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Dedicated to Your Needs

We are dedicated to understanding the diverse and highly individual needs and objectives of our wide range of clients to help them achieve their goals.

Book

Combined Expertise

By securing the expertise of specialists within the financial planning arena, we’re able to offer you a comprehensive and holistic financial service.

People

Continual Support

Our advisers and staff are here for you every step of this journey by providing quality financial services to ensure long term financial security and success.

GreenDot Financial Pty Ltd

GreenDot Financial Services is a Queensland/NSW based financial planning company.

GreenDot Financial Pty Ltd utilises specialists within the various disciplines of the financial planning arena in order to offer our clients a totally comprehensive and holistic financial service. We believe that by using specialists in each discipline, we can confidently deliver a superior service to you.

We are dedicated to understanding the diverse and highly individual needs and objectives of our wide range of clients. Our goal is to create a long term relationship with each client based on earned respect and trust.

GreenDot Financial operates from offices on the Gold Coast, the Sunshine Coast, Bribie Island, Brisbane and Northern NSW. We provide services in Australia to clients nationally and internationally through the use of latest online technology.

Financial planning is a dynamic and ongoing process and due to constant macro economic changes, we approach it as a continual journey alongside our clients. Our advisers and staff are dedicated to the long term financial security and success of our clients along this journey by providing quality financial services and continual support.

We connect the dots to your secure financial future…

Important: We take your privacy very seriously and as such we will never ask you to transfer money via email request unless we have spoken to you in person or the transfer is between existing arrangements we already have in place with you. If you receive any such request that are outside the arrangements we have in place with you please contact our office immediately to confirm the validity of the request before you do anything.

Services

GreenDot Financial provides a range of financial services and solutions for every need. Please refer to our services page to view respective licensees for these services.

Our services include:

  • Life Insurance

  • General Insurance

  • Superannuation and Retirement Planning

  • Investments, Tax Planning and Direct-Property

  • Home Loan and Finance

  • Business Succession Planning

 

Accredited Company.

Meet GreenDot’s Directors and Founders

Richard Hill – B Comm, Dip Acc, Dip FP, CDec (Qualified as CA(SA) in 1990)

Gold Coast | Brisbane

Having spent 5 years on the committee of the Australia Africa Business Council (QLD), 2 of which he served as President, and having hosted the Gold Coast South African business network “Sabona” between 2002 and 2009, Richard has become an invaluable source of information and assistance to migrants from South Africa and other overseas countries. Read more about Richard Hill


  • Tony Lewis – Retired – Part-time Admin and Marketing support

    Brisbane | Bribe Island

    Tony has been involved in the marketing industry for most of his business life, which included owning a motorcycle and hardware company. He has operated in the insurance sector for eight years, where he specialises in the business market with an emphasis on protecting directors from the implications and consequences of signing personal guarantees. Read more about Tony Lewis

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