Align Your Money With Your Life

"I was unsure what retirement would look like for me. The idea of looking at my financial situation was overwhelming. Sam was amazing. She helped me realise my goals, by listening and understanding my values and lifestyle. As someone who has always worked hard and lived within my means to safeguard my future, Sam encouraged me to consider what I would like to do to enjoy retirement. Without this, I may not have considered things like travel to be a possibility. After working with her I feel informed and confident of my financial position. I can now enjoy the rest of my working life knowing that retirement will be financially safe when I am ready. I feel like I have a lot to look forward to, and I can't thank her enough for that."

“Sam is such a great advisor to work with. I was so worried about discussing my finances as I was embarrassed that I didn’t know much about my finances and super. I found the process with Sam empowering and I felt like she had my best interests as a priority. She got to know me and my situation well and gave me clear information so I could make autonomous informed decisions about my finances.”

“Through formulating our plan and goals over the last couple of months, Sam has proven she genuinely partners with us by listening, actioning and following up to help keep us on track to achieve our financial and personal goals.”

“To say that Sam has changed my life is not an understatement. She has changed the way I think about money (and also financial advisors!). She is so empowering. To be able to concentrate on work and living my life without this constant financial fear hanging over my head means so much to me, I recommend Sam wholeheartedly. She is an absolute wonder and a delightful human being.”

“Greene Financial has been a real security blanket for me and I feel so confident that I can go to my retirement on a solid foundation of financial security. I would highly recommend Samantha as she is trustworthy, honest, smart and communicates financial advice and information in a genuine and fit for purpose way.”

“Sam's financial advice was a really great experience. She really took the time to understand my goals and needs so that she could provide a range of solutions that I got to choose from. I have such a better understanding of my finances, and the path forward to help me pay off my home loan and retire comfortably. I feel so much more in control as a result.”