Personal Injury

Financial Planning

Investment Philosophy

Who We Help

Life might feel uncertain right now, but Greenstone can help you find clarity.

A financial plan for your new beginning, and beyond.

Personal Injury

Catastrophic injuries come along when least expected. They demand significant life changes which require great consideration.

Financial security is critical to those who have experienced life-changing injuries and we can help you realise your financial goals.

Working with you or your legal team, we help you plan for now and beyond, while you focus on new beginnings and living life.

Bereaved

It can be hard to consider financial planning at such a difficult time and we understand that.

Whenever you’re ready to take the next step, we’re here.

No rush. No jargon. No confusing products.

Greenstone’s approach is to listen, to understand and to be by your side.

Divorced

Being prepared during the divorce process can help to feel in control. It’s never too soon to start discussing options.

We want to help you embark on your future feeling empowered, knowledgeable and financially secure. What would you like to achieve to feel content?

We’ll build a plan with you, for you.

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!

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.

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