Greengrass Wealth Management

LISTING > Financial Coach, Green Living in Saxonwold

Financial Coach

Green Living

Heal Your Life

Greengrass Wealth Management is a holistic financial planning practice that has been operating since 2005.

We focus on clients lives more than their money; by helping clients use their money to get a better Return on Life, not just a return on investment. We do this with a more client-centred Investment Plan approach.

Clients are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking more than just return on investment, investors are proactively soliciting professional help in funding a lifestyle with satisfaction at its core. At Greengrass Wealth Management we are able to do this by addressing integrated financial and life planning issues with clients.

Open Time:

08:00 - 18:00

Highlights:

Off Street Parking

Mobile (Will Travel)

Accept credit cards

Wheelchair accessible

Available After Hours

Gender:

Male

Gender Exclusive:

Both

Experience:

10 - 20yr

Listing Type:

Person

Qualifications:

Bcom Honours

CFP

Rates:

On request

Reviews

Lennie Glasser

Financial planning review

- Nov 26, 2018

Liron is a breath of fresh air in the financial planning space. He has a unique approach to wealth creation, risk cover and saving for long and short term goals. He is understanding and empathetic, he is also extremely patient and is happy to explain difficult concepts until fully grasped and understood. I would happily refer Liron and if you are looking for a financial planner with a unique approach and a genuine desire to create a sound plan in all areas of financial planning then Liron is the one to contact!!!!