Michael Zaia

Viridian Financial Group Limited

Bronze

6 Yrs Experience

Sydney, NSW 2000

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I am passionate about helping people navigate the complexities of financial matters - giving them the platform to spend more time doing the things they enjoy.

As a financial adviser, I work closely with clients to understand their unique circumstances and develop personalised plans that address their specific needs and values. I provide advice on areas such as investment management, superannuation, risk management (life insurances) and retirement planning, helping clients make informed decisions about their financial futures.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets

The fees will depend on your own circumstances, the scope of work and how I can help.

5.00 August 2024

A good financial adviser will take time to really understand your goals and objectives now and into the future and be equipped to provide relevant and timely advice that will enable you to reach them. Michael is a good listener. He asks lots of questions to ensure he really understands what you want to achieve. He offers guidance in the major life events, ensuring his clients get the best service. He recognizes that major life events - marriage, having a family, retiring, etc. bring different challenges - and that, until you reach those events, you probably don't know what you don't know. Michael has an all-round knowledge of financial matters and brings them to his clients' attention at the appropriate time. We are very comfortable with Michael's services and have no issue in recommending him.

4.25 July 2024

Very helpful and responsive. The advice is thoughtful and takes into account circumstances, the environment and objectives.

5.00 July 2024

We have a high degree of trust in Michael's advice, which has always proved to be well-considered and wise. He is a great listener and understands where we're coming from and what we want to achieve. His experience and knowledge have proved to be invaluable in helping us make some big decisions on how best to utilize our super and investments.

4.75 July 2024

Michael had provided very good advice to me and is very responsive.

5.00 January 2024

Michael has been my personal investment and super fund adviser since he came on board at Viridian around 18 months ago. He has been an absolute pleasure to deal with. He is mature, professional, knowledgeable and proactive in managing my investments. Most importantly, he actually cares about his clients which is a breath of fresh air in the industry. I have dealt with a number of advisers over the years and Michael's performance has well exceeded my high expectations. I would recommend him unhesitatingly.