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Green Associates Financial Planning (Canberra) - Deakin, ACT
- Mortgage Brokers
- Deakin, ACT
About this business
Green Associates is a leading Charter Financial Planning practice in Canberra. They have been operating in the financial planning industry since 1989. The principals have cumulatively over 40 years experience and are certified financial planners.Green Associates is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This program sets an industry benchmark for providing high-quality financial advice. The certification is supported by industry quali... read more
Location details
Unit 5/10 Geils Ct, Deakin, ACT, 2600, 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 |
Very informative
Business response:
Hi, Brian. Thanks for taking the time to share your positive experience. We truly appreciate it!
We met and worked with Davina from Green Associates Financial Planning for her assistance in financing our property 3 years ago and with the current cost of living we were looking to negotiate a better loan rate. We didn’t hesitate in reaching out to Davina again and she was able to offer a wide range of great options that our current provider couldn’t match. Once we had decided on the best loan for us, Davina handled the entire process. It was very easy, and we wished that we had of reached out earlier as we could have been... read more
Business response:
Hi Helena, Thanks so much for taking the time to leave such an amazing review. It has been our absolute pleasure working with you over these years and we look forward to our continued relationship for many more years to come. We’re always here to help anytime you need!
Advice was given clearly and professionally, followed by a written summary of the meeting which I found very helpful.
Business response:
Hi, Eileen. Thank you so much for leaving us a stellar review!
Advice is always balanced and applicable to my situation
Business response:
Hi, Christine. Your feedback is highly appreciated. Thank you for the review!
We are clients of Green Associates of over 20 years standing. Throughout all this time we have been delighted with the quality of service and financial advice we have received. Craig is a trusted advisor who really understands our attitudes to finances and our desired outcomes. He also communicates very well and offers sound, reasoned advice and reasoning when he believes that perhaps we might need to shift our focus. Our trust in Green Associates extends to his staff with whom we also have periodic direct interactions.
Business response:
Hi, Geoff. We appreciate the kind words and are glad we could provide you with a positive experience!
My awesome planner, Mr. Tyson Matthews have been awesome. He had assisted/advise/planned for our financial situations. He have also assisted beyond the normal duties/specs as require as a financial planner, and which we are very grateful. We are very happy with his performance and assistance and we will definitely recommend friends who needed assistance in this area. Cheers Chris & Eva
Business response:
Hi, Chris. Thanks for taking the time to share your positive experience. We truly appreciate it!
Trina did a great job going through our planning for the future. Thanks
Business response:
Hi, Jim. We are thrilled to learn that you had a positive experience with us!
Very professional and experienced advice..
Business response:
Hi, Brett. Thank you so much for leaving us a stellar review!
Very positive experience. Trina was amazing with great advice. Easy to talk to
Business response:
Hi, Jo. Your feedback is highly appreciated. Thank you for the review!
Frequently asked questions about Green Associates Financial Planning (Canberra)
How is Green Associates Financial Planning (Canberra) rated?
Green Associates Financial Planning (Canberra) has a 4.8 star rating with 42 reviews.
When is Green Associates Financial Planning (Canberra) open?
Green Associates Financial Planning (Canberra) is closed now. It will open tomorrow at 8:30 a.m.
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