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Green Associates Financial Planning (Canberra)

4.9
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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

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.948 reviews
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Chris C.'s profile image
Chris C. 
on Birdeye

a month ago

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! 

Jim D.'s profile image
Jim D. 
on Birdeye

a month ago

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! 

Brett O.'s profile image
Brett O. 
on Birdeye

a month ago

Very professional and experienced advice.. 

Business response:

Hi, Brett. Thank you so much for leaving us a stellar review! 

Jo G.'s profile image
Jo G. 
on Birdeye

a month ago

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! 

Rosanne S.'s profile image
Rosanne S. 
on Birdeye

a month ago

As a single lady being solely responsible for the later part of my life, I cannot express the depth of security I’ve experienced through the years with Katrina, Green Associates. The continuing follow ups, explanations, patience & reassurance has allowed me to feel safety & security through a retired life which allows me to live in comfort knowing I’m “looked after” and can simply live the life that suits my personal preferences. 

Business response:

Hi, Rosanne. We appreciate the kind words and are glad we could provide you with a positive experience! 

Lindell M.'s profile image
Lindell M. 
on Birdeye

a month ago

I've been a client of Green Associates for over 6 years now and have always found them to be an excellent advisory to deal with. They have acted with integrity at all times and have managed my financial situation very well with good returns over a very difficult period. 

Business response:

Hi, Lindell. Thanks for taking the time to share your positive experience. We truly appreciate it! 

Narelle P.'s profile image
Narelle P. 
on Birdeye

a month ago

As always, an informative meeting with some interesting ideas raised 

Business response:

Hi, Narelle. We are thrilled to learn that you had a positive experience with us! 

Gary H.'s profile image
Gary H. 
on Birdeye

a month ago

Green Associates have been our family financial planner for many years. They have consistently provided very sound and solid advice which has made a significant difference to our current financial position. Greens are meticulous, professional and a pleasure to deal with. We are as a family reaching all of our life goals, not just financial goals, and are enjoying a lifestyle which would not have been possible without the previous years of careful planning and actions taken under guidance of Greens. We are planning to stick ... read more

Business response:

Hi, Gary. Thank you so much for leaving us a stellar review! 

Betty S.'s profile image
Betty S. 
on Birdeye

a month ago

After many years of having our own plan in place for the future, and being self employed, we decided to seek advice from a Financial Planner and it was well worth it. Things we knew about but did't know exactly how they work has opened a way to build a better and safe way to get to retirement. 

Business response:

Hi, Betty. 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 4.9 star rating with 48 reviews. 

When is Green Associates Financial Planning (Canberra) open?

Green Associates Financial Planning (Canberra) is open now. It will close at 5:00 p.m.  

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