GGWM Investment Planning

Our Investment approach is what sets us apart?

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.

To find out more, fill out the form below. So that we can contact you.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

What we do

Greengrass Wealth Management is a full-service wealth management and investment firm with the expertise to grow your wealth and ensure your long-term prosperity.

In today’s volatile world it can be difficult to know where to invest your money to achieve stable returns. What if you could access personal and corporate wealth management, from the people with the expertise to help you to make those crucial investment decisions? A company able to create wealth plans and investment strategies attuned to your precise needs and circumstances?Greengrass Wealth Management will enable you to achieve the genuine financial freedom you deserve.

‍The Greengrass Approach
Greengrass Wealth Management is a holistic financial planning practice that operates as a family office. Since 2005, we’ve helped our clients build a solid foundation for financial success – We can do the same for you.At Greengrass we go beyond the norm, with relentless attention-to-detail and regular reporting.

We focus on the following key aspects to assist you in the process:

Your specific investment needs and objective/s.

The composition of an appropriate investment solution (strategy and portfolio construction) to achieve your investment objective/s.

Disclosure of the relevant assumptions, terms and conditions of our solution.

Our service model.

Disclosure of all relevant fees.

Smarter Investments
with Greengrass Wealth Management.

I want smarter Investments

Danielle Afriat

Gary Wilde

Liron has over the years advised me both in my business and in my life. He has grown from being my service provider in the Financial Services world to a trusted friend. I would recommend Liron to anyone I care about.