Wealth & Insurance

Green Wealth & Insurance advisers work with business owners, families and individuals every day to identify potential risks to finances and future wealth. We work with you to identify cost-effective safeguarding measures in the form of business and personal insurance, estate planning and business succession planning solutions.

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There’s more to life than money, which is why it’s so important to protect your loved ones, your lifestyle and your livelihood.

Experience Matters


Protecting your lifestyle & your loved ones is the first step in any smart Financial Plan. Our Advisors can show you how.

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Protect your family, preserve the value of your assets, and ensure the legacy of your business vision. Our Advisors can show you how.

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Business Succession

The key to good protection is the right amount of money, for the right person, at the right time!

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A smart Financial Plan will help you to better manage your money not just for retirement but every stage of your life.

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Wealth & Insurance Specialists

Daniel Green


Australia's leading hospitality, accommodation and childcare finance specialist and winner of Australian Broker of the Year 2022.

James Blackshaw

Private Banking Consultant

With almost 30 years’ banking and finance industry experience to his credit, James Blackshaw knows what it takes to negotiate a better outcome on your behalf.

Mark Anyon

Finance Consultant

An award-winning finance broker experienced in all aspects of commercial lending and renowned for his expertise in securing funding solutions for hospitality venues and groups.

LATEST Wealth & Insurance ARTICLE

"EOFY Checklist: Six ways to potentially reduce your small business’s tax liabilities and pay less at EOFY"

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