Sam Greene

I trusted Sam from the moment I met her and she did not disappoint me. Very professional, and understanding, kept me informed at every step of navigating retirement, had my interests as a priority, made the journey easy and achieved results very quickly.

More importantly she listened to all I wanted, she advised on what was best, and the decisions where mine.

I highly recommend Sam to everyone accessing their super and planning ahead for the family.

Sam is the best, chuck out the rest. I have zero hesitation recommending her to anyone and everyone. I've seen a few financial advisers and they've all treated me in a 'one-size fits all' way despite the fact my job and life doesn't fit a set shape. From the outset Sam was open and listened and really worked to understand my needs and also my financial situation. She embraced the unpredictability of my income and the flux of my life and designed the advice around that and me. Her manner is warm yet straightforward. She explained everything to me taking as much time as needed at every step but never made me feel clueless. I never felt rushed or pressured and most of all Sam is genuine in her care and you can tell she has integrity. You can feel her excitement when she finds the right financial path for you and it's infectious. This isn't a one-size-fits-all job for her and I imagine all her clients feel this way. Sam was punctual, had an incredible eye for detail, was always available for questions and more questions and is super speedy in her response. Plus, she has a sense of humour which was a real winner for me as I don't find money stuff very amusing! She made something I was kind of dreading into kind of a pleasure. I set out thinking I'd just get one hit of financial advice from Sam but by the end of the process knew I wanted her ongoing advice. I'm so very glad I found Sam.

We were initially referred to Sam for help setting up our SMSF. We were keen to move on an investment opportunity, so needed things to move as quickly as possible. Sam was amazing. She was very responsive, thorough and knowledgeable, which helped us navigate the complex process. Sam has a warm and engaging style that quickly put us at ease. She has spent time getting to know us, and understand our personal and professional goals; always asking insightful questions that challenge us to think through the finer details of how to implement our financial strategies.

We had spent 12 months deliberating on who we felt comfortable with to assist us with our retirement planning. We had considered 2 other advisers but just did not get the vibe/confidence that they would be there for us. We came across Sam through adviser ratings and found a connection from the many positive reviews by others and thought this was important as financial planning is all about trust and that is what we were reading from others. From our initial phone meeting, Sam presented to us as caring and genuinely interested in understanding us as people and then what we wanted to achieve financially in retirement. She made us feel excited about the journey ahead. Sam has been instrumental in reducing the complexity of our finances and dealing with our Super funds to set up our short term plan and long goals. Meeting and working with Sam has been a hassle free experience and her professionalism and expertise has made us excited about retiring and feeling financially safe and secure. Thank you Sam.