YOUR FUTURE, YOUR WAY
Build a brighter future with comprehensive planning from Greentree Financial
At Greentree Financial we offer our clients comprehensive financial planning.
A structured process drawing out and defining with you what your vision is of your future. Working with you to see the big picture, tailoring advice driven by your priorities that can then be addressed through a structured and consistent plan.
A comprehensive financial plan includes the basic areas of:
Financial position analysis
Investment planning (portfolio design, superannuation, borrowings, taxation and legal structures)
Risk management and personal insurance
Retirement planning and estate planning
In addition, education funding, charitable planning and
business succession planning may also be covered as you require.
What is financial planning?
- The process of providing advice, assistance and solutions.
- The process of addressing the challenges around creating and protecting your wealth.
- Determining whether and how you can meet your financial needs and life goals through effective management of your financial resources..
WE’RE HERE TO HELP
Let’s look at the big picture.
At Greentree Financial we’re here to help you build a more robust and brighter financial future. Can’t quite picture it yet or how best to achieve it? That’s where we come in.
We often describe financial planning as being similar to a jigsaw puzzle – many smaller pieces need to first be identified and pieced together to reveal the “big picture”.
Working closely with you, we examine all the areas that make up your current financial picture, including your values and objectives. With all the pieces on the table, we can then create and manage a financial plan that better ‘fits’ your future needs and makes most sense for you.
Successful wealth management is also about regularly reviewing many aspects of your financial life on an ongoing basis to ensure the plan continues to align with your goals.
Adam Greentree. Greentree Financial Pty Ltd ACN 001 340 781, Authorised Representatives of GWM Adviser Services Ltd ACN 002 071 749 an Australian Financial Services Licensee with it’s registered office at 105 – 153 Miller St North Sydney NSW 2060. A member of the National Group of companies.