Level 6, 88 Phillip Street SYDNEY NSW 2000
Holistic
Ethical
Motivated
Accountable
Nurturing
About Us
Our Practice
Our Practice
Our Practice
Green Point Financial Planning
Green Point FP is a personal, full-service financial planning firm based in Sydney with clients across Australia.
In 2018 Green Point FP went looking for a licensee that better complemented its values. Australian Unity was the perfect fit with a solid reputation built through a long history of community work
Green Point Financial Planning
Green Point FP is a personal, full-service financial planning firm based in Sydney with clients across Australia.
In 2018 Green Point FP went looking for a licensee that better complemented its values. Australian Unity was the perfect fit with a solid reputation built through a long history of community work dating back to 1840. Their integrity, along with their market leading technical services and stringent audit & compliance regime, are some of the reasons Green Point was happy to partner with Australian Unity.
Green Point's commitment to you, our clients, is to always work with you and leave you in a better position than you were before.
Our Services
Our Practice
Our Practice
- SUPERANNUATION
- SELF-MANAGED SUPER FUNDS
- MANAGED INVESTMENTS
- WEALTH PROTECTION
- TRANSITION TO RETIREMENT
- RETIREMENT PLANNING
- CENTRELINK
- AGED CARE
- NETWORK OF PROFESSIONALS
- ON-GOING REVIEW SERVICE
Our People
Our Practice
Our People
Brad Hellestrand
Kate Chapman
Brad Hellestrand is a Certified Financial Planner® with over 20 years' experience in the finance industry with 15 of those working as a financial adviser. He holds a Bachelor of Science, a Graduate Diploma of Financial Planning and the CFP® designation, which is the highest financial planning designation worldw
Brad Hellestrand
Kate Chapman
Brad Hellestrand is a Certified Financial Planner® with over 20 years' experience in the finance industry with 15 of those working as a financial adviser. He holds a Bachelor of Science, a Graduate Diploma of Financial Planning and the CFP® designation, which is the highest financial planning designation worldwide.
Kate Chapman is our office manager and is responsible for the day to day running of the business. She ensures we have good working relationships with our service providers and will ensure you have a positive experience when dealing with Green Point. Originally from Wales and holding a Bachelor of Media & Communications (Honours), she brings a wealth of experience and knowledge to Green Point having worked in the financial planning industry for over 6 years. She is passionate and driven and well respected in the financial planning community.
Why Choose Green Point Financial Planning?
Experience
Attention to Detail
Attention to Detail
Brad Hellestrand is the director and Certified Financial Planner® at Green Point. He has been in the industry for over 20 years having spent time in administration as well as paraplanning before, in 2008, becoming a fully qualified CFP®. This is the industry’s highest designation worldwide. He has also completed a Bachelor of Science and a Graduate Diploma of Financial Planning and is able to hold a conversation in French.
Kate Chapman is the office manager and excels here having spent the previous 5 years mastering the administrative requirements of financial planning. Her Bachelor of Media & Communications (Honours) is testament to her abilities. Kate also speaks some Welsh having grown up and studied in Wales.
Attention to Detail
Attention to Detail
Attention to Detail
Opportunities are everywhere,
you just need to know where to look
We will identify the opportunities that can help you get ahead in life, no matter how well hidden they may be.
Our proactive approach means we are not only looking out for how we can help now, but also what is around the corner and how can we be prepared to take full advantage of that.
No it's not coronavirus.
But there is a tiny seahorse camouflaged amongst the coral.
It's about the same size as a grain of rice!
Empathy
Attention to Detail
Direction
We're emotionally invested in our clients and we feel what you feel
Financial planning isn't just facts and figures. At Green Point we strive to get to know you as a person so we can work out what is really important to you. We listen to what you're saying.
Brad spent a number of years working pro-bono with the Cancer Council and this helped shape the altruistic mission of Green Point.
We're all in this together and we're here for you and we care about you.
Direction
Peace of Mind
Direction
Unsure if you're heading in the right direction?
We can help!
We will help you understand where you are currently, where you'd like to be, and how we can get you there.
We aim to reduce financial anxiety.
Peace of Mind
Peace of Mind
Peace of Mind
Are your financial affairs difficult to keep track of?
Let us take care of that!
We can help you locate and streamline your affairs and also provide a central point of contact for ease of management.
We aim to make your life easier.
Success!
Peace of Mind
Peace of Mind
What does financial security look like to you?
Our review service will keep you on track!
We will be with you every step of the way to make sure you're on track to reach your goal. Our on-going review service ensures that the advice is still relevant and appropriate to your everchanging circumstances and that you're still on the path to success.