Stephen Manassah

Viridian Financial Group Limited

Platinum

13 Yrs Experience

Perth, WA 6000

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At Viridian Advisory, we provide a highly personalised suite of financial services to our clients who are based across Australia. Our services include investment advice, superannuation, estate planning, insurance, lending and bespoke portfolio management.

I am passionate about:

a) The process of analysing the detail of each client’s situation & goals and then formulating a bespoke strategic plan designed to deliver on those goals and enhance the economic outcome over the longer term;

b) The year-on-year review of the strategic plan, resulting in tactical adjustments, as required, to ensure the plan reflects changes, both internal and external; &

c) Ensuring that there is a clear, efficient and practical succession plan for the transfer of the accumulated wealth.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Small Business Advice
Tax Strategies
Growing Assets
Budgeting

5.00 February 2024

I have have known Stephen for more than 10 years when I worked at Westpac. He became my Financial Adviser on retirement approx 8 years ago and the advice he provides to me is first class. When ever I contact him 7 days a week via email, he comes back to me almost immediately. I have referred other of my work colleagues to Stephen upon their retirement and that are all very satisfied with his knowledge and service he provides. I had a Defined Benefits super funds with my employer and he was very knowledgeable about this fund upon retirement and recommended that I take advantage of the benefits which pays be a monthly pension for life. He has also given me sound advice on other Panorama products and my fund that is managed by him has provided healthy growth over the past 8 years. I would have no hesitation on recommending Stephen to anyone considering looking to him for investment advice.

5.00 September 2023

Stephen is a very good commentator , with a wealth of knowledge in is field . He as answered all questions that I have asked in a frank manner. He has achieved all I have asked for in handling my pension fund.

5.00 August 2023

Stephen has been my adviser for some years now. His friendly but professional approach is much appreciated. The knowledge and experience he brings is second to none. I certainly recommend Stephen to anyone like me with goals and the future in mind. Thank you Stephen!

5.00 July 2023

Stephen is a very dedicated adviser and goes out his way to ensure that he is providing the best advice to us both. Stephens knowledge is outstanding and we would highly recommend Stephen to friends and family.

5.00 June 2023