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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Greentree Financial

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Australia
Muswellbrook, NSW
Greentree Financial

Your future your way. Greentree Financial has been providing advice to residents of the Hunter Valley since 1967. Call us today to find out how we can help you.

We’re here to help you achieve your financial goals. We offer a team of financial planning professionals with expertise and experience you can trust, plus a commitment to really understanding your objectives and providing you with personalised advice that is carefully tailored to suit your specific circumstances, age, income, asset position, goals and needs. We often describe financial planning as

being similar to a jigsaw puzzle – many smaller pieces need to first be identified and pieced together to reveal the ‘big picture’. Working closely with you, we zoom in on all the areas that make up your financial picture, including your values and objectives, then create and manage a financial plan that best ‘fits’ your future needs and makes most sense for you. Successful wealth management is also about regularly reviewing many aspects of your financial life on an ongoing basis, so we’ll ensure your financial plan continues to align with your goals. We can offer you a full, comprehensive financial plan, which will include:
- Financial position analysis
- Investment planning (portfolio design, superannuation, borrowings, taxation and legal structures)
- Risk management and personal insurances
- Retirement planning and estate planning

In addition, education funding, charitable planning and business succession planning may also be covered as required. Adam Greentree & Greentree Financial Pty Ltd ABN 28 001 340781 are Authorised representatives of Consultum Financial Advisers ABN 65 006 373 995. Australian Financial Services License Number 230323.

03/07/2025

Proud to sponsor the Muswellbrook 13’s as they prepare for Junior State Titles.
Good luck girls!

16/05/2024

The only thing of interest to most people from the budget were the personal Tax cuts!
How much better off will you be? There’s a link in our bio to the Federal Government Tax calculator.

09/05/2024

We’re looking for a new team member for our busy Financial Planning practice.
The position is a Business Administration Traineeship.
For more information see the link in Bio.

23/12/2021

Wishing all of our clients and friends a Christmas filled with love, laughter and family.
We have closed the office for the year and taking a well deserved break.
We will be back Monday 10 January 2022.
Until then..

24/08/2021

Did you know that the Association of Superannuation Funds of Australia (ASFA) regularly publish a Retirement standard?

$63,352.00 - is now considered the average budget required for couples in retirement to live a “comfortable lifestyle” in their retirement.
This figure is updated quarterly to help Australians plan for their retirement.
How are you tracking for your retirement?
We’re always happy to help, send us a message or give us a call.

12/08/2021

NSW Extended Lockdown:
With the extension to the NSW lockdown we will continue business as usual with all appointments web based or by phone.
Call the office on
6543 3860.
Stay at home 🏡

01/07/2021

Happy new financial year!

We always hear about the end of the financial year, but do we ever think of it as a new year or a new start? We think its a great time to set some goals and take stock of your financial circumstance. Could you shed some of that excess debt you’ve been carrying around, what about getting out there and meeting different investment opportunities, or maybe you just want to learn a new savings language. Regardless of the goal we’re always here to help.

23/06/2021

There’s some new changes to superannuation from 1 July 2021. These are the 4 things to know.

1. The amount your employer contributes to superannuation on your behalf will increase from 9.5% to 10% of your income. In addition to this, the amount that can be contributed to superannuation under the concessional contribution cap will increase from $25,000 to $27,500 pa.

2. Concessional contributions include contributions made by your employer (such as the superannuation guarantee contributions) as well as any contributions an employee may make under a salary sacrifice arrangement. It also includes any personal contributions that you make to your super fund where you choose to claim a tax deduction through your annual tax return.

3. For people who are choosing to make larger contributions to superannuation (from the sale of an asset, windfall or inheritance for example) - the amount you can contribute will also increase. These are contributions where a tax deduction is not being claimed on the amount being added to the super fund. This type of contribution is known as a non-concessional contribution (NCC). The limit on NCC will increase from $100,000 pa to $110,000 pa.

4. Finally, from 1 July 2021 employers will have to make superannuation guarantee payments on any income that you earn. Previously contributions were only required if you earned more than $450 in a calendar month. This threshold has been removed and will benefit those who work part-time, as well as those with multiple employers.

Source: ATO.gov.au

09/06/2021

Planning for retirement with superannuation is a big part of our work with clients regardless of their age. There is no one size fits all approach, but as we move through different stages of life, our interest in saving for retirement varies.

Because of this we’ve put together a quick 3 part series on Super in your 20’s, 30’s and 40’s.

Part 3: Super in your 40’s
This decade often coincides with some of the highest expenses you’ll have in life (kids, schooling, mortgages) however it’s also the time where you’ve often hit a career stride and have access to more senior managerial positions. Here you want to be thinking about longer term financial planning and paying down debt. There’s plenty of opportunity to plan for the future with a long investment timeframe before retirement.
Of note in this timeframe, is the importance women need to place on investment in super assets, with the gender gap on average becoming more obvious after having children or periods of part time work. It is important to remember this difference can be recovered with salary sacrifice and lump sum contributions in your 50’s and 60’s to top up the balance.
By the end of their 40’s, on average, men have accrued $180,000.00 and women have $127,000.00.

We’re always happy to help, if you’d like to know more send us a message or give us a call.

02/06/2021

Introducing Nikki

Nikki is our (relatively) new Receptionist and the friendly face who will greet you when you first arrive at our office. Nikki is a part of our Client Services team and Trainee Paraplanner, she is currently undertaking her Certificate 3 in Financial Services. Nikki is responsible for keeping Adam organised and documenting advice while also chasing any work in progress for our clients. She makes a great coffee, so if you happen to be in the office, be sure to accept her offer to make you one. Nikki says she loves working with our clients and the variety of her work. Oh, and the great people she works with!

📸

Address

28 Sowerby Street
Muswellbrook, NSW
2333

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.greentreefinancial.com.au/, https://linktr.ee/greentreefinancial

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