Hi, I'm Sam. I'm not your average financial expert. I'm a sports enthusiast, dog lover, women’s football coach, and a seasoned financial advisor. But most importantly, I'm your partner in creating financial goals that are as fun and exciting as your life.
Based in Melbourne, I firmly believe that setting financial goals should be an empowering experience, one that aligns with your desired lifestyle. For me, this means having a work-to-life balance and being able to say ‘Yes’ to the things that matter most to me.
As the Director and Financial Advisor of Greene Financial, I've spent the last decade honing my expertise. I moved to Melbourne, from the beachside town of Warrnambool, in 2009 to study a Bachelor of Accounting and Finance, and for the last decade I’ve assisted over 100 individuals in achieving their financial dreams. Today, my greatest value lies in connecting with clients and sharing my financial knowledge to help them align their money with their life.
Check out our website for further information or to book a Discovery Call.
My qualifications include:
Bachelor of Accounting from La Trobe University.
Bachelor of Finance from La Trobe University
Certified Financial Planner of the Financial Planning Association of Australia (FPA).
Post Graduate Qualification in Ethics and Professionalism in Financial Advice from Kaplan.
Accredited Aged Care Professional from Aged Care Steps.
I charge a fixed advice fee based on agreed scope of advice required by you. All fees are agreed with you prior to the commencement of work, ensuring there are no surprises when delivering advice.
Sam was recommended by friends of my son, they thought she was great. So I contacted her some months ago. She is very easy to talk to, very responsive, and she has explained the Super system and how to use it - which was something I knew nothing about. Her charges are reasonable, especially considering how much time she gives me. I have more confidence in my financial future now. And she cares!
I have had the pleasure of using Samantha's professional services for a number of years and I have and would again recommend her services to family and friends.
I have consulted with Sam Greene at Greene Financial over the last 6 moths. Sam has helped us form a financial plan based on the goals of our family and values. As a sole and very busy business owner, Sam has also helped me organise my tax obligations and projected cash flow needs. She is easy to talk to, amazingly professional and very efficient. I highly recommend Sam and consider it as one of the best personal and business decisions I've made in a long time.
I found Sam on Google and from the first conversation I was certain she was going to be a pleasure to work with. Sam really listened to my story to understand my situation, my values and my goals. She spent as much time as I needed to look at options and explain things to me in a way that I could understand. She is extremely conscientious and knowledgeable as well as being personable and easy to talk to. Sam has given me the focus and confidence I needed to match my financial management to my life and my goals.
I have already recommended her to just about everyone I know!
I approached Sam for financial advice at a big turning point for my family where deliberate and thoughtful actions could yield long term positive consequences.
Sam took the time to listen, truly understand what we were trying to achieve and then began respectfully challenging some of our assumptions.
The outcome was delivered in an appropriate way, yielded fantastic results and has led to positive long term change.
As a financial adviser myself I can also add that along with the people skills displayed Sam's technical prowess is first class and was able to justify her advice at every turn.
A great experience I would happily recommend to anyone.
- Adviser status Platinum
- Number of reviews 66
- First year providing advice 2016
- Years of experience 7
- Certified Financial Planner (CFP)
Greene FinancialSuite 4, 64 Pine St
Reservoir, VIC 3073
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning