with its lending team trading as Viridian Lending and its investment business, Infinity. Nationally, Viridian operates 32 offices across 7 states, employing more than 100 advisers, 27 brokers and 16 portfolio managers.

The group oversees $7 billion in funds under advice, $5.5 billion in funds under management and $3.6 billion in lending, and has a foundation called the Viridian Foundation. In Ballarat, the advisers are based in Ballarat and serve the Central Highlands and western Victoria, including the Central Highlands, Pyrenees and Grampians, and the areas of Buninyong, Sebastopol, Wendouree, Alfredton, Creswick, Clunes, Daylesford, Ballan, Beaufort, Maryborough and Ararat. The Ballarat team is described as a small team with long tenure. Financial advisory services include retirement planning, superannuation, investment advice, life insurance, estate planning and aged care.

Lending services include home loans, investment property, commercial lending, refinancing and SMSF lending, with access to 40+ lenders. Infinity manages diversified managed accounts and bespoke private portfolios for family groups and not-for-profits. Advisers, brokers and portfolio managers coordinate around the same client, and the advice team works with clients across every life stage, from building wealth through to retirement and estate planning.

Viridian Advisory Ballarat provides financial advice and investment guidance from its office in Ballarat Central. Clients name Pradan and Jeff, describing Pradan's knowledge and confidence as putting them at ease, and the team's professionalism as a reason they trust the management of their portfolios.

The yearly review meeting is described as informative, with fund performance and portfolio management explained clearly so clients understand how their holdings are tracking. Support and advice are also given whenever questions arise during the year, and clients express gratitude for that ongoing guidance. Meetings cover investment strategy and the oversight of funds.