Green Associates is a dedicated and experienced team of financial planners located in Canberra, Brisbane and Goulburn. We are a leading Charter Financial Planning practice, who have been operating in the financial planning industry since 1989. Our principals have cumulatively over 40 years experience and are certified financial planners.
We understand that not one size fits all, which is why we offer a broad range of packages. These have been designed to help you set and reach the goals which matter to you now, as well as prepare you for the future.
We start by getting to know you, and help you to understand where you are now and what has to be done to get you where you want to go. From there we create a tailored plan and ensure that you have the knowledge and tools to get there.
We are one of a select few practices to be awarded Certified Quality Advice Practice status, by Charter Financial Planning. This program sets an industry benchmark for providing high-quality financial advice. The certification is supported by industry qualification and a proven success in meeting the needs of clients.
In 2011, our practice was accredited as a Professional Practice of the Financial Planning Association (FPA) in recognition of our business' high professional and ethical standards. As an FPA Professional Practice, we are able to show both existing and potential clients that they are dealing with a financial planning business of the highest professional standing.
We have experienced significant growth over this period of time. However, we have and will always have strong client focus and personalised service. We offer individual clients, small to medium enterprise and corporate clients at all levels a straight forward advice and service that encompasses a high level planning to suit their needs.
You might not know where to start, and that's okay. Call us today, we will take the time to explain to you the process and get you thinking about your financials goals.