Adrienne Seaman

The team at Green Fort Private Wealth have been a fantastic help and support in my financial planning for over a decade. Their planning approach makes a ton of sense, with a strong focus on both current position and long term goals, ensuring investments are attractive in the short term but will also give an optimal return when needed.  They’ve helped me build a portfolio that is strong, diverse and has performed very well, and that works together to maximise efficiency.  It’s a highly holistic approach, giving me huge reassurance I’m building my finances in a sensible and effective way.  Trust is very important and an area where they also excel.  They identify immediate investments but are not afraid to recommend waiting for opportunities if they think something better will come along.  Regular reviews allow me to see how I’m doing and also to revisit my goals and positioning.  They’re in touch often, very responsive and a pleasure to deal with.  I would thoroughly recommend them!