Wealth & Insurance

The process of financial planning is about shaping your future, making it what you want it to be, and that’s exciting!

Green Finance Group have access to a selection of trusted Financial Advisers who work with individuals, families and business owners every day, helping to safeguard and improve financial health and wealth. 

Whether you need a full finance assessment or simply some direction, our in-house team at Green Wealth & Insurance can assist you with life insurance, estate planning and business succession planning.

Additionally, we can refer you to a licensed Financial Adviser to help with wealth creation strategies, cash flow management, tax minimisation, debt structuring and management, superannuation (including SMSF), retirement planning, life insurance, estate planning and more.

The development of your very own financial plan, no matter how detailed, should focus on the following key areas:

Life Insurance

Financial Plan Step 1 - Protect Pic

Life throws us 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.

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Estate Planning

Green Finance Group Financial Planning Step 2 Pic

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.

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Business Succession Planning

a man and a woman smiling in front of a cafe

The key to good protection is the right amount of money, for the right person, at the right time! You’ve worked hard to establish and build your business. We understand the fast-paced and detailed nature of running a business day-to-day can be all-consuming. We also know how important it is to cover all bases.

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Financial Planning

Green Finance Group Financial Planning Step 3 Pic

Do you know how much money you will require to fund a comfortable retirement? The average Australian underestimates their retirement costs to the tune of a 10-year shortfall. How would this impact your lifestyle?

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