We wanted to share some exciting news on a positive change happening at Ivy Wealth.
After decades as a proudly privately owned business, we have the opportunity to become part of Viridian Advisory — one of Australia’s leading financial advice groups with offices across the country.
This is a really exciting step for us. While we’ll be joining a larger group, what matters most to us remains unchanged — continuing to work with the same clients, building on the relationships we’ve developed over many years and continuing to provide the same personalised advice and support you’ve come to expect.
Most importantly, for you:
We’ll continue to provide advice and support as we always have.
We’ll continue operating from our existing Hobart location with the same team.
We genuinely believe this is a positive step and one that ultimately gives us greater support and resources to continue looking after our clients well into the future.
For more information on Viridian head to viridianadvisory.com.au
As always, if you have any questions, please feel free to get in touch.
