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Green Associates Financial Planning (Canberra)
- 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 |
Trina is a very pleasant person to deal with and an expert in financial planning. The returns on my investments are consistently excellent.
Business response:
Hi, Barbara. Thank you so much for leaving us a stellar review!
Professional, informative and helpful explaining everything in a way that we can understand. thankyou .
Business response:
Hi, Frank. Your feedback is highly appreciated. Thank you for the review!
Tyson was extremely knowledgeable and even better able to break down what felt like previously uncomprehensible concepts into something we can understand. We have an action plan that feels achievable, and understand all our different options for our financial goals
Business response:
Hi, Elise. We are thrilled to learn that you had a positive experience with us!
I recently had my annual review discussion with Trina Wood. It was a pleasure as always to talk to Trina who is very clear when she discusses my situation and my investments with me. I am very happy with the way my investments continue to be managed by Green Associates. I can head into the next year knowing everything is taken care of. I love going to Greens as the environment is so welcoming, it's like going to see old friends.
Business response:
Hi, Donna. Thank you so much for leaving us a stellar review!
Great. Very easy to talk to & explains what I needed to know & that I could understand.
Business response:
Hi, Deb. Your feedback is highly appreciated. Thank you for the review!
It was great talking to people who are experts in a complicated field. Tyson pointed out some simple things we can do right away to improve our retirement income that we would not have thought of. I particularly appreciate that he was very clear about where the information is coming from, and encouraged us to check we were getting good advice. Making sure we were comfortable with the plan at the end of the session was a great way to finish.
Business response:
Hi, Lara. We appreciate the kind words and are glad we could provide you with a positive experience!
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!
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 67 reviews.
When is Green Associates Financial Planning (Canberra) open?
Green Associates Financial Planning (Canberra) is closed now. It will open on Monday at 8:30 a.m.