For new beginnings & beyond

Life might feel uncertain right now,

but Greenstone can help you find clarity.

Create a financial plan for your new beginning, and beyond.

Personal Injury

Financial Planning

Investment Philosophy

Be heard

We take the time to get to know you. Tell us your story. Share your ideas for today and the future. We create the space for you to think and ask questions.

Be seen, be heard and be understood with Greenstone.”

Regain control

The numbers can be overwhelming. Make sense of them with us by your side. Our knowledge and experience, listening ear and compassion, mean we deliver expert advice and a clear course of action. Regain control with Greenstone by your side.

Feel secure

Many of those around you think they know what’s right for you. They might have some of the answers, but they won’t necessarily have all. We take the time to get to know you. Tell us your story. Share with us your ideas for now and for your future. We’ll create a knowledgeable space for you to think and ask questions. Be seen, be heard and be understood with Greenstone.

Many of our clients tell us that they are feeling overwhelmed, confused and unsure about their financial situation.
What will the future look like? How will I manage? Will I be able to afford the important things in my life?

At Greenstone, we help you find calm. We listen. We create the space for you to tell us your story – the story so far and the story you had planned.

We won’t sell you inappropriate financial products, we don’t use jargon. Your plan is designed with our financial expertise and your story, in mind.

With you. Every step of the way

1. Understand

Let’s talk. Tell us your story, the facts and figures, your hopes and plans. We’ll help you gain clarity.

2. Assess & advise

We’ll go through all your current finances with you. With your life and financial objectives in mind, we’ll work with you to design a financial plan for now and into the future. If you’re in doubt at any stage, ask questions - we want you to ask questions. This is your money and your life.

3. Plan in action

When you have agreed to the plan, with your agreement, we put it into action. You’ll be kept informed and we’re always available for questions.

4. Keeping in touch

Nothing ever stays the same and factors may change - tax laws and your needs are examples. We'll keep in touch with you throughout. Call us anytime if you have something you would like to chat about.

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