Personal Injury

Financial Planning

Investment Philosophy

“Our role as planners isn’t all about financial products.

We’re here to listen and talk about your ideas;

we’re a sounding board to help you make informed decisions.

We’re by your side as you navigate life and, sometimes, new beginnings.”

Catherine Greeves, Director, Greenstone Financial Planning

Our Approach

Greenstone Financial Planning is collaborative. We work in partnership with you to design a plan that puts you in control. We want you to feel financially secure and informed.

You’ll work with knowledgeable and experienced members of the team who represent our value of financial empowerment. We will guide and educate you as we shape your financial plan and that will continue throughout the relationship.

Our promise is that:
We recommend the most suitable solutions for your needs.

We explain and discuss recommendations clearly and simply.

We are always available to answer questions.

Step 1: Initial meeting

We’re looking forward to working with you. First of all, let’s get to know each other.

What’s brought you to us? What’s on your mind? What will help you find financial well-being?

This first meeting helps us understand your point of view and unique situation.

We’ll explain how we work and what is involved in financial planning. We’ll summarise it all in writing to make sure we’ve got it right.

Step 2: Assess & advise

We’ll go through your current finances with you in detail, step-by-step, providing you with the opportunity to talk through previous decisions.

We want to understand where you are today and what needs to be done to help you achieve your goals.

We’ll work with you to design a strategy for now and into the future.

Step 3: Implementing the plan

As soon as you’re comfortable with the financial strategy we have created, we can proceed to implementation.

At every step, we invite questions and there’s always room for a change of direction.

Step 4: Keeping in touch

This is a critical step in the process in order to achieve your goals. Change happens and that needs to be factored into your financial plan.

We have regular meetings where changes to your situation and the financial landscape can be discussed but we welcome updates at any time. We know that life doesn’t wait for a meeting so why should your financial plan?

When we’re not meeting, the team continues to assess your plan for its suitability against your goals in current financial conditions. If we need to speak to you to discuss options for your plan, we’ll get in touch.

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