Greentree Financial

We offer comprehensive financial planning services tailored to suit your circumstances. Our team are here to help you build a robust and brighter future.

TFS has been providing advice to residents of the Hunter Valley since 1967.

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.

TFS 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.

Call us today to find out how we can help you.

We are representatives of and offer our services on behalf of GWM Adviser Services Limited.
Adam Greentree
Authorised Representative No. 242717
The Financial Services we offer are provided by TFS Group Pty Limited, ABN 28 001 340 781, trading as TFS – The Financial Planning Specialists, Authorised Representative No. 243007.