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CLIENT TESTIMONIAL

Our clients value our relationship with them. They appreciate the personal touch, peace of mind and security of knowing someone is keeping an eye on their financial affairs. They tell us it is reassuring to work with people who are ethical, capable and they know is there for them.

Personal background:
A full time working mother and active member of the community

What were you looking for when you came to Greeve & Associates?
Financial planning advice from a trusted expert

Why did you engage Greeve & Associates?
Friendly, highly professional and knowledgeable in an area where I needed to trust the advice I was being given

How was the experience with Greeve & Associates?
Awesome. It would be great if all professionals provided the same level of customer service that I have enjoyed at G&A. I can now sit back and relax, knowing that my financial affairs are in good hands, which allows me to focus on other priorities.

I regularly recommend Greeve and Associates to everyone that expresses a need for excellent financial planning advice and ongoing support.


Anne Finlay

Personal background:
50+ couple with 2 teenage children, worked in education field for 30+ years, lived in numerous WA towns from the Kimberley to the South West. Returned to Geraldton to be with family, and start our own family.

Why did you engage Greeve & Associates?
We were looking for someone we could trust, who would take the time to explain and look after our financial future as if it were their own.

How was the experience with Greeve & Associates?
Lisa came highly recommended to us by close friends, and after our first meeting we knew she was just what we needed. Honest, trustworthy, prepared to listen to what we wanted while providing us with the information to suit our needs, through her knowledge, expertise and experience.

Lisa is always prepared to answer questions, provide advice and offer suggestions in a personal and professional manner. We feel comfortable sharing our dreams, hopes and concerns for our future financial well being. She will always take the time to ensure we are comfortable with the decisions she is making and if not she will ask questions and alter her advice, always with our best interest in mind. Lisa is always very personable, yet professional, when we communicated and meet with her. Nothing is too much trouble.

I have, and without hesitation will continue to recommend Lisa to anyone who asks, and sometime to those that don't, that we trust our financial future to Lisa...family included.


Fred and Tammy

Personal background:
We are small business owners and the parents of two boys. Several years ago we sought advice from Lisa Greeve of Greeve & Associates, as to superannuation, insurance and investments. 

Why did you engage Greeve and Associates?
We chose Lisa due to her extensive industry knowledge and professional integrity. Lisa took the time to fully understand our requirements, providing us with sound advice to allow us to make an informed decision that best served our circumstances. We highly recommend the service provided by Greeve & Associates.”


Narelle & Scott Dennett
Personal background:

We are a married couple with 2 adult children who have been self-employed for 25 years. Like most busy couples our time had been spent developing our businesses, being parents to growing children and this did not leave much time for social activities.

What were you looking for when you came to Greeve & Associates?
I have had a limited experience of financial planners over a 20 year period and I was a little confused over the advice that I received. To generalise the financial advice I had received previously was around them their selling products and was wrapped with the legal compliance. This left me with the feeling that they were looking after themselves and not taking my needs into account 

When I came to Lisa I was looking for advice around our assets, finances and our capacity to self-fund our retirement. I was not looking to be sold a financial product and I expected to pay for her time.

Why did you engage Greeve & Associates?
In our case we have a Family Trust, a SMSF and were Company Directors. We were intending to sell our business interests and we wanted advice on our finances for our future. We were also aware that a financial planner is a specialised field and separate to an accountant. 

How was the experience with Greeve & Associates?
Lisa was very professional and has given us advice that we were looking for. She is very thorough. She took our needs into account and was genuinely interested in us.

If you are looking good advice I recommend seeing Lisa. I recommend her to my friends.


John Gourley

Personal background:
I am a young professional in my early 30’s, unmarried with a partner and no kids.

What were you looking for when you came to Greeve & Associates?
I was looking for investment advice and direction, as well as assistance with general financial planning for the future.

Why did you engage Greeve & Associates?
I engaged Greeve and Associates because their approach is warm and sincere, where financial planning is tailored to your individual situation, taking into account your whole life situation, not just your finances.

How was the experience with Greeve & Associates?
My experience has been extremely proactive and rewarding. You feel like a valued client every step of the way, and always have full confidence that your interests and values will be put first in the decision making process. They constantly provide thorough and timely advice, and you have full confidence that every time you pick up the phone, they will be there to help and support your financial goals.

I would definitely recommend the services of Greeve and Associates to others. All you have to do is call, and they take care of the rest.

 

Melissa Scott

Personal Background:
When we first got into ethical investment about 15 years ago we searched long and hard for an investment adviser who understood what we were trying to achieve with our investments and our ethical framework. We investigated a few groups over the years and about eight years ago found Lisa.  

Why did you engage Greeve & Associates?
I really like her combination of pragmatic and realistic approaches to investment, and her understanding of the ethics of investment.  She is not one of those advisers who just has a green portfolio to keep the eco-nutters happy and the rest of the time is focused on BAU.


David Galloway

Personal background:
Couple with one child and one on the way. Stay at home Mum and full time working Dad.

What we were looking for when we came to Greeve & Associates:
We approached Greeve and Associates because we were lacking in any forward thinking and future planning with our finances. We wanted a financial plan that considered our house renovations, children's education, retirement, superannuation etc.

Why did you engage Greeve & Associates:
We decided to go to Greeve and Associates because we were already acquainted with the principal adviser and her sincere and down to earth character appealed to us.

How was the experience with Greeve & Associates:
The experience so far has been nothing but positive. We feel that with the financial budget and plan that was so promptly and professionally set up for us consolidated that we needed guidance in this area of our lives especially now that we are a growing family. We now have a sense of direction and security regarding our financial future that hasn't altered our current lifestyle (which was important to us) at all. This has eradicated any scepticism and reservations we may have had in the beginning about paying for financial advice. 

Anonymous

Came to Greeve & Associates for:
Having bumbled along for a number of years doing things ourselves and working with different planners, we realised our busy lives didn't leave us time to keep an eye on the ball in terms of our financial future. We needed someone to keep an eye on things for us and to make things easy. We had dealt with Lisa with a minor investment and were impressed with her knowledge, her understanding and perception of our needs and her ethical approach.

Came to Greeve & Associates because:
We have furthered our involvement with Greeve and Associates to the point where all facets of our financial planning are with the company. We have confidence that we are not just a number in their system and we certainly get the personal touch at all times.

Result after working with Greeve & Associates:
We have had numerous occasions where we can see clearly that the advice has been prudent and has in fact sheltered us from the World's financial turmoil or that of individual sectors. We are confident we are on target to achieve our financial goals and assure a healthy future for our children.

Darrin & Leonie

Came to Greeve & Associates for:
Did not have a concise superannuation plan and felt a need to deal with a well-regarded, professional planner in person to develop a meaningful retirement fund. 

Came to Greeve & Associates because:
Had always banked with ANZ Bank, who offered the necessary expertise through an established service in Geraldton. 

Result after working with Greeve & Associates:
Developed a good understanding and working relationship with Lisa Greeve during her contract with the bank and subsequently with Greeve and Associates. The advice provided has been relevant and sound with the superannuation fund performing well through both buoyant and depressed financial climates. 

Roderick

Came to Greeve & Associates for:
We had just started a new family, bought a house and I was just about to take on a new job requiring our whole family to move overseas. We didn't have a lot of spare time and we needed someone to help up come up with a financial plan that satisfied our specific needs. We also needed a team we could rely on to look after our interests and act on our behalf while we were out of the country. 

Came to Greeve & Associates because:
We had been recommended to use Greeve and Associates by a friend in the financial services field. They knew we needed someone who was reliable, honest and trustworthy. Right from the start we were very impressed and immediately felt comfortable that they understood our situation and what we needed.  

Result after working with Greeve & Associates:
Greeve and Associates have exceeded our expectations. We feel completely in control of our financial situation but we have their expertise to guide and support us. Lisa and her team have provided exactly the service we wanted and always respond quickly to our queries with a detailed follow up. We are completely satisfied.  

Kirby & Lynleigh

Came to Greeve & Associates for:
Seeking financial advice to invest money accumulating in our bank account.  

Came to Greeve & Associates because:
Smaller business with personal touch and ease of access and communication.  

Result after working with Greeve & Associates:
Rewarding. We even survived the financial turmoil of 2008 and 2009.   

John

Personal background:
We are a couple in our early 40's with 2 girls 5 and 2 years old. David is a high school teacher and I work part time at the moment in the Vocational Education and Training industry. We have moved states a few times and had no real financial direction.

I first met Lisa when I first arrived in Geraldton 15 yrs ago and our paths have crossed through different professional and personal networks over the years.
 
What we were looking for when we came to Greeve & Associates:
When we decided to engage the services of a financial adviser we were looking for someone who could understand our particular circumstances we were not from Geraldton originally and were looking at going back to Victoria to settle. We needed someone who could understand life beyond Geraldton and what was involved in an interstate move. We didn't quite know what we needed or wanted only that we wanted help planning our future and how to reach our goals. We also wanted someone who was honest, and could understand more about someone's life than just making money.

Why did you engage Greeve & Associates:
We needed someone we could trust as we had no idea what to do to secure our financial future.

I knew Lisa as honest, professional and very down to earth.

We are not at all financially minded and Lisa made it all seem clear and possible for us.

She listened to our needs and kept it all positive. 

Lisa also came from Geelong where we were going to settle so was able to relate to our Geraldton life and our Victorian life. 

How was the experience with Greeve & Associates:
It's been about 18 months since we first sat down with Lisa.

We now have a financial plan with long and short term goals which we are already achieving. We are investing money for the girl's education, have our superannuation sorted out, have managed to move states with small children and on one and 1/2 incomes, and our plan to educate them at the school we chose has turned out to be very possible, I can watch the school fund grow! We have wills and our life and income insurances are in place.

Our move back to Victoria has happened and we have settled our 5 yr old into school, Dave has a job. I have not looked for work yet as Lisa has helped us plan the move so well, I have the financial flexibility to not work for a while and get the family settled in. It all seemed too hard before we started working with Lisa but she has helped us make it a reality.

Being in Victoria makes no difference when dealing with Lisa in Geraldton as she is only a phone call or email away, we will keep working with her. Our story and needs are fairly simple, we are not high flyers, don't have our whole focus on making money for money's sake. If you feel your circumstances are too simple for a financial adviser or you may feel intimidated because you don't understand finances or have no desire to, I recommend you sit down with Lisa and have a chat. I only wish we had years ago.

David & Sharon
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