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.
A Financial Plan
Can Give You
Can Give You
CLARITY
FREEDOM
CONFIDENCE
Meet
Sam Greene
Sam Greene
10+
Years
Experience
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.
Ready To Align Your Money
With Your Life?
With Your Life?
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!
Real Results
Here from our clients
Here from our clients
Hear Their Experiences
Deborah Azevedo2024-10-26It has been a pleasure meeting Sam and working with her on our retirement plans. Sam has been instrumental in making us feel comfortable in navigating our next stage of life into retirement. Sam’s genuine care and ability to listen to make sure this was our plan, has enabled us to build trust in her. We recommend Sam to others who are not sure and need some help with financially planning. It is worthwhile investment.Ade Webber2024-10-25Sam has been brilliant to work with. I have a clear financial plan and so much more confidence as a result of her collaborative approach. It has been a pleasure working with Sam and I highly recommend her services!Toinette Hutchins2024-10-22Sam provides an amazing service. Information is personalised, informative and tailored to the individual client. The service and information is delivered in easy to understand language that ensures clients understand all levels of the service, options and plans. As someone who isn’t ‘financially savvy’ I can’t speak highly enough of Sams engagement and dedication to ensuring I knew and understood everything that we were discussing. Thoroughly recommended Greene Financial services.Melinda FitzGerald2024-10-07Sam helped my partner and I through the retirement and superannuation maze. I had been putting off making decisions as my feeble attempts at understanding the requirements and how to approach them had left me more confused; Sam's advice and direction was clear and considered. She is a warm and understanding person who spends time getting to know you and your plans for the future. Sam responded quickly to any enquiries we had. I was worried to contact a financial adviser as I didn't know who to approach and trust, Sam came highly recommended by a friend and I would highly recommend Sam also. Money well spent for peace of mind and financial security.Meaghan O'Keefe2024-07-23Sam provided a very professional, friendly and realistic approach to our Financial Planning appointments. Sam provided accessible information, coaching us with her expertise and wisdom, yet also empowering us to make the best fit decision for our individual financial circumstances. Highly recommend Sam at Green Financial!Sally Koster2024-04-13Sam is a great listener and communicator. She has been extremely helpful during our financial planning sessions together. Sam clarified anything that I needed help with understanding, and her ongoing advice has been tailored to my needs and given me a clear direction as to my financial goals. Thanks Sam! Highly recommended.justine farley2023-12-08Sam provided much needed financial guidance upon a sudden change in financial circumstance. She understood what my short and long term goals were and explained it in terms that I would understand and provided me with short and long term goals to get me achieving these financial goals I am striving for. Highly recommend Sam and her financial guidance to anyone looking for some.Suzanne Britton2023-11-04I have consulted with Sam Greene at Greene Financial over the last 6 mths. Sam has helped us form a financial based on the goals of our family and values. As a sole and very busy business owner, Sam has also helped me organise my tax obligations and projected cash flow needs. she is is easy to talk to, amazingly professional and very efficient. I highly recommend Sam and consider it is one of the best personal and business decisions I've made in a long time.Jennifer van der Geest2023-11-03Sam really listened to my story to understand my situation, my values and my goals. She spent as much time as I needed to look at options and explain things to me in a way that I could understand. She is extremely conscientious and knowledgeable as well as being personable and easy to talk to. Sam has given me the focus and confidence I needed to match my financial management to my life and my goals. Highly recommend!
Hear Their Experiences
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COMPANY
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)
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.
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)
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.
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)