Clint McNally

Viridian Financial Group Limited

Gold

23 Yrs Experience

Perth, WA 6000

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For over 25 years, I have been working with families and individuals to ensure the optimisation and protection of wealth and, at the right time, its transition to the next generation.

My extensive experience and networks provide each client a unique solution to them.

Essential to the tailored strategies that evolve, is the deep understanding of what is important to each client and then working closely and relentlessly with them to reach an agreed pathway that leads to clearly defined family milestones.

I am supported by a team of specialists to meet the diverse needs of high-net-worth families and individuals to ensure family harmony and proper governance.

I understand that nothing in life can be carried out without accountability. Taking this commitment seriously, I am willing to accept responsibility to get clients to where they need to be.

Superannuation
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Complex Investments
Borrowing
Tax Strategies
Growing Assets
Wills & Estates

5.00 September 2024

We first went to Clint to sort out a financial plan and wills as we were about to start a family, his guidance during this time removed the stress in a period that is already stressful. We recently caught back up with Clint to move to the next stage of financial strategy, financial growth. Whilst we were unsure on which way we wanted to go leading into our discussions with Clint he assisted us with understanding our position and the best options forward. Once again simplifying a complicated process for those that aren’t financial wizards. Can’t recommend Clint high enough.

4.75 September 2024

Prior to Clint becoming our financial adviser we had worked with a handful of others over the years. By comparison Clint actually spent time listening and genuinely tailored a plan for our fairly complex situation having worked overseas on and off for over twenty years. His strong relationship with the Infinity Team and willingness to work closely with our accountant delivers a very strong breadth of financial tools that are not available just anywhere. Clint was able to communicate a complex plan in easily understood language and made sure we were comfortable as it was executed over an extended 18 month period. Given how busy he is his availability to respond to questions is excellent. I cannot recommend Clint and the greater team strongly enough. I would like to give a particular shout out to Toni Brownlee who ensures everything runs smoothly.

5.00 September 2024

We have been with Clint for quite a few years now and find him to be faultless and efficient. He is very personable and always helpfull.

5.00 September 2024

Always clear and concise and open to any query we have Clint is very professional and available to assist with our requests promptly.

5.00 September 2024

Clint has always been very helpful and always talks in a financial language that we can understand.

Adviser status Gold
Rating 4.94
Number of reviews 9
First year providing advice 2001
Years of experience 23
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Language spoken
- English