Viridian pursues growth strategy, flags more acquisitions on horizon

Yasmine Raso

Senior Journalist

9 April 2026

Viridian Financial Group has pointed to its continued focus on acquisitions and partnerships as “central” to its long-term growth strategy, as the firm looks to further solidify its diversified client offering across advice, lending and investment.

This comes off the back of a strategic investment made by American private equity firm, TA Associates, in 2025 and the acquisition of mortgage broking business, Smartmove, in 2023 to bring the total number of businesses integrated under its banner to 20 in the last decade.

Viridian’s chief executive, Raamy Shahien, said these steps were all intended to fulfil the goal of establishing a “wealth ecosystem converging advice, lending and investment solutions” for clients across the country, and is now looking ahead to “translate the trust, scale and experience built over the past decade into stronger outcomes for clients and advisers”.

“Over a decade on the frontline with clients and advisers has shaped how we think about advice, lending, investments and the overall client experience. We’re not interested in consolidation and scale for its own sake. The test is whether it makes the business better for clients and our people,” Shahien said.

“That means continuing to invest in deeper specialist support and building a business that is simpler and easier to deal with — making it easier for clients and advisers to navigate and access advice, lending and investment solutions.

“Partnership has always been central to how we’ve grown the business.

“We’re seeing increasing demand from advisers for businesses to take greater responsibility for investment outcomes, particularly as the industry responds to recent disruption and a sharper focus on governance and accountability.”

At the same time, Shahien confirmed that financial advice remains “integral” to Viridian’s broader strategy and that it has supported more than nine advisers have recently completed their professional year.

Leveraging the new borrowing, debt and property capabilities provided by its acquisition of Smartmove, Viridian has also expanded its client services to offer a more “holistic” experience, growing its management across its advice and lending arms to $11 billion and $6 billion in funds under management (FUM) through Infinity.