About
Who is
Campbell Green
Firstly, we’re not just one person.. We are a team of like-minded professionals who work in the financial services industry.
When we started in 2011 our aim was to fill a gap in the market. We wanted to provide good old fashioned advice – honest advice – the right advice for you and your circumstances. We never have, and never will push certain strategies on to clients because there is some kind of reward for us. We are passionate about empowering our clients to success – and that’s how we measure ours..
Who is
Campbell Green
But we’re also different because we have a multi-disciplinary team including an in-house accountant, property adviser and financial planner under the one roof. This provides you with a lot of convenience (and a lot less paperwork). It also provides you with holistic advice as we all work together towards the same objective.
Get a personal money strategy session, complimentary and no obligation
We get it, there’s probably a million other things you’d rather be talking about than money. But what if there were ways of improving your financial health – and you never knew about it? At Campbell Green we get to know you and then utilise our expertise to identify where the opportunity lies and recommend a plan of attack to achieve your goals. The next steps are up to you decide – no obligation!
Getting to know you
A Campbell Green consultant will meet with you for an informal ‘getting to know you’ appointment. This is our opportunity to listen to your goals and dreams and find out about your current money position. We’ll ask you questions so that we can gain a solid understanding of your circumstances and how we can help you build the future you want. We understand that you need to feel comfortable with us, so that’s why this appointment is completely free, with absolutely no obligation.
Appointment time: 45 – 60 minutes
Your personal money session
Our team of experts works collaboratively, utilising all of our resources to design a financial strategy and action plan that suits your specific goals. Your Campbell Green consultant will meet with you again to present the plan, explaining the approach and options. We’ll provide you with a full outline of the costs involved to implement the plan, and potential ways these costs could be covered in a way that doesn’t affect your cash flow.
You can ask us as many questions as you like, and you’ll get honest, direct answers. If you have any concerns, we’ll address them and discuss any changes you’d like make to make.
Appointment time: 2 hours
Let’s press go!
It’s time to implement your plan for a better, more secure future. Depending on your preference, we’ll meet with you in person or we can action everything via correspondence. Campbell Green will take care of all the implementation, keeping you in the loop as things are fulfilled. But it doesn’t end there. We’ll provide ongoing advice and updates to ensure your money plan is up to date and aligned with your goals.
We do the hard yards
Our goal is to make this a smooth process and make your life easier. We’ll always keep you in the loop about your finances and we’re there for you whenever you need us. Whatever question you may have.
We’re here to give you honest advice. We don’t have a hidden agenda. We won’t try and push you towards a certain strategy. Based on our experience, we’ll give you recommendations and then help you assess which recommendations are right for you.
And we’ll do all the work for you. Even to the point of chasing up documents for you needed by our accountant at tax time.
