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.