At Greenfields, we believe that true wealth isn’t just about money, it’s about living a life that feels secure, fulfilled, and in tune with what matters most to you.
Our approach to lifestyle financial planning is rooted in the idea that, just like nature, a strong and thriving financial future begins with careful planting, consistent nurturing, and thoughtful growth.
Every stage of our journey together is designed to help you feel more financially organised, confident, and in control, so your money works in harmony with your life, not the other way around.
Purpose:
The Discovery Meeting is where it all begins, planting the first seeds of understanding.
Here, we focus entirely on you: what’s most important, what you’d like your future to look like, and what role money should play in helping you achieve that.
We’re not here to rush through numbers or products; we’re here to listen, explore, and connect. This is about finding clarity, not just about your finances, but about your life.
Why It Matters:
When we understand your story – your goals, values, relationships, and priorities – we can help you grow a plan that truly reflects who you are and what you want from the years ahead.
What to Expect:
Purpose:
Once we’ve understood what’s important to you, we’ll meet again to share how we can help bring that vision to life.
We’ll outline the initial structure of your financial plan, how we’ll help you move from where you are now to where you want to be and explain the value and outcomes of working together.
Why It Matters:
This stage gives you a clear view of how our process will support your goals. It’s where you start to see how your personal “Greenfield” will grow from ideas and aspirations into a structured plan of action.
What to Expect:
Purpose:
Just as a good garden grows best in well-prepared soil, your financial plan can only flourish when it’s built on solid, complete information.
At this stage, we gather the details we need about your income, assets, liabilities, protection, and goals. This gives us a clear understanding of your current position – so the plan we create is accurate, relevant, and deeply personal.
Why It Matters:
Getting financially organised is one of the most empowering things you can do. When every piece of your financial life is clear and in order, decisions become simpler, progress becomes visible, and you gain real peace of mind.
What to Expect:
Purpose:
This is where your future starts to take shape.
Your Vision Map™ is your personalised financial forecast – a living picture of your life, money, and goals working together.
We’ll explore different scenarios and outcomes, helping you understand how choices today can shape your tomorrow. It’s about turning your ambitions into something visible, tangible, and achievable.
Why It Matters:
This meeting brings clarity and confidence. It helps you see not just where you are, but where you could be – and empowers you to make informed, values-led decisions with complete peace of mind.
What to Expect:
Purpose:
With your Vision Map™ in place, the next step is nurturing it into action.
This is where we help you get fully financially organised – aligning your pensions, investments, protection, and other arrangements so that everything works in harmony toward your goals.
Why It Matters:
The Growth Pathway™ turns clarity into momentum. It ensures your financial structure supports your aspirations and that every decision you make takes you one step closer to living the life you want.
What to Expect:
Purpose:
Growth doesn’t stop once your plan is in place, and neither does our relationship. Your annual review is a chance to pause, reflect, and realign. We’ll revisit your or Vision Map™ to ensure it still reflects your life, adjusting for any changes in circumstances, priorities, or opportunities.
Why It Matters:
Life evolves, and your plan should evolve with it.
This stage keeps your finances healthy, responsive, and aligned with what’s most important to you. It’s not just about staying on track; it’s about continuing to grow with confidence.
What to Expect:
At Greenfields, we don’t just manage money – we help people grow lives they love.
From planting your first financial seeds to watching your future flourish, our purpose is to help you find clarity, confidence, and calm in every stage of life.
Through independent advice, holistic planning, and a lifelong partnership, we’ll help you stay financially organised, make confident decisions, and enjoy the peace of mind that comes from knowing your money is working for you.
