Booking
Wondering if your money is set up to support the life you want — and the freedom you’ve earned?
Book a free 15-minute Clarity Call
with a planner who gets retirement
- Are 50+ and approaching or in retirement
- Are managing your finances solo or as a couple (divorced, widowed, or unsure where to start)
- Want clear, jargon-free advice with no pressure
- Are looking for a trusted financial partner to support life’s next chapter
If you’re in your 30s or early 40s and looking for quick, one-off advice, this likely isn’t the right fit — my approach is best suited to those planning for retirement or seeking a long-term financial partner.
If any of these questions sound familiar, you’re exactly where you need to be.
“Do I have enough to retire?”
“Is my super set up properly?”
“What if I’ve left it too late?”
What Makes Greene Financial Different
Advice that gets you — and your stage of life.
We specialise in working with women and couples in their 50s and 60s, especially those navigating retirement, big transitions, or growing independence.
No jargon. No pressure.
Just honest conversations and practical advice in plain English.
A safe space to ask anything.
Whether it’s “Is it too late to start?” or “What even is a concessional contribution?” — no question is too small.
Planning that fits your life.
We create a clear, doable plan together — so you always feel confident about your next step.
Support that grows with you.
Life isn’t static — your financial advice shouldn’t be either.
- A chance to share what’s been on your mind
- A few questions so I can understand your goals
- A clear explanation of how we work
- Decide together if we’re a good fit
What Our Clients Say
“Sam has been amazing , guiding me through a difficult time and making the process so easy and rewarding.
Her explanations were thorough and it is extremely comforting to know that she is only a phone call away whenever I need her expertise.
I was happy to recommend Sam to friends and family.”
Michele Best
“Sam has offered me life changing support and financial awareness planning for right now and for my future.
I trust her. Clearly outlined, straight forward, plain English with a little bit of emotional guidance and support thrown in.
I cannot recommend Sam more for everything she has done to help me.”
Rachelle Holt
“Sam is so amazing and her knowledge and experience in planning for future retirement is outstanding.
As I was clueless on understanding how to manage my finances, Sam had the patience of a saint.
She would go over things until I fully understood were I was investing my money. I highly recommend Sam, she is worth every cent.”
Frances Cucuzzella
