Head towards the life you deserve

Align Your Money With Your Life

At Greene Financial, we understand that a solid financial plan is invaluable. Yet, what truly matters is our flexible approach and unwavering commitment to understanding and supporting your unique priorities and values. Your financial plan is not just a document; it's a means to honour and achieve what truly matters to you.

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What You Gain

A Financial Plan
Can Give You

CLARITY

Life’s major decisions can be overwhelming. We take the time to understand you and develop a strategy tailored to your priorities. This eliminates confusion, bringing certainty to your goals.

FREEDOM

We all desire greater choices and fewer obstacles. Greene Financial relieves financial concerns, granting you more time to enjoy your life.

CONFIDENCE

With a well-crafted strategy, enhanced clarity, structural guidance, and accountability, we’re here to connect the dots, enabling you to make confident decisions about your financial future.
Sam
Introduction

Meet
Sam Greene

10+
Years
Experience

70+
Advisor
Ratings

As a Certified Financial Planner (CFP®), Sam has experienced how financial advice can make a real difference in people's lives, helping them transform and discover opportunities they didn’t know existed.

Sam is changing the way people engage with money, promoting open conversations and understanding each client’s unique money story.

Read More

Our Services

Our Advice Embraces Your Entire Financial Life

Greene Financial Planning Advisory - Lifestyle Modelling
LIFESTYLE MODELLING
STRATEGIC ADVICE
STRATEGIC ADVICE
Greene_Financial_Retirement_Planning
RETIREMENT PLANNING
Greene_Financial_Superannuation
SUPERANNUATION
GREENE_FINANCIAL_INVESTING
INVESTING
GREENE_FINANCIAL_INSURANCE
INSURANCE
Greene_Financial_Debt_Management
DEBT MANAGEMENT
GREENE_ FINANCIAL_COACHING
COACHING
GREENE_FINANCIAL_TAX_STRATEGIES
TAX STRATEGIES
GREENE_FINANCIAL_ESTATE_PLANNING
ESTATE PLANNING
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WE’D LOVE TO HEAR YOUR STORY

Ready To Align Your Money
With Your Life?

Schedule your free 20 min call

our approach

How It Works

01. Discovery

Are you ready to take the first step? Our discovery call is where we get to know each other. During this conversation, you'll share your motivations for seeking financial advice and any pressing questions you have. We'll also provide insights into our process. If we believe we can assist you, and you feel comfortable and ready, we'll book a more in-depth meeting to explore your needs.

02. Design

Should a financial plan align with your life's needs, we'll set up a series of meetings to create a comprehensive understanding of you and your individual needs. These sessions involve exploring potential strategies and learning relevant financial and investment concepts.

03. Advice

We’ll develop and support you to implement a tailored strategy to achieve the goals and values that are most important to you.

04. Guidance

Life is full of changes, and we're here for you every step of the way. We offer ongoing support as you navigate life's uncertainties, ensuring your financial plan remains aligned with your evolving circumstances. Consider us your financial life-partner!

Testimonials

Real Results
Here from our clients

“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.”
Jess aged 44
“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.”
Luke aged 46
“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.”
Lee aged 69
“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.”
Catherine aged 61
“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.”
Helen aged 45
Testimonials

Hear Their Experiences

Hear Their Experiences

"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."
Loretta aged 65+ years Maffra VIC
“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.”
Jess aged 44
“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.”
Luke aged 46
“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.”
Lee aged 69
“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.”
Catherine aged 61
“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.”
Helen aged 45
See All Reviews

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Greene Financial is located on the traditional lands of the Wurundjeri Woiwurrung people. We recognise their continuing connection to land, waters and culture.

We pay respect to Elders past and present.

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COMPANY

LEGAL

CONTACT US

We operate 9am - 5pm weekdays and will respond to you within 24 hours of these times. Call us on 0409 948 600 or email us sam@greenefinancial.com.au
PO Box 175, Preston, Victoria 3072

© Greene Financial Pty Ltd ABN 18 663 788 485 (Greene Financial) Corporate authorised representative of Lifespan Financial Planning Pty Ltd AFSL 229892, ABN 23 065 921 735 (Lifespan)

footer-logo

Greene Financial is located on the traditional lands of the Wurundjeri Woiwurrung people. We recognise their continuing connection to land, waters and culture.

We pay respect to Elders past and present.

Facebook Instagram Linkedin

About Us
Our Approach
Our Services

Financial Service Guide (FSG)
Privacy Policy
Terms and Conditions

We operate 9am – 5pm weekdays and will respond to you within 24 hours of these times. Call us on 0409 948 600 or email us sam@greenefinancial.com.au
PO Box 175, Preston, Victoria 3072

© Greene Financial Pty Ltd ABN 18 663 788 485 (Greene Financial) Corporate authorised representative of Lifespan Financial Planning Pty Ltd AFSL 229892, ABN 23 065 921 735 (Lifespan)

footer-logo

Greene Financial is located on the traditional lands of the Wurundjeri Woiwurrung people. We recognise their continuing connection to land, waters and culture.

We pay respect to Elders past and present.

Facebook Instagram Linkedin

About Us
Our Approach
Our Services

Financial Service Guide (FSG)
Privacy Policy
Terms and Conditions

We operate 9am – 5pm weekdays and will respond to you within 24 hours of these times. Call us on 0409 948 600 or email us sam@greenefinancial.com.au
PO Box 175, Preston, Victoria 3072

© Greene Financial Pty Ltd ABN 18 663 788 485 (Greene Financial) Corporate authorised representative of Lifespan Financial Planning Pty Ltd AFSL 229892, ABN 23 065 921 735 (Lifespan)