Greenlion Financial

Greenlion Financial

Who we are.

At Greenlion Financial, we offer a full service financial planning and mortgage services solution. Working with the most reputable product and services providers in the industry, our professionals are able to provide our clients comprehensive financial advice via a needs based analysis. Based on your goals we develop an easy to implement financial strategy

First and foremost, we are here to provide strategic advice based on your individual situation. This means no 'one-size-fits-all' solutions and no investment commissions.

Well beyond the industry standard of a Diploma, our advisers are Masters Degree qualified in Financial Planning (MFinPlan) or currently completing this qualification. Additionally, our advisers are qualified Accountants and Tax Agents, affording you a much greater insight into the legislative and tax impacts of your strategies.

See someone who understands your concerns and specific needs. Our adviser specialities can be viewed in our Financial Services & Credit (FSCG) which is downloadable from our website, and include Self-managed superannuation funds (SMSF), Retirement, Estate Planning, Business structuring, Tax effective investing, Business agreements and risk, and Employer superannuation.

Complex areas of financial planning require the right perspective. As qualified accountants we have an added perspective when considering your goals. ...read more