Greene Financial

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Greene Financial Sam Greene | Financial Advisor | CFP | Melbourne Everyone's future looks different.

We take time to understand your values, discover your financial goals, and set in place plans to achieve them

Haven’t updated your will?Estate planning often stays on the to-do list, but it’s one of the smartest steps you can take...
04/09/2025

Haven’t updated your will?

Estate planning often stays on the to-do list, but it’s one of the smartest steps you can take for your family.

Join me and Indy from Nest Legal for a practical online workshop where we’ll answer your burning questions about wills, powers of attorney, and more.

📅 Tuesday 28 October, 7pm



Register your interest here: e9e01433-ec16-45de-9c96-61f31071e1d0@dbcebab3-1c06-4b62-b04d-3535514ea0c1" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/e9e01433-ec16-45de-9c96-61f31071e1d0@dbcebab3-1c06-4b62-b04d-3535514ea0c1



Link is in the bio of Greene Financial’s instagram or on the Greene Financial website.



Let’s make sure your plan reflects the life you’re living now.

It’s official, we’ve reached 50 five-star Google reviews!A big thank you to every client who’s taken the time to share t...
24/08/2025

It’s official, we’ve reached 50 five-star Google reviews!

A big thank you to every client who’s taken the time to share their experience.

Helping women and couples feel confident and secure about their financial future is exactly why I do what I do. Lou and I are both feeling pretty chuffed with this milestone!

If we’ve worked together and you’ve found value in our chats, I’d love it if you could leave a review. It only takes a minute, and I promise, you can’t wipe the smile off my face when a new one comes through.

Next stop… 100!

Super at 60: What You (or your mum) Needs to Know Before Making Big MovesTurning 60 is a major milestone—especially when...
20/03/2025

Super at 60: What You (or your mum) Needs to Know Before Making Big Moves

Turning 60 is a major milestone—especially when it comes to your super. With more flexibility to access your funds, it’s tempting to make quick decisions. But one of the biggest mistakes I see? Withdrawing super without a plan.

A common fear I hear is: “What if I make the wrong choice and it impacts my future?”

The good news? Super is one of the most powerful financial tools you have. With the right strategy, you can set yourself up for long-term security—without unnecessary stress.

🔹 Super withdrawals after 60 are (mostly) tax-free—but that doesn’t mean you should cash out too soon.
🔹 Keep your super invested—retirement could last 20–30 years, and structured investing (like the Bucket Approach) helps balance growth and security.
🔹 A Transition to Retirement (TTR) strategy could be a smart move if you’re still working.
🔹 Check your super investments & fees—are they working for you or against you?
🔹 Keep contributing if you’re still earning—small moves now can make a big difference later.
🔹 Review your beneficiary nominations—your super isn’t automatically covered by your will.

The key? Don’t rush, don’t panic, and don’t withdraw too soon. Keeping your super working for you is one of the smartest moves you can make.

Not sure what’s next? Let’s have a chat—no pressure, just clarity. 💬



https://greenefinancial.com.au/?utm_content=sked_67d80e0bfee1d5ddf3383e36&utm_medium=social&utm_name=sked&utm_source=facebook

Let's talk outdated pre-retirement thoughts.**Disclaimer: This is general advice only. For a plan tailored to you, speak...
04/03/2025

Let's talk outdated pre-retirement thoughts.

**Disclaimer: This is general advice only. For a plan tailored to you, speak with your financial planner.

25/02/2025

Tag someone you’d love to retire with and explore the world together! 🌍✨

What’s next on your Vision Board?We’re big believers on your finances working for you—your life, your dreams, your pace....
17/02/2025

What’s next on your Vision Board?

We’re big believers on your finances working for you—your life, your dreams, your pace.

So, what’s next? I’d love to know...

Send me:

1x Goal or dream you’re planning? (Early retirement? A kitchen reno? That dream vacation?)

1x Win lately? (Even the small ones count!)

1x Thing you’d love to focus on this year?

I’d love to hear what’s on your mind—comment below or send me a DM! Let’s keep things simple and set you up for a retirement you’re excited about.

If it’s not you, it could be your mom. If she’s eager to retire, send her our way.

What’s on your 2025 Vision Board?We're big believers on your finances working for you—your life, your dreams, your pace....
12/02/2025

What’s on your 2025 Vision Board?

We're big believers on your finances working for you—your life, your dreams, your pace.

So, what’s next? I'd love to know...

Send me:
💭 1x Goal or dream you’re planning? (Early retirement? A kitchen reno? That dream vacation?)
🎉1x Win lately? (Even the small ones count!)
🤔 1x Thing you’d love to focus on this year?

I’d love to hear what’s on your mind—comment below or send me a DM! Let’s keep things simple and set you up for the future you’re excited about.

✨ Here’s to living life your way!

14/01/2025

You’ve set your goals and mapped out the finances to get there—now it’s time to put them on auto-pilot.

Make it simple: break it down into achievable steps, log into your online banking, and set it in motion.

08/01/2025

One week into January… How Are Those Resolutions Holding Up? 😅

If you’ve already “accidentally” skipped a few gym sessions, reorganised the junk drawer instead of decluttering the house, or ordered uber eats twice, you’re not alone. Resolutions are easy to make but tough to stick to—especially when life gets busy.

That’s where we come in. At Greene Financial, we help you set meaningful goals and keep you accountable to achieve them (no guilt trips, we promise!).

We’ll even let you enjoy your daily coffee.

Let’s turn those oops moments into real progress—without giving up the things you love. Message us to get started!

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Melbourne, VIC
3000

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