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 adviser 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.
Our Services
We offer a broad range of different services to help you at any stage in your journey to wealth.
Financial Advice & Planning
Modern finance has three overlays: personal, legislative and economic. How these entwine is where financial advice is important when growing your wealth.
Superannuation Planning & Advice
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.
Investment Strategy & Advice
A strategy is vital, because if you are investing without a strategy then you are essentially gambling with your hard-earned money.
Home Loans & Lending
We have over 19 years’ experience helping people find the best mortgage to help them achieve their long-term goals.
About Green Associates
A dedicated team of financial planners located in Canberra, Brisbane and Goulburn.
We are a leading Charter Financial Planning practice, which has been operating in the financial planning industry since 1989. Our principals have decades of experience and are ready to help you achieve your goals.
We are one of a select few practices to be awarded Certified Quality Advice Practice status, by Charter Financial Planning. This program sets an industry benchmark for providing high-quality financial advice. The certification is supported by industry qualification and proven success in meeting the needs of clients.
How do we work
We have a tried, tested and proven process that has been getting our clients results since 1989.
Getting to Know You Questionnaire
We don’t want to waste your time, so we get as much information as possible before you come in to meet with us. This way you’ll have a much more meaningful experience your first visit.
Initial Meeting
In this meeting, we go through the many options available to you in order to achieve your goals. We can start to sound them out and decide a course of action you’re most interested in.
Appointment Follow Up
After our meeting, we will get back to you about everything we discussed and give you an outline of next steps and proposal of costs.
Let's Go
Once you let us know you’re happy to proceed, you get to kick back and relax while we get to work.
We Make the Calls
We will get in touch with all authorities and even your former adviser, if you’re swapping firms, to let them know what’s happening.
Plan Creation
Then we get to work. We will conduct further research and start creating your tailored plan, geared towards achieving your financial and lifestyle goals.
Plan Presentation
We will then get you back in to go through your plan, and show you your steps to success.
All Systems Are Go
We then start rolling out your plan, keeping you informed along the way. So all you need to do is sit back and watch your wealth grow.
Our Team
Financial Calculators
Home Loans & Mortgage Calculators
Explore these tools to estimate your home loan repayments, borrowing power, savings using an offset account and more. Plus, compare different loans as well as buy/sell and buy/rent scenarios.
Personal Finance Calculators
Gain clarity on your personal finances by figuring out exactly how much you earn annually, planning for daily and large expenses and calculating repayments on financed assets.
Savings Calculators
Assess how much you need to deposit and for how long to reach a goal and see how compound interest amplifies your savings.
Income Tax Calculators
Calculate your tax payable now to avoid a surprising tax bill at the end of each financial year.
