Greentree Financial

At Greentree Financial, we understand that every individual has unique financial goals and aspirations. Our team of experienced financial professionals is dedicated to providing comprehensive financial planning solutions tailored to your specific needs and priorities. With a structured process that draws out and defines your vision for the future, we work closely with you to develop a robust and effective plan that addresses your financial challenges and helps you achieve your life goals.

Our Promise to You

Our promise to you is to deliver high-quality, tailored advice that is driven by your priorities and objectives. We believe in taking a holistic approach to financial planning, considering all aspects of your financial life, including your values, goals, and aspirations. Our team of experts will work closely with you to identify areas of opportunity and develop a customized plan that aligns with your vision for the future.

Our Services

Our comprehensive financial planning services include:

• Financial position analysis
• Investment planning (portfolio design, superannuation, borrowings, taxation, and legal structures)
• Risk management and personal insurance
• Retirement planning and estate planning
• Education funding
• Charitable planning
• Business succession planning

We understand that financial planning is not a one-time event, but an ongoing process that requires regular review and adjustment. Our team is committed to providing regular reviews and updates to ensure your financial plan remains aligned with your goals and objectives.

Our Team

Our team of experienced financial professionals is led by Adam Greentree, our Senior Financial Planner and Mortgage Broker. Adam has been working in the financial services industry since 1989 and is a Certified Financial Planner with a Masters in Financial Planning. Our team also includes Virginia Greentree, our Practice Manager and co-owner of Greentree Financial, as well as Naomi, Maureen, and Cathy, who are all dedicated to providing exceptional service and support to our clients.