Calum Laing

Viridian Financial Group Limited

Gold

28 Yrs Experience

Perth, WA 6000

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At Viridian Advisory, we provide a highly personalised suite of financial services to our clients in Australia. Our services include investment advice, superannuation & retirement planning, estate planning, insurance, lending and bespoke portfolio management.

With over 25 years experience in financial planning both in the Australian boutique and Corporate Advisory, Calum is experienced in aiding with personal financial wealth. Converting the complex legislative strategies into simple language is a real asset and skill he has.

Building financial independence can often be time-consuming and complex. Calum along with his team around him, takes on this responsibility to help clients get the best outcomes.

Key areas his clients have benefited from are improved financial education, personal advice, his very personable yet professional approach. The journey starts with a natural “Coffee meeting” to better identify clients’ needs and potential value-add before any engagement.

Calum enjoys working with clients approaching retirement to help live the life they choose. This is then maintained via a strategic regular review to preserve longevity of the retirement plan in light of any personal, legislative and economic changes.

Calum is also passionate about community and is actively involved in Vinnies with a focus on the “Passages” initiative which is a hub for homeless youth needs and services.

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

5.00 October 2024

Calum took the time to understand our financial position and our needs in transitioning to retirement. During meetings provided stories showing his expertise & knowledge and let us with some thought provoking questions to ponder - these discussions were both two way and I believe has brought about a 'better plan' for us. Provided detailed explanation of plans and has had those plans implemented on our behalf. Calum has prioritized to ensure Robyn (my wife)\_ to be included in all discussions and clearly understands the strategy & plans. Would recommend Calum to family or friends.

4.50 October 2024

In my meetings with Callum he is always well - prepared, and he gives me confidence that he has my interests at heart.

He has a steady manner, providing sensible and straightforward investment options.

5.00 October 2024

I found Calum to be a knowledgeable finance professional, with excellent knowledge and communication skills, always on time and follows up on the actions required to grow my retirement fund, I would not hesitate to recommend Calum to someone requiring help with their retirement plan.

5.00 October 2024

Until we met Calum we were worried about our retirement, working with him has put our minds at rest. We trust his advice completely.

5.00 September 2024

Calum has guided my husband and myself through retirement planning and management of superannuation over many years. Since my husband's death, he has continued to assist with the transition to managing finances on my own.

Through this time I have trusted Calum with confidential information concerning family dynamics and other matters. At all times, he has handled issues with discretion and sensitivity.

At appointments for regular review, he has provided comprehensive and clear explanations of our ongoing financial position. His communication is clear and easily understood, and he has been patient with explaining more complex issues - often required more than once!

He has always been very quick to respond to my queries between formal periodic review appointments.

Calum has engendered a high level of trust. He is now assisting my sons and me through a high-value property development project. He has met some immediate family members, and I have recommended to my sons that they refer to him regarding issues I may become incompetent to address, or with financial issues of their own.

I am highly satisfied with all services Calum has provided, and would willingly recommend him to others.

Adviser status Gold
Rating 4.95
Number of reviews 10
First year providing advice 1997
Years of experience 28
Highest qualifications
- Fellow Chartered Financial Practitioner (FChFP)
- Graduate Diploma of Financial Planning
Language spoken
- English