GreenDot Financial Pty Ltd

Green Dot Financial Pty Ltd is the consolidation of formerly separate financial planning companies into one highly progressive, client focussed group. By combining their individual expertise, Green Dot Financial is well equipped  to offer their clients a totally comprehensive and holistic financial service. We believe that by using specialists in each discipline, who are up-to-date with the latest products and information, we can confidently deliver a superior service to our clients.

Our clients range from individuals to large companies, from young adults to retirees. We are dedicated to ensuring that we understand the diverse and highly individual needs and objectives of our clients. Our goal is to create a long term relationship with each client based on  earned respect and trust.

Financial planning is a dynamic and ongoing process and due to constant macro economic changes, we approach it as a continual journey alongside our clients. Our advisers and staff are dedicated to the long term financial security and success of our clients along this journey by providing quality financial services and continual support.

At present Green Dot Financial provides services to the Gold Coast, the Sunshine Coast, Bribie Island, Brisbane and Northern NSW.

We connect the dots to your secure financial future.............