Retire With confidence
Financial advice for women and couples in their 50s and 60s — who want to feel secure, independent, and ready for what’s next.
You’ve worked hard to build your life — now let’s make sure your money supports the future you deserve.
Feeling unsure about your financial future? You’re not alone — and you don’t need to figure it out alone, either.
At Greene Financial, we work with women and couples in their 50s and 60s — especially those navigating retirement, divorce, or managing money solo. Whether you’re wondering “Do I have enough to retire?”, stressed about super, or simply want a plan you understand — this is a safe place to start.
A financial plan is more than numbers — it’s your life strategy.
We’ll work together to:
Sam is a Certified Financial Planner® with over 12 years of experience helping women and couples in their 50s and 60s feel more confident, clear, and in control of their financial futures.
She founded Greene Financial to offer advice that feels supportive, simple, and human — especially for people going through major life transitions like retirement, separation, or managing money on their own. Sam’s approach is built on deep listening, practical strategies, and real partnership — all in plain English.
A free 15-minute chat to see if we’re the right fit. You’ll share what’s on your mind, and I’ll explain how I might help.
We dig deeper into your goals and explore possible strategies.
You’ll receive a clear, practical plan — and support putting it into action.
04. Ongoing Guidance
Life changes, and your plan should too. We’ll adjust and support as you go.
We deliver relevant financial news and education, straight to your inbox on the 1st Monday of every month.
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)
