Welcome to Greentree Wealth Management.
Our focus is to ensure that the highest standard of financial advice is accessible, accountable and achievable.
Let us show you how.
Planting seeds to support and guide you towards
A SECURE FUTURE
Malcolm Greentree
Director and Senior Financial Adviser
CFP® BBus (AppFin)
As a CERTIFIED FINANCIAL PLANNER® professional with over 20 years experience, I am committed to ensuring that the highest standard of advice remains accessible, accountable and achievable.
I can help you make more informed decisions around all areas of your financial health and ensure you remain on track to meet your financial, personal and lifestyle goals, whilst taking on the least amount of risk.
I believe in building long-term relationships based on trust, transparency and open communication. Providing expert guidance, answering your financial questions and supporting you in every step of your financial journey.
Scope of Advice
Investment & Wealth Planning
We help you better understand what your options are in regard to building or managing wealth outside super for an early retirement.
Insurance & Estate Planning
Preparing for the worst. We ensure you and your family are protected so that the right people get the right funds at the right time.
Superannuation & Retirement Planning
Preparing strategies to maximise your retirement savings and ensuring your money lasts as long as you need it to.
Cashflow & Capital Planning
Detailed financial projections to better understand what your options are in regard to meeting your short and long term financial goals.
Financial Advice Journey
01.
Discovery
Meeting
To determine if we are a good fit. No cost, just 1 hour of your time.
02.
Secure Data
Collection
To better understand your current situation and what you wish to achieve.
03.
Strategy
Development
To deliver advice that is well researched and tailored to your needs.
04.
Present
Recommendations
To demonstrate how our advice will improve your financial health.
05.
Implement
Plan
To ensure your plan is actioned in a timely manner.
06.
Ongoing
Review
To keep you accountable by tracking your financial progress.