We believe that a sound investment plan is possible only when you ask yourself and your advisor the right questions.
We report back on your portfolio performance on a quarterly basis, clearly illustrating growth and returns. This allows both the advisor and the client to determine if the plan is on track to achieving its long-term objectives. It also enables changes to be made to the asset allocation or fund managers quickly and efficiently.
At Greengrass Wealth Management we are able to offer you independent advise from highly qualified CFP practitioners with 17 years industry experience with a love and passion for adding huge value to our clients by quoting from multiple companies while helping clients find which product would best suite their particular needs and how best to benefit from each of the companies rewards products.
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