Green Associates

Green Associates
Green Associates
Financial Services-ASCOT, QLD
Financial Services-Ascot, QLD
Green Associates is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchm..
153 Racecourse Road, Ascot, Qld, 4007.
153 Racecourse Road, Ascot, Qld, 4007.
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Green Associates is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is supported by industry qualification, demonstrated best practice business operations and proven success in meeting the financial planning needs of clients.
Welcome to Green Associates, a leading financial planning practice operating under the Charter Financial Planning Limited. Our aim is to help you achieve financial success and peace of mind by providing you with a personalised financial strategy. We strive to provide you with a plan that will create and protect your wealth over the long term, while dealing with your day to day financial needs and challenges. 

We are committed to client service excellence and ongoing adviser education. All of our are qualified, financial experts with the necessary experience to ensure the best financial outcome for you. Our quality financial advice puts you in control. 

Financial advice means different things to different people. In the end, a meeting with a financial advisor is all about you! It could be: 

solving your financial situation                                       
being in control of your financial situation 
protecting yourself and your family 
defining your goals and attitude to money
tax-effective investment planning
maximising your earning capacity
building your 'rainy day' account 
removing stress over money concerns 
giving you freedom to do things you want 

GREEN ASSOCIATES IS A LEADING CHARTER FINANCIAL PLANNING PRACTICE IN CANBERRA. WE 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 has experienced significant growth over this period of time; however, we have and will always have strong client focus and personalised service. We offer individual clients, small to medium enterprise and corporate clients at all levels a straight forward full service offer that encompasses high level planning to suit all client needs.
 
WHAT CAN OUR FINANCIAL ADVISORS DO FOR YOU? 

Make you feel better 

Our advice helps you make the right choices for life's important financial decisions. You may face challenges along the way, but with a personal financial plan, you'll be prepared. You will have a real sense of control, and the peace if mind that it can bring. 

You can rest easy, knowing that you have taken action and you are not alone. You will be supported every step of the way by your financial adviser. 

Make a difference 

We look at how your finances are structured and identify ways to solve problems and help you reach your goals. We will get you organised and give you control so that you can maximise the potential of your money. we provide support and guidance on the best way to manage your financial wellbeing - whether it's adjusting your debts to minimise repayments, saving for a home or a holiday, investing and planning your retirement or maximising pension entitlements. 

We work with you to help determine which financial strategies will help you get to where you are going. 

Save you time 

Even with the best intentions, it is hard to find time to create a comprehensive wealth plan that will really make the most of your money. Pulling it all together - income, insurances, investments, superannuation - can be overwhelming. 

We take care of it all for you, making life simpler and saving you hassle. Professional financial advice gives you more time to spend somewhere else, on something more enjoyable. 

Make life simpler 

We are experts in financial management, qualified to help you navigate the complex legislation that governs investment, tax and superannuation. 

Investment markets and superannuation rules for different investments options and government entitlements are complex and change frequently. we have the knowledge and experiance to explain it to you in a way that you will understand. 

We have the necessary training to make sense of all your options and help you choose the best solution. Even if you are an expert in your own field, it makes good financial sense to ask for specialist advice when it comes to money. 
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