Greenstone Financial Planning

Greenstone Financial Planning takes a refreshingly different approach to finance. It was born from our shared desire to provide financial planning and advice of the highest quality to business owners, entrepreneurs and those who want to take control of their financial futures with the guidance of a skilled planner. We focus on you and your needs and help you to answer the important questions in life: When can I work because I want to, not because I have to? How much is enough? If something happens to me will my family be safe? Using our skills to challenge where necessary we help you to create a plan that is personal, meaningful and realistic. Taking control of your financial future isn’t just about the initial plan. Over the years, we stay with you on the journey and ensure you remain on track.

Although you will liaise primarily with one planner, we work as a team to make certain the benefit of our combined knowledge is available to you when needed. We also invest in the latest processes and technologies, giving you access to your information when you want it. Let’s have a coffee and explore how we can help.

Do you need to make time-sensitive and important financial decisions, need a financial sounding board or simply want to take control of your situation? Have you been thinking about your future and recognise the need to set clear goals to achieve the lifestyle you desire? Perhaps you’re preparing to retire or want to pass your wealth on. Maybe you have received money through inheritance, divorce or personal injury and a significant restructuring of your life is a very real consequence. Our personable yet professional approach to these scenarios and more will give you the confidence you’re in safe hands.