Viridian Financial Group

As part of R U OK?Day, we had the privilege of hearing from Preeti Raghwani, who bravely shared the story of her daughter Ziya’s brief but impactful life to team members across Australia. Ziya was diagnosed with Mitochondrial disease, a debilitating genetic disorder that robs the body’s cells of energy which can lead to organ dysfunction and failure. Despite the heavy trauma, Preeti and her family learned the true meaning of happiness through this heart-breaking process by not taking any moment for granted with Ziya. Preeti now encourages us to live life with intention, discover our passions, be good humans & to find glimmers in the darkness. For those privileged enough to hear Preeti share her story we are now asking ourselves, what was today’s glimmer? It’s a small but impactful way to ground our intentions for living. You can read more of Preeti and Ziya’s story on the Mito Foundation website here: https://lnkd.in/gfskf5nC. Mitochondrial disease can cause any symptom in any organ at any age. You can find out more or donate here: About Mito - Mito Foundation https://lnkd.in/ghcve9T6

Fantastic news from Smartmove Professional Mortgage Advisors and their commitment to building lifelong relationships!

Since our journey began in 2021, over 4,000 people and 100 Australian companies have joined together to help The Viridian Foundation directly donate over $500,000 to the Jreissati Pancreatic Centre to end pancreatic cancer. With this year's challenge over, we've put together a quick wrap up highlighting how these funds are making a difference and some of the incredible individual and team efforts!

This week we sat down for a quick word with Amanda Ragkousis, Clint McNally and Kathy Havers and got a glimpse into their passion for financial advice and the power it has to help clients live the life they choose. All three have been shortlisted for this year's FSPower50 and with voting closing on this Sunday it's a great time to get to know them a little better! https://lnkd.in/ggfQGPUg

Executive Advisor James Williams was on hand to speak to Dominic Powell about a rather unpopular investment for this week's Real Money newsletter. https://lnkd.in/gPbcEQrF

We are proud to sponsor the Community Service Award at Curtin University's Financial Planning Awards Night. Our Executive Adviser, David Pitt had the honour of presenting the award to Alex Anspach, an exemplary student he’s seen shine with a passion for financial advice. David also joined an industry panel on the night, discussing what’s ahead for students in financial advice, alongside: •Julia Schortinghuis from Lighthouse Capital Pty Ltd •Ben Devenish from Vantage Wealth Management Perth •Dawn Thomas CFP®, SSA from The Wealth Designers •Gary Hasler from Boutique Advisers Private Wealth •David Gee from UniSuper It was a memorable evening filled with insights and a celebration of the future of financial advice.

When it comes to harnessing technology to create better client experiences, advice businesses should be focusing on personalisation, efficiency and cybersecurity. General Manager of Advice Brett Arnol joined David Pritchard and Sacha Loutkovsky as part of an Ensombl and Colonial First State podcast special 'Enhancing Your Technology, Business & Client Experience'. Listen to this explorative podcast for insights into how advice businesses are focusing in on future client experience. Listen here: https://lnkd.in/gpJ-QGhB

Exciting news with Amanda Ragkousis, Clint McNally and Kathy Havers all being shortlisted for the FSPower 50! It's great to see Clint and Kathy on the list for another year as they continue to champion advice and great outcomes for clients. This is Amanda's first time being shortlisted, recognising her immense work on the Gold Coast. If you have a spare moment please make sure you're voting for them to make the final 50 https://lnkd.in/gXeyitCd

In today's interconnected world, data security has never been more critical. With cyber threats becoming increasingly sophisticated, staying informed and proactive is essential. Our latest article provides crucial insights and practical strategies to safeguard your personal and business information. Don't wait until it's too late—ensure your data is protected in 2024. Read the full article here: https://lnkd.in/g3rhU4QK

We are in the final stretch of the 31-Day W4R 2024 Step Challenge and have raised an incredible 72% of our goal! Thank you to everyone who has stepped up and supported our mission to accelerate and promote advancements in pancreatic cancer research. But we still need your help to reach 100% of our target! Every step counts, and every donation makes a difference. This challenge is more than just a call to action; it's a movement to promote health, well-being, and a sense of community. It's a tribute to those we've lost to pancreatic cancer and a beacon of hope for those still fighting. We're proud to partner with the Epworth Jressiati Pancreatic Centre, and we are deeply grateful to this year's sponsors: Principal Sponsor: PAN-Tribal Asset Management Pty Ltd Platinum Sponsors: Colonial First State, Macquarie Group, Dexus, Global X ETFs Associate Sponsor: Arnold Bloch Leibler Join us in making these last few days count. Your support can help turn 72% into 100% and bring us closer to a world where pancreatic cancer no longer takes our loved ones too soon. Donate through the link below and step up for a brighter, healthier future. Together, we can make a difference. 💜 https://lnkd.in/gJVe6wFt