Our promise to you

Greentree Financial PlanningWe understand you want to work with an adviser you can completely trust.

After all, you’ve recognised a need to seek advice and in doing so will ultimately disclose all the personal pieces of your financial situation.

Greentree Financial is a team of financial planning professionals with experience and expertise, and a commitment to really understanding your objectives. We will work in partnership with you, providing you with personalised advice that is carefully tailored to suit your specific circumstance.

We believe that financial planning should be accessible to everyone regardless of wealth, age or  circumstance. If you want to be involved in your financial future, whether saving for a home, educating children, planning your retirement or just peace of mind, we are happy to work with you.

We will work closely with your other professional advisers, such as your accountant or solicitor, and act as a manager to ensure the bigger picture is never out of focus.

It is important to understand there will always be risks when it comes to investing your money. The goal is to effectively manage the risk by putting the right processes in place. At Greentree Financial we keep abreast of the constant changes in the financial services industry and have access to a wide range of professional partners who are highly qualified experts in the areas of investment management, accounting, debt management, personal risk management and estate planning.

We can’t control the share market, government legislation, the economy, laws on tax and social security or any changes to your personal life that might affect your financial situation. However, as your dedicated financial adviser, we can help to control the process. We will provide you with all the information you need to help you assess the situation, understand the relevant issues and make informed choices about your investments.

The team at Greentree Financial looks forward to working with you and establishing a relationship built on trust and reliable outcomes. Let us take the puzzle out of financial planning and help you develop a clearer, improved financial picture for you and your future – every piece, every step of the way.