Testimonials from GreenDot Financial Clients

Thank you for all your help over the last few years, you really looked after me and always found the best product and I will definitely refer people your way


Thank you for a wonderful evening.  We both really enjoyed ourselves.  Thank you for the support throughout this very hard year.  Your personal touch and dedication has made our lives during this year a whole lot easier.

Continue doing the great work and support you give your clients.

God’s richest blessings to you and your family and of course all your working partners.


Thank you for the time I have been with GreenDot. You have been so good.
I wish you all the best for 2013 and thank you again for your service during my membership with GreenDot..

Rita Utupo

Richard and the team at GreenDot Financial were invaluable to us when we emigrated to Australia in 2008. Within weeks of our arrival we had our applications for Life Insurance approved as well as our Australian wills, and our Superannuation in place. Richard’s professionalism gave us absolute peace of mind as he ensured that we understood all aspects of the financial implications of immigration into Australia. An otherwise daunting process was rendered hassle-free thanks to Richard’s expertise and personal attention to our requirements.

Brett Hall – Director The Hubb –  thehubb.com.au

Dear Richard, Having met you just prior to my relocation to Brisbane has certainly made my life and settling in Australia a whole lot easier than I first imagined. For the initial introduction, I gratefully acknowledge John Chapman from ACN Consultants. Apart from efficiently and cost effectively sorting out my insurance needs, the advice you have given me has been valuable and has saved me heaps of money – significantly more than the annual cost of the premiums for my insurances. Each time I ask for your assistance or advice, you come up with a good workable solution. To name, but a few examples: · When I was looking to buy a car you provided me a contact at Bruce Lynton BMW on the Gold Coast and I negotiated a deal $3, 500 lower than I could get in Brisbane. · The advice you gave on relocation costs allowed me to draw $30, 000 from the business tax free. Certain conditions had to be met, but you initiated the idea. · You have helped me integrate into a business network which is invaluable and immensely important for any new migrant. · I am about to submit an offer on a house and from the information you have recently provided I will now offer $20, 000 less than I originally intended. · You have given me the names of good and reputable accountants, mortgage brokers and lawyers. · Your investment advice has not been swayed by commissions’ payable or the ‘what is in it for me’ syndrome, but rather my personal needs and financial capability. I am not sure if you are aware, but there is a word of caution circulating in Brisbane to be careful of the ex-South Africans on the Gold Coast who are out to fleece the ignorant migrant. You have certainly dispelled this myth and have been totally professional, cost sensitive and understanding in all our business and personal dealings. You have provided substantially more value than just sorting out my insurance needs and I would not hesitate to recommend you to anyone who requires a knowledgeable, ethical and reputable financial advisor. Yours sincerely, John McCleland Managing Director ADR International

John McCleland – Managing Director ADR International


Employment Opportunities

If you are wanting to create your own business within the financial planning industry within Australia, you need to talk to us. Please send us your details by contacting GreenDot Financial for our Employment Opportunities.