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Green Associates Financial Planning (Brisbane)
- Financial Services
- Milton, QLD
About this business
We are a leading Charter Financial Planning practice that has been helping people achieve their financial goals since 1989. Since then, we’ve grown, adapted and delivered results without compromising our strong client focus and personalised service. We understand everyone’s situation is different, and you can’t apply a one-size-fits-all approach to achieving your dreams. This is why every new client journey begins with a Discovery Session with a senior adviser. This key step helps us to get an accurate picture of your starti... read more
Location details
Level 10/301 Coronation Dr, Milton, QLD, 4064, Australia
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Stuart was very thorough in his explanation of how the market has fared recently and long term. He reviewed my current financial situation, including anticipating major expenditure in the next 12-24 months and made recommendations that suit my circumstances. The other staff members were welcoming and helpful, especially since I have mobility issues - opening heavy doors can be problematic.
Richard always explains the background for any proposed changes to our portfolios in easy to understand language. His research is vast and very thorough & we feel very confident with his judgement. While he has many clients, he takes a personal interest in you, and makes you feel like number one.
Great communication. Explained in layman’s terms on what is happening.
Rob always explains things to do with my funds in a way that I can understand
Reviewed the issues we had and was happy with the outcome. Note looking forward to the actions that will be forthcoming.
Giving us a view of the world economy and narrowing it down to how we can manage to live and prosper on a self funded pension is very much appreciated and challenging!
Business response:
We are glad to hear that you appreciated our insights. Thank you for your feedback!
Good conversation with Stuart about all relevant matters
Business response:
We're glad to hear that Stuart was able to assist you. Thank you for sharing your experience.
most very helpful
Business response:
We're delighted to hear that you found our services very helpful. Thank you for sharing your feedback.
Frequently asked questions about Green Associates Financial Planning (Brisbane)
How is Green Associates Financial Planning (Brisbane) rated?
Green Associates Financial Planning (Brisbane) has a 4.8 star rating with 31 reviews.
When is Green Associates Financial Planning (Brisbane) open?
Green Associates Financial Planning (Brisbane) is closed now. It will open at 8:30 a.m.