A structured process drawing out and defining with you what your vision is of your future. Working with you to see the big picture, tailoring advice driven by your priorities that can then be addressed through a structured and consistent plan. Determining whether and how you can meet your financial needs and life goals through effective management of your financial resources.
At Greentree Financial we're here to help you build a more robust and brighter financial future. Can't quite picture it yet or how best to achieve it? That's where we come in. We often describe financial planning as being similar to a jigsaw puzzle - many smaller pieces need to first be identified and pieced together to reveal the "big picture".
At Greentree Financial we're here to help you build a more robust and brighter financial future. Can't quite picture it yet or how best to achieve it? That's where we come in. We often describe financial planning as being similar to a jigsaw puzzle - many smaller pieces need to first be identified and pieced together to reveal the "big picture".
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About Us
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Adam Greentree is our Senior Financial Planner and Mortgage Broker and has been working in the financial services industry since 1989. Working through the ranks with NAB in branches, treasury and lending. Adam has been a co-owner of Greentree Financial since 1999 with his wife Virginia. Adam is a Certified Financial Planner and holds a Masters in Financial Planning.
Our promise to you
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Our Process
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You will provide us with all the necessary information required to identify the full picture. It is important you tell us everything that is relevant, so we may offer you the most appropriate and reliable advice for you. We have developed a questionnaire that will guide you through this process, which we will ask you to complete.
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