Retire With
Clarity & Confidence
FINANCIAL ADVICE FOR WOMEN IN THEIR 50S AND 60S
who want their money to support the life they’re building next.
Hear Their Stories
Why Finding the Right
Financial Advisor matters
Sally
Retired, loving choices and helping her son with big milestones.
Anna
Super setup for success and building security for her kids.
Sarah
Retired at 57, overcome money-trauma & travelling the world.
Feeling unsure about your financial future? You’re not alone — and you don’t have to work it out by yourself.
At Greene Financial, we work with women and couples in their 50s and 60s — who want clarity and direction as they plan their next chapter.
Who We Help
This often includes people approaching or transitioning into retirement, or those who are now managing their finances independently after a major life change.
You don’t need to have everything figured out — but you do need to be ready to take stock, ask questions, and build a plan that supports the life you want going forward.
Meet
Sam Greene
Sam is a Certified Financial Planner® with over 12 years’ experience supporting women and couples through important financial decisions.
She works with clients who want clear and considered advice — helping them step back, understand their options, and make decisions that support the life they’re building now and into the future.
Sam founded Greene Financial to offer advice that feels supportive, simple and human — particularly for people navigating important life and money decisions, such as planning for retirement or managing finances on their own.
“There’s no perfect time to get started — you just need to be ready to take the next step.”
What we're best at
Services We Specialise In
Strategic Advice
Clear, considered advice to help you understand when you can retire and what life after…
SUPERANNUATION
Advice to help you make confident decisions about your super — how it’s structured, i…
Retirement Planning
Guidance to support the more complex and interconnected decisions that sit around your…
Lifestyle Modelling
We use modelling to help you explore what’s possible before making big decisions. By map…
What You Gain from working with a Financial Advisor
Get Clarity: Understand where you stand, what your options are, and what’s realistically possible.
More Freedom: With a plan you understand, money takes up less headspace — leaving more room for life.
Confidence In Your Decisions: Feel reassured that your choices are considered, aligned, and supported.
keeping it simple
How it works
1. CLARITY CALL
A short 15-minute phone call to understand what’s on your mind and see whether we’re the right fit.
If that feels right, we’ll meet again via Microsoft Teams for a deeper conversation and decide together whether to move forward.
2. PLAN DESIGN
We take the time to understand your goals, your current position, and what matters most to you.
We model different scenarios and explore your options, bringing everything together into a clear, practical plan.
3. ACTION ADVICE
Once you’re comfortable with the plan, we support you in putting it into action — guiding you through the practical steps so you’re not doing it alone.
4. ONGOING GUIDANCE
We continue to work together over time, adjusting your strategy as life changes and supporting you through new decisions, so your plan stays aligned with what matters most.
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