Ryan Scherini

Viridian Financial Group Limited

Platinum

12 Yrs Experience

Perth, WA 6000

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I enjoy what I do because I love making a meaningful difference In the lives of my clients. Guiding my clients through the complex world of rules and numbers and putting it a way that helps my clients feel secure that they can achieve their goals is extremely rewarding. Everyone has a unique situation which requires personalised solutions, finding this solution and working closely with my clients is why I come to work every day.

I consider myself to be a holistic financial adviser, and I'm competent across a variety of strategies and client demographics. However, I would say my passion is working with Mum & Dad style investors and helping to improve their financial literacy across their pre-retirement and post retirement matters. I love incorporating behaviour finance discussions into my conversations and helping clients to understand 'why' they make the decisions that to do with their money.

I also have a specialty working with clients who have been Totally & Permanently Disabled and facilitating claim paperwork and assisting with how best to manage any proceeds of an insurance payout both within or outside of superannuation.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Cashflow & Income
Socially Responsible
Tax Strategies
Wills & Estates

I charge a fixed fee for initial advice based on the level of complexity your advice demands. I'm a holistic financial adviser who will consider your entire financial situation. I also charge a fixed ongoing advice fee based on several factors such as the size of your portfolio, complexity of advice / investments.

5.00 August 2024

Ryan is very proactive and always on top of each stage of my life and how my finances need to be managed to ensure I can achieve my lifestyle goals. Ryan is able to explain the complex world of superannuation in ways that are easily understood. He takes the time to understand my individual needs and is always ready, willing and able to answer questions. I really value Ryan's expertise and sound advice.

5.00 June 2024

Forever grateful that we found Ryan. He has made navigating our pre retirement planning stress free. One of Ryan's many strengths is his ability to read people and then converse with them accordingly. He delivers all the necessary information in a

way that is east to understand, and is always prompt to return an email or phone call. He is a very likeable person, and we thoroughly enjoy our meetings with him, something I'm sure many people would not say in relation to their financial planning sessions.

Such is our regard for him that other family members are now also utilizing Ryan's services

5.00 September 2022

I have been a client of Ryan's for more than 4 years (changed companies with him) and I trust him completely with providing advice on my financial affairs. Ryan is an excellent communicator - he is responsive to questions/queries and offers answers that are thorough and explained in terms that I understand. Ryan is a true professional with a personable approach. He went above and beyond the call of duty to assist a family member of mine during a very challenging time - I can't thank Ryan enough for providing that advice on superannuation and insurance matters that ensured financial freedom at the end of life. I would highly recommend Ryan as a trusted adviser.

5.00 August 2022

My wife and I find Ryan to be very approachable and easy to talk to. He is very prompt to answer any questions we have and always takes his time to explain things so that we understand. We are very happy with Ryan and the service he gives us. I would not hesitate to recommend Ryan.

5.00 August 2022