Green Associates

Established in 1989, Green Associates is a reputable financial planning firm known for building wealth and fostering strong client relationships. Based in Canberra, Brisbane, and Goulburn, we have been empowering individuals and families to achieve financial security and pursue their goals for over three decades.

Our Vision and Values

Our vision is to empower our clients to take control of their financial destinies by providing tailored solutions and fostering a collaborative approach to wealth management. We are guided by core values of professionalism, integrity, and transparency in all our interactions.

Financial Advice & Planning

We assist individuals in creating a comprehensive financial strategy that aligns with their personal and financial goals. Our services include:

• Assessing current financial situation
• Retirement planning and optimization
• Investment guidance and portfolio management
• Debt management and budgeting strategies

Superannuation Planning & Advice

We help clients maximize the benefits of their superannuation accounts through:

• Contribution strategies
• Investment selection and review
• Pre-retirement planning and withdrawals

Investment Strategy & Advice

We develop customized investment plans that consider each client's unique financial goals and risk tolerance. Our services include:

• Portfolio analysis and review
• Risk management strategies
• Alternative investment options consultation

Home Loans & Lending

Leveraging our extensive experience, we assist clients in:

• Finding the most suitable mortgage options
• Navigating complex lending requirements
• Negotiating competitive interest rates

Our Commitment to Clients

At Green Associates, we believe in building strong client relationships based on trust and open communication. We are committed to:

• Providing personalized and tailored solutions
• Regularly reviewing and adjusting your financial plan
• Offering ongoing support and guidance

Why Choose Green Associates?

Our clients benefit from:

• Extensive industry experience
• Proven track record of success
• Personalized and collaborative approach
• Ethical and transparent practices