Tailored strategies to grow, protect & pass on your wealth
Wealth management goes beyond financial planning or investment advice — it’s a holistic, ongoing partnership designed to help you manage wealth through every stage of life.
At Green Associates, we take a comprehensive approach that integrates investment strategy, tax efficiency, estate planning, and risk management into one cohesive plan. We focus on your broader financial goals — from building wealth to preserving and transferring it — ensuring every decision aligns with your values and long-term vision.
Our role is to simplify complexity, provide clarity, and empower you to make confident choices as your life and circumstances evolve.
How We Can Help
Wealth management is more than investment advice — it’s an ecosystem designed to bring every element of your financial life together. From strategy and structure to growth, protection and succession, our services work in harmony to help you build, manage and preserve wealth.
Managed Portfolios
Managed portfolios offer you the best of both worlds when it comes to investing. Combining the direct benefits of professional investment management with the efficiency of modern technology, managed portfolios stand out as a practical choice for savvy investors.
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.
Self-Managed Super Funds (SMSF)
Superannuation is one of the largest investments many of us will ever have, so it makes sense that some people want more control of their funds and look at self-managed super funds (SMSF) for greater flexibility.
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.
Decades of Experience
Wealth Managers located in Canberra, Brisbane and Goulburn.
As a boutique firm with national reach, Green Associates offers the personalised service of a local team backed by the depth and expertise of an established Australian network. We are solely driven by your best interests — not product incentives.
Our approach is transparent, collaborative and built for the long term, creating enduring partnerships that evolve with your goals. With a focus on clarity, trust and results, we act as your dedicated wealth management partner for your entire journey.
How we can help you
We Offer Specialist Advice for Everyone
Individuals & Families
Every family’s financial story is unique. We work with you to clarify your goals, maximise the value of your wealth and create an enduring legacy for future generations. We provide guidance across asset structuring, investment strategy, legacy planning and managing family dynamics — ensuring your wealth is preserved, protected and purposefully aligned.
Professionals & Executives
We understand the time constraints and financial complexities faced by those whose focus is often on their organisation and career. Our wealth management service provides a flexible, full-service solution to help you make the most of your success today, while building the financial freedom and security to support your future ambitions.
Business Owners
Running a successful business comes with competing demands — and personal wealth management often takes a back seat. Our tailored service helps align your business success with your personal financial goals. We coordinate and manage every aspect of your financial landscape, from business profits and investments to transactions, tax strategy and ownership structures, so your wealth works as hard as you do.
You, because you're you
We recognise that no two people — or financial journeys — are the same. Whether you’re just starting to build wealth, managing complex assets, or planning for what comes next, we’ll tailor our advice to your circumstances, goals and ambitions. Our role is to help you make the most of your opportunities, whatever they look like — guiding you to grow, protect and maximise your wealth potential, because you’re you.
Our Team
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