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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 |
Adam Lai provided me with superb service.
Comprehensive presentation; explanations could have been a little slower to allow clients time to absorb information.
stuart is very experenced and helpfull and friendly greatly appreciated. Wayne
From the arrival bubbly Brittany was so lovely to talk with. STUART offered concise advice outlining various options
My meeting with Adam and Rob was a good experience. I understood the financial advice I received and I was happy to go with Adam's suggestions.
From when I arrived, I was welcomed in a friendly way by staff I had never met before. I was into my review earlier than time I was booked for. I had all my questions answered and all aspects of my portfolio were explained, which meant me going over my allocated time. This was appreciated and meant I left comfortable that I had all the information I needed.
Great help
effiecient transfer of revelant information
All good, Adam was informative & friendly
Frequently asked questions about Green Associates Financial Planning (Brisbane)
How is Green Associates Financial Planning (Brisbane) rated?
Green Associates Financial Planning (Brisbane) has a 4.9 star rating with 52 reviews.
When is Green Associates Financial Planning (Brisbane) open?
Green Associates Financial Planning (Brisbane) is closed now. It will open on Monday at 8:30 a.m.