Jacques Malan

Viridian Financial Group Limited

Gold

9 Yrs Experience

Perth, WA 6000

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I have been a Financial Planning Professional for more than 23 years. My experience includes providing advice to clients ranging from Consumers (Mums & Dads), High Net Worth Individuals and Business Owners. My clients value the way that I make the complexities of superannuation and investments easy to understand.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

Initial Advice and Implementation Fees are flat Dollar fees based on the scope of work to be performed. Ongoing advice services are typically 12 month agreements at flat Dollar fees depending on the nature of advice and structures held.

5.00 December 2024

We have been with Jacques approximately four years. In that time he has organised our retirement plan and eliminated any financial doubts. We have 100% faith in his recommendations for a stress free retirement lifestyle. Thank you Jacques.

5.00 November 2024

We have enjoyed a wonderful working relationship with Jacques over the past 2 years. The advice and knowledge he has shared with us has been invaluable. We were at a complete loss with our finances and although not in financial hardship we had absolutely no direction. Jacques formulated a financial plan after listening to our lifestyle and future plans.

Great results and really excited about the future.

As a person, what a great listener, quiet and extremely efficient. Honest and great integrity which is kind of important when entrusting your life savings to someone.

Thank you Jacques

5.00 November 2024

Jacques helped instigate a plan to reduce tax on our super for our beneficiaries. He explained it in such a simple way that it was easy to understand. He also finalized our pension funds from the super funds. He was always available or within the same day would respond to calls.

We would recommend Jacques to anybody requiring financial assistance.

5.00 September 2024

Jacques is just on another level; and his professionalism is beyond imagination. I have dealt with him for years and I have never ever doubted his advice and guidance and he is an absolute genius at what he does.

4.75 September 2024