Attaining financial security and living your ideal lifestyle is all about ensuring the financial resources you do have – income, pension, superannuation, savings – work as hard as they can, for as long as they can. It’s about making the most of what you have. A smart Financial Plan will help you to better manage your money not just for retirement but every stage of your life. The team at Green Finance Group is passionate about helping our clients to attain and maintain financial health for life.
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Financial security isn’t reserved for ‘the wealthy’ while being wealthy doesn’t automatically make you financially secure, in many cases it’s quite the opposite.
Depending on your situation there are several areas an experienced financial adviser can help to improve, including:
Whether you need a full finance assessment or simply some direction, we can refer you to a licensed financial adviser who can help.
At every stage of the planning process, you are in control! There are no forced decisions, and your Adviser will help you to thoroughly understand and feel comfortable with your options, associated costs and corresponding benefits.
The average Australian underestimates their retirement costs to the tune of a 10-year shortfall. This is often due to an over-reliance on compulsory employer superannuation contributions and inadequate planning.
If you are a woman, chances are your situation will be even worse, particularly if you have taken time out of the workforce to care for family.
Green Finance Group have access to a selection of trusted financial advisors who can help you to ascertain your ‘real’ retirement costs and provide solutions for improving your nest egg and lifestyle options, including:
Whether retirement is five or 50 years away your Financial Adviser can help you to refine a strategy to suit your personal situation and goals, which may include:
Finding the best ways to grow your finances to provide your desired lifestyle long after you’ve finished working can be complicated which is why trusted advice is invaluable.
Your Green Team finance broker will be happy to refer you to a Financial Adviser with a proven track record in assisting individuals, families and business owners with relevant financial strategies, simply fill in your details below and we’ll be in contact shortly.
I contacted Daniel to help me to obtain finance for a multi million dollar commercial property acquisition.
I found Daniel and his team to be very professional, helpful and I felt that my business was important to them and not just a number as is often the case when dealing with larger financial institutions.
I felt that that Daniel and his team provided an easy and convenient conduit to connect me with the most appropriate and competitive finance options that met my needs.
Thanks Daniel and your team.
Daniel Green did a terrific job for me when purchasing a motel everything went along very smoothly with ease and could not achieved it without him made things very easy for me due to his extreme experience in this field I could not recommend him high enough and would definitely use him again.
I purchased my very first childcare centre at 28 years of age, and it simply would not have been possible without Daniel Green's assistance to secure the finance I needed. I had what I thought was a good plan and over 11 years' experience working in childcare centres, (having worked my way up from educator to centre director for two successful centres), yet several banks would not even consider my application. People often ask me how I did it and I can honestly say it wouldn't have been possible without Daniel's guidance, and more than that, his absolute belief in me. Over a period of 12 months, he helped me to refine my goals, cement my business plan and ultimately improve my purchasing position. His reputation within the finance industry is well known but I think his first-hand business knowledge within the childcare industry, having co-owned several centres himself, sets him apart from other finance brokers and makes him an incredible business ally when dealing with banks. Additionally, the team of people around him are equally as impressive and Andrew from Green Wealth and Insurance was able to sort out all my personal insurance needs. This team are my go-to when it comes to anything finance related and I know they'll be by my side when I'm ready to expand into my 2nd childcare centre. Thank you so much.
Daniel’s true talent lies in his ability to make a complex process run smoothly. He is always thinking ahead, never complacent, and is continuously looking for something that little bit better.
Recently he assisted me to refinance my business lending with a new financier and better conditions, and most importantly, allowing scope for future developments.
I have trust in his ability, and his commitment to my business and me. It isn’t a transactional relationship, it’s more of a partnership, and that’s how successful business should be done.
