Personal Injury

Financial Planning

Investment Philosophy

Financial Planning

At Greenstone, we understand that you will have many questions as you work towards achieving your goals and ensuring you have financial security, whatever that may look like to you.  There is no doubt that the world we find ourselves in today is complex and ever-changing.  The decisions you make regarding work, spending, investment and retirement both now and in the future, will significantly affect your financial security and well-being over the longer term.

We build long-term relationships with our clients, working with them to understand what’s important for the future and taking concrete steps now to help make it happen.

This results in you feeling more educated and therefore more confident when making financial decisions.

There is no ‘one size fits all.”  Financial planning should be tailored to you and your needs.  It is a long-term process, often incorporating technical aspects.  This means our clients value the pragmatic and experienced approach we take.

To understand more about our approach to financial planning, please click here.

Let’s keep in touch

Keep up to date with what we’re up to and financial news. Don’t worry we won’t bombard you with annoying emails, but we do like to keep in touch.

Your privacy is important to us. We do not sell or share your data.  You can opt our of our mailing list at anytime.

Keep up to date with what we’re up to and financial news. Don’t worry we won’t bombard you with annoying emails, but we do like to keep in touch!

I know I would not be in this comfortable situation now if it wasn’t for Catherine’s unique combination of skills. And especially, those skills that you don’t think about in the world of finance - her insight and empathy.

SR

The Court of Protection department at Dean Wilson LLP has utilised the skill, experience, and expertise of Greenstone Financial Planning for many years. We have found Catherine and Natalya to be consistently diligent, caring, and proficient.

DW

Catherine’s approach to clients combines her absolute professionalism with her personable, kind nature.

JS