Pradan Yeluri

Viridian Financial Group Limited

Gold

17 Yrs Experience

Ballarat Central, VIC 3350

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#Agri Financial Planning #Small Business Specialist #Medicos & Allied Health #Farm Succession #Inter-Generational Wealth Transfer #High Net Worth Focus

I am dedicated to helping you achieve your financial goals and secure a prosperous future. At Viridian, we recognize that each client has unique financial needs and aspirations. My approach is personalized and holistic, ensuring that we address every aspect of your financial life. Whether you are planning for retirement, investing for growth, or managing your wealth, I am here to provide expert guidance and support.

With over two decades of experience in financial services across Australia, India, and the UK, I bring to you a broad understanding of financial management, economics and personal finance. While cultures and languages may differ, the core concerns of clients remain universal: Will I have enough to be independent? Can I support my children’s aspirations? Can I maintain the lifestyle I desire?

Let’s work together to explore these concerns and find ways to achieve your goals in a manner that aligns with your core values and beliefs.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Complex Investments
Tax Strategies
Growing Assets

5.00 October 2024

Pradan has been our Financial Planner for at least the past 4 to 5 years . Pradan has been there for us the entire time, supporting us and giving us sound advice ( and believe me we have had some medical challenges along the way .) Pradan is patient, super intelligent and caring . Since the first time we met Pradan we new we were in good hands.

We would both recommend (without hesitation) Pradan to take carriage of any financial needs of our children, grandchildren, extended family and friends. It is very reassuring knowing that you have 100% confidence in the person who looks after your future. .

5.00 October 2024

I'm so sure Pradan has my best interests in mind at all times. He is always available, his advice is always sound and clearly delivered in time. Recently he worked with my family to settle the estate my mother left me and my siblings. His patience, professional demeanour, was outstanding at times even “GOD” like.

5.00 October 2024

Pradan always has my best financial interests in mind and has provided excellent advice over the past few years. He was able to convince me to take certain financial actions when needed and enabled me to take the initial leap into retirement. Pradan takes time to explain the decisions and actions he makes on my behalf, consulting when appropriate. There is regular email communication which helps me understand. He is approachable and prompt in answering my questions and reassuring that all is well with my financial situation. I am thankful for his professionalism in his economic knowledge and his integrity.

5.00 October 2024

We have been a client of Pradans for many years, we have found him very honest and reliable in all our dealings with him. His expertise and knowledge of the products required within our superannuation structure, have been exemplary.

5.00 October 2024

Pradan's wealth of experience has helped us to retire with the knowledge that our assets and income is as secure as possible. He has also hosted a family meeting with our adult children which has proven beneficial for them and us, and prompted many interesting conversations since. Our relationship with Pradan extends to our wider family with our intention to pass on generational knowledge as well as wealth. Our children know and respect him as well and know he has our best interests at heart. We couldn't do this as well without him!