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How It Works
We'll arrange to meet you somewhere convenient - even online!
Our process typically involves working through the 4 steps below.
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!
Ready To Align Your Money
With Your Life?
With Your Life?
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)