Booking
Who We’re Best
Placed to Help
We work with women and couples in their 50s and 60s who are thinking seriously about retirement and want clear, considered advice they can rely on.
Our clients value an ongoing relationship and want support making decisions that affect both their finances and the life they’re building next.
This is likely a GOOD FIT if you
Are thinking seriously about retirement — whether that’s approaching now or something you’re intentionally planning toward
Have built up assets and want help making thoughtful decisions about what comes next
Value clear, considered advice and an ongoing relationship
Want your money to support the life you’re building, not just optimise numbers
We’re NOT the best fit if you
Are in your 30s or mid-40s and your focus is on building things up — such as buying your first home, upgrading property, renovating, or getting clarity before your next move
Are looking for one-off or transactional advice rather than an ongoing relationship
Prefer quick answers, simple recommendations, or a DIY approach, rather than working through decisions together in a considered way
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 financial adviser who understands retirement
If any of these questions sound familiar, you’re exactly where you need to be.
“Do I have enough to retire comfortably?”
“Is my super set up properly for the next stage?”
“Am I leaving things too late — or am I still on track?”
What Makes Greene Financial Different?
Advice shaped around where you are now — and where you’re heading.
I work with women and couples who are thinking seriously about what comes next, particularly around retirement and major life decisions. The advice is always grounded in your current reality, not generic rules or assumptions.
Space to think things through properly.
You don’t need to arrive with perfect questions or a clear plan. We take the time to work through decisions together, so you can understand your options and feel comfortable with the choices you’re making.
Clarity without overwhelm.
Complex topics are explained clearly, at a pace that suits you. The goal isn’t to rush decisions — it’s to help you feel informed, steady, and confident about the path forward.
An ongoing relationship, not a one-off conversation.
As life changes, your advice evolves with you. I work with clients over time, supporting decisions as circumstances shift — not just at a single moment.
Advice that fits your life, not just the numbers.
Your plan isn’t built in isolation. It’s shaped around how you want to live, what matters to you, and how you want your time and money to work together.
What to Expect From
Our Call
- A chance to talk through what’s been on your mind
- A few thoughtful questions to understand your situation and what you’re hoping to achieve
- Space to decide together whether it makes sense to book a longer conversation
Before you book
The Clarity Call is a short, initial conversation to see whether we’re the right fit to work together.
It’s designed for people who are thinking seriously about retirement or major financial decisions and want clear, considered advice they can rely on.
If that sounds like where you’re at, you’re in the right place.