At Greenfields Financial Management, we provide more than advice – we create a lifetime Financial Vision Map. This plan captures everything you wish to achieve, from short-term milestones to long-term ambitions.
We’ll be with you through all market conditions – from periods of unsustained euphoria to times of exaggerated pessimism. Our mission is simple: prevent financially self-destructive decisions. If we help you avoid even one life-changing mistake during these times, our value is exponential.
Think of working with us as taking out “big mistake insurance” – a safeguard for your financial future.
At Greenfields Financial Management, we believe your financial plan should be as unique as your life. That’s why our fees are structured to reflect the value of the service we provide, not the size of your investments.
Our approach is simple, transparent, and tailored to your needs. You’ll always know exactly what you’re paying, and more importantly, what you’re getting in return. No tie-ins. No surprises. Just a clear, structured journey designed to support your life, your goals, and your peace of mind.
We structure our fees across three key stages of your planning journey:
Ready To Build Your Vision Map?
A Financial Vision Map isn’t just a plan – it’s the beginning of a long-term partnership. We stay with you, implementing the strategy we’ve agreed together and continuously adapting it as your life unfolds.
Clarity on where you are, and where you want to go.
This is the foundation of your financial life plan. The Vision Map™ gives you a clear understanding of your current position and helps you define what a fulfilling life looks like – now and in the future.
What you’ll gain:
By the end of this stage, you’ll have a personalised Vision Map and the confidence to make informed decisions about your future.
Aligning your finances with your life goals.
Once your Vision Map™ is in place, we help you take action. The Growth Pathway™ is about implementing the changes needed to bring your plan to life – simplifying, improving, and aligning your financial arrangements with your lifestyle and legacy goals.
This may include:
Fees are agreed in advance based on the scope and complexity of the work involved.
Ongoing planning for a life that keeps evolving.
Life doesn’t stand still – and neither should your financial plan. Our Greenfields Membership provides continuous support, guidance, and accountability to ensure your plan stays aligned with your life as it changes.
Your annual membership includes:
This stage ensures your plan remains dynamic, relevant, and resilient – giving you the confidence to live life on your terms.
