Greene Financial - Financial Advisory & Retirement Planning

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.

Google Reviews

What Clients Say

      EXCELLENT  
   Based on 70 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Fiona Richardson 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve been with Sam for a couple of years now after being referred by friends. She has been super helpful, empathetic, a great listener and is always willing and able to explain everything in the way that I need! I highly recommend Sam, I feel so much more comfortable with my financial future facing retirement.
  
 
      Posted on Google  
   
   Tim Kenna 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have worked with Sam for many years. She has guided us along the way. Sam is a pleasure to work with and very knowledgeable and professional
  
 
      Posted on Google  
   
   Catherine Kenna 
 
 
 
 Trustindex verifies that the original source of the review is Google. Sam has helped us to navigate the tricky world of getting ready for retirement. The confidence gained has been invaluable. Highly recommend. Thanks Sam
  
 
      Posted on Google  
   
   Aylin Gokmen 
 
 
 
 Trustindex verifies that the original source of the review is Google. Sam has been instrumental in bringing about a new understanding of financial literacy, and improving our ability to manage our finances. Our financial futures are now looking incredibly bright and we have Sam to thank for this opportunity. We recommend Greene Financial highly. Aylin and Julia
  
 
      Posted on Google  
   
   Meredith Warden 
 
 
 
 Trustindex verifies that the original source of the review is Google. Sam was absolutely amazing. I was fully prepared to keep working longer,but she simply said "why"-and I am gald she did. The advice Same gave us was outstanding, and her follow-up support was just as impressive. Thanks to her guidance, we're now debt-free and truly living the dream. If you're looking for someone who is both caring and professional, I can't recommend Sam highly enough. 10/10 service!!
  
 
      Posted on Google  
   
   Tony Fritzlaff 
 
 
 
 Trustindex verifies that the original source of the review is Google. Sam Greene has been most helpful in giving us confidence with regards to superannuation & financial planning towards our retirement. She makes the unintelligible finance speak easy to understand and we value her helpful advice and knowledge. Sam’s  down-to-earth approach is very refreshing and makes us feel comfortable with our choices.  Plus also she knows a fair bit about AFL as well.  Thanks
  
 
      Posted on Google  
   
   Karen Hogan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Sam Greene's advice is clear, very well researched and very helpful for my decision making. It is reassuring in these troubled times.
  
 
      Posted on Google  
   
   Linda Jowsey 
 
 
 
 Trustindex verifies that the original source of the review is Google. Sam has skilfully guided and supported us through the maze of retirement planning. I feel safe and confident that our financial planning was tailored to our lifestyle, needs and values. She keeps in touch and responds promptly to any question or changes we might need to make. It was important for me to have a woman as my financial advisor. Sam is caring and understands the needs of older clients.
  
 
      Posted on Google  
   
   Alexandra Abikhair 
 
 
 
 Trustindex verifies that the original source of the review is Google. We recommend Sam Greene to everyone, she’s incredibly knowledgable and undoubtedly trustworthy, we feel really lucky to have her in our corner. When we knew we needed to speak to a financial advisor we had no idea where to start or how to find someone that we could trust and that would understand our values around money. We were so fortunate that Sam came recommended to us, she continues to help us with all of our goals and guide us though all the complex financial stuff with confidence. This is what they mean when they say you gotta spend money to make money, she’s so worth it!
  
 
      Posted on Google  
   
   Anne 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very happy with Sam’s management . It’s a huge weight off my shoulders. Having a woman manage my finances is a blessing as well.