Malcolm Greentree, CFP®

We have built a financial advice business which is focused on ensuring that CFP qualified advice remains accessible, affordable, accountable and achievable. Our focus is to help people make more informed decisions around their financial position, and to ensure that they remain on track to meeting their financial, personal and lifestyle goals, whilst taking on the least amount of risk. We only work with people where we believe we can add significant value, via a "fee for advice” approach, which will ensure that we work for you, rather than any product provider.

We examine and review any or all of the following key areas of your financial health:

Cashflow and Capital planning; (detailed financial projections to better understand what your options are in regard to meeting your short and long term financial goals);

Investment and wealth planning; (to better understand what your options are in regard to building or managing wealth outside super);

Superannuation and retirement planning; (to better understand what your options are in regard to the best place to invest / save for your long term retirement);

Insurance and estate planning; (to better understand what your options are in regard to ensuring that if the worst happened, you and your beneficiaries are financially protected, eg, ensure that the right people get the right funds at the right time).

After the advice process, we then focus on ensuring that we partner together in implementing the advice in a timely and effective manner, and then we keep our clients accountable by assisting them in tracking their financial progress, and if required, determine strategies to stay on track.

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