Protecting your lifestyle & your loved ones is the first step in any smart Financial Plan.
Life throws curve balls – accidents, illness, injury, job loss – but there’s no need to get bogged down in the doom and gloom of what ‘might’ happen, provided you have sufficient safeguards in place. No matter what stage of life you are at, you’ve worked hard to establish yourself. Whether you own or are paying off property, cars, businesses (and all the other bells and whistles), are supporting a family, are juggling school fees, are caring for a loved one or are a self-funded retiree you want to know that everything you’ve worked for, everything and everyone you care for would be protected in the event of hardship. We can help.
Our Life, Estate Planning, and Business Succession services are provided via a joint venture between Green Finance Group and Personal Risk Professionals. This joint venture gives Green Wealth & Insurance access to a team of expert advisers and support staff from one of Australia’s leading Life Insurance advisory practices.
The team is driven to deliver consistently better outcomes for our clients, having developed a proven model that ensures absolute trust in service, advice, accountability, professionalism, and claims management.
We’ll help you find the right level of protection for your needs.
How does the advice process work?
If you’d like to know more, simply fill out the form below and one of our experienced advisers will be in touch shortly.
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.
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.
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.