What is Financial Planning?

Financial planning is essentially a strategy created for you to effectively manage assets, tax and cashflow to grow your wealth. It can involve a number of different services including assessing your financial position, retirement planning, investment advice, but the overarching goal is to help you obtain the lifestyle you want for both now and into the future.

Finding a certified financial advisor to help you navigate the possibilities, is key for your financial planning success.

With the right financial advice and framework, we can protect your assets should any unexpected life events occur and effect your financial plan.

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Our Services

We offer a broad range of different services to help you at any stage in your journey to wealth.

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Financial Advice and Planning

Modern finance has three overlays: personal, legislative and economic. How these entwine is where financial advice is important when growing your wealth.

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Superannuation Advice & Planning

For most people, super will eventually be one of your largest assets. It’s a way of saving money while paying a lower amount of tax.

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Investments Advice & Planning

A strategy is vital, because if you are investing without a strategy then you are essentially gambling with your hard-earned money.

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Home Loans & Lending Services

We have over 19 years’ experience helping people find the best mortgage to help them achieve their long-term goals.

"I was requiring financial advice and guidance. I was advised by a colleague to contact Green Associates. As it turns out, one of the best bits of advice I've ever received. Green Associates have been fantastic. Financial advice and guidance has been of the highest standard. Advice and support provided for a range issues has been smart, sensible, prudent and wise. They have made me money, saved me money, saved me stress. They pointed me in the right direction and introduced me to the right people at the right time. Quite simply - I cannot fault the service provided by the team at Greens."
Simon
"We have been very impressed with the development of Green Associates. The business has grown substantially but retains the work ethic of efficient and friendly service with a personal approach. Their staffing appears to be particularly well integrated and stable such that a broad range of financial services are available to deal with client issues. For example, we have appreciated them liaising with an accountant on our behalf. The team keep up to date with the current financial news and integrates it into the overall perspective of the business. However there remains an individual approach to portfolio selection and management as required to meet particular circumstances of clients. They are fast and efficient with all financial adviser activities on our behalf. They take the longer term view and is not fussed by the short term gyrations of the market. We have no hesitation in recommending Green Associates and we look forward to many more fruitful years with them."
Marie and Alan
"As I was approaching retirement, my partner and I were fortunate to be introduced to Green Associates. They gave us sound, well-argued advice and inspired confidence that our financial affairs would be managed adroitly, according to our needs and circumstances. Our initial impressions have subsequently been borne out, through good times as well as current uncertainties. The team are always available, professional and across the brief when answering questions and making recommendations about our investment portfolio and future planning."
John
"I have found Green Associates as a firm to be efficient and professional and focussed on the client as an individual with individual plans and aspirations.  The people who make up the team are attentive and responsive  - you don't have to tell your story twice - and always extremely friendly.  They are a pleasure to deal with."
Bill
"Trust, expertise and professionalism are what stand out for me when I think about the financial advice and services that the team have provided to me over many years. I did extensive research and talked to many people before I settled on Green Associates and they have proved their value and time again. Their attention to detail and depth of knowledge is reassuring and their ability to listen carefully and ‘lookout’ for me and my family has saved us a lot of money and put me in a secure place for retirement. Thank you for keeping to such high standards and for assembling such a strong and trustworthy team at Green Associates. I couldn’t have chosen better."
Richard
"The team at Green Associates have been amazing. My husband and I have always been reluctant to see a financial advisor as we are fairly risk-averse and figured it was enough to have our money sitting in the bank, accompanied by a few scattered investments... We had our opening meeting with Green Associates, and they listened carefully to our needs and concerns. They took the time to find out what sort of future we were looking for and our timeline for major plans in our lives, along with our day to day needs. From these discussions, the team gave us a number of options to consider and carefully explained each option, giving us all the information we needed to make the right decisions for ourselves. Since then we’ve never looked back. The team have kept us informed on our investment strategy and we meet regularly to review how it’s travelling and make any changes we need to. The team are very knowledgeable and proactive in managing our investment strategy and are always willing to go that extra mile to make sure we feel supported through the whole process. We definitely feel we made the right choice for our future by making that first appointment with Green Associates."
Jodi

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